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Pillar Wealth Advisors, LLC

SEC CIK
0001632226
Latest filing
Nov 10, 2025

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 7, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
57
+2 vs. Q2 2022
Portfolio value
$100.3M
+$2.07M (+2.1%) vs. Q2 2022
Filed
Nov 7, 2022
SEC
Holdings of Pillar Wealth Advisors, LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Innovator ETFs Trust45783Y855DEFINED WLT SHLD694,512$17.9M17.8%+116,108+20.1%Added–
Schwab U.S. Large-Cap ETF808524201ETF378,825$16.0M16.0%+2,068+0.5%Added–
Schwab U.S. Mid-Cap ETF808524508ETF144,491$8.75M8.7%+992+0.7%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF71,817$7.46M7.4%+706+1.0%Added–
Vanguard Ftse Developed Markets ETF921943858ETF123,235$4.48M4.5%+1,395+1.1%Added–
Schwab Strategic Tr808524862SHT TM US TRES74,941$3.62M3.6%+3,135+4.4%Added–
Innovator ETFs Trust45782C573US EQTY PWR BUF91,478$2.56M2.6%00.0%Unchanged–
iShares Tr464288158SHRT NAT MUN ETF23,500$2.41M2.4%00.0%Unchanged–
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF83,481$2.32M2.3%+14,934+21.8%Added–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF78,951$2.26M2.3%+15,583+24.6%Added–
Innovator ETFs Trust45782C540US EQTY PWR BUF61,107$1.74M1.7%00.0%Unchanged–
Innovator ETFs Trust45782C524INTRNL DEV JAN72,247$1.66M1.7%00.0%Unchanged–
Innovator ETFs Trust45782C680US EQTY PWR BF57,096$1.54M1.5%+15,503+37.3%Added–
Innovator ETFs Trust45782C516EMRGNG MKT JAN61,673$1.54M1.5%00.0%Unchanged–
Innovator ETFs Trust45782C813US EQTY PWR BUF49,620$1.42M1.4%+9,796+24.6%Added–
Innovator ETFs Trust45782C615GRWT100 PWR BUF40,271$1.40M1.4%00.0%Unchanged–
GOOGLAlphabet Inc.Stock14,380$1.38M1.4%00.0%UnchangedConverted for a 20-for-1 splitHistory
Schwab U.S. Small-Cap ETF808524607ETF35,192$1.33M1.3%+606+1.8%Added–
Innovator ETFs Trust45782C508US EQTY PWR BUF36,950$1.09M1.1%00.0%Unchanged–
GOOGAlphabet Inc.Stock11,160$1.07M1.1%00.0%UnchangedConverted for a 20-for-1 splitHistory
ICEIntercontinental Exchange, Inc.Stock10,367$937.0K0.9%−625−5.7%ReducedHistory
iShares Tr464288885EAFE GRWTH ETF12,757$926.0K0.9%−1,371−9.7%Reduced–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF10,043$920.0K0.9%+10,043New–
Innovator ETFs Trust45782C466GRWT100 PWR BF26,035$897.0K0.9%00.0%Unchanged–
Innovator ETFs Trust45782C284US SML CP PWR B37,692$870.0K0.9%+830+2.3%Added–
Innovator U.S. Equity Ultra Buffer ETF - January45782C300ETF29,180$852.0K0.8%00.0%Unchanged–
Innovator ETFs Trust45782C474US SML CP PWR B29,807$840.0K0.8%00.0%Unchanged–
Innovator ETFs Trust45782C714EMRGNG MKT JULY38,576$826.0K0.8%+2,359+6.5%Added–
Schwab Fundamental U.S. Large Company ETF808524771ETF17,112$817.0K0.8%−1,319−7.2%Reduced–
AAPLApple Inc.Stock5,464$755.0K0.8%00.0%UnchangedHistory
Innovator ETFs Trust45782C870US EQT PWR BUF25,504$678.0K0.7%00.0%Unchanged–
Innovator ETFs Trust45782C342US SML CP PWR ET26,886$646.0K0.6%00.0%Unchanged–
GILDGilead Sciences, Inc.Stock10,368$640.0K0.6%00.0%UnchangedHistory
Kraneshares Tr500767736QUADRTC INT RT28,482$631.0K0.6%+41+0.1%Added–
Innovator ETFs Trust45782C276GRWT100 PWR BUF12,995$546.0K0.5%+1,140+9.6%Added–
WSFSWSFS Financial CorpCOM10,027$466.0K0.5%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF3,152$437.0K0.4%00.0%Unchanged–
DAVAEndava plcADS5,186$418.0K0.4%00.0%UnchangedHistory
Innovator ETFs Trust45782C631INTERNATIONAL DV19,202$413.0K0.4%00.0%Unchanged–
Innovator ETFs Trust45782C722INTRNL DEV JULY18,085$385.0K0.4%+1,524+9.2%Added–
Innovator ETFs Trust45782C748US EQTY PWR BUF13,550$384.0K0.4%00.0%Unchanged–
Pacer US Cash Cows 100 ETF69374H881ETF9,252$380.0K0.4%+1,650+21.7%Added–
Innovator ETFs Trust45782C318US EQTY PWR BUF13,204$354.0K0.4%00.0%Unchanged–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,470$314.0K0.3%00.0%Unchanged–
Innovator ETFs Trust45782C383US EQTY PWR BUF10,745$313.0K0.3%00.0%Unchanged–
PFEPfizer IncStock6,355$278.0K0.3%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF4,447$249.0K0.2%00.0%Unchanged–
Vanguard Morningstar Growth ETF922908736ETF1,118$239.0K0.2%00.0%Unchanged–
Innovator ETFs Trust45782C334GRWT100 PWR BF6,969$233.0K0.2%00.0%Unchanged–
Invesco Exch TRD SLF Idx FD46138J726RAFI STRG US ETF10,025$233.0K0.2%−2,544−20.2%Reduced–
Vanguard Total Bond Market ETF921937835ETF3,202$228.0K0.2%00.0%Unchanged–
Vanguard Real Estate ETF922908553ETF2,750$220.0K0.2%−455−14.2%Reduced–
AMZNAmazon Com IncStock1,860$210.0K0.2%+1,860NewHistory
Innovator ETFs Trust45782C417US EQTY PWR BUF7,844$209.0K0.2%00.0%Unchanged–
Vanguard Total International Bond ETF92203J407ETF4,368$208.0K0.2%00.0%Unchanged–
Innovator ETFs Trust45782C599US SML CP PWR B8,398$203.0K0.2%00.0%Unchanged–
Innovator ETFs Trust45782C359EMRGNG MKT APRIL9,384$203.0K0.2%00.0%Unchanged–