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Livermore
Livermore
ZHEN

Pillar Wealth Advisors, LLC

SEC CIK
0001632226
Latest filing
Nov 10, 2025

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 10, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
63
+6 vs. Q3 2022
Portfolio value
$103.7M
+$3.40M (+3.4%) vs. Q3 2022
Filed
Feb 10, 2023
SEC
Holdings of Pillar Wealth Advisors, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Large-Cap ETF808524201ETF378,734$17.1M16.5%−910.0%Reduced–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD505,209$13.4M12.9%−189,303−27.3%Reduced–
Schwab U.S. Mid-Cap ETF808524508ETF143,842$9.44M9.1%−649−0.4%Reduced–
iShares MSCI USA Quality Factor ETF46432F339ETF70,396$8.02M7.7%−1,421−2.0%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF123,319$5.18M5.0%+84+0.1%Added–
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF171,961$4.50M4.3%+171,961New–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF114,747$3.45M3.3%+35,796+45.3%Added–
Innovator ETFs Trust45782C573US EQTY PWR BUF96,761$2.92M2.8%+5,283+5.8%Added–
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF83,481$2.44M2.4%00.0%Unchanged–
Innovator ETFs Trust45782C540US EQTY PWR BUF65,972$1.97M1.9%+4,865+8.0%Added–
Schwab Strategic Tr808524862SHT TM US TRES39,185$1.89M1.8%−35,756−47.7%Reduced–
Innovator ETFs Trust45782C680US EQTY PWR BF57,096$1.62M1.6%00.0%Unchanged–
Innovator ETFs Trust45782C813US EQTY PWR BUF49,620$1.50M1.4%00.0%Unchanged–
Innovator ETFs Trust45782C615GRWT100 PWR BUF40,271$1.41M1.4%00.0%Unchanged–
Schwab U.S. Small-Cap ETF808524607ETF33,381$1.35M1.3%−1,811−5.1%Reduced–
iShares Tr464288885EAFE GRWTH ETF14,750$1.24M1.2%+1,993+15.6%Added–
GOOGLAlphabet Inc.Stock13,580$1.20M1.2%−800−5.6%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock10,367$1.06M1.0%00.0%UnchangedHistory
Capital Group Dividend Value14020W106SHS CREAT UNIT42,056$992.1K1.0%+42,056New–
GOOGAlphabet Inc.Stock11,160$990.2K1.0%00.0%UnchangedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF10,043$918.6K0.9%00.0%Unchanged–
Schwab Fundamental U.S. Large Company ETF808524771ETF17,153$916.6K0.9%+41+0.2%Added–
Innovator ETFs Trust45782C284US SML CP PWR B37,692$913.2K0.9%00.0%Unchanged–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF11,625$901.1K0.9%+11,625New–
GILDGilead Sciences, Inc.Stock10,368$890.1K0.9%00.0%UnchangedHistory
Innovator ETFs Trust45782C508US EQTY PWR BUF28,233$889.6K0.9%−8,717−23.6%Reduced–
Innovator ETFs Trust45782C714EMRGNG MKT JULY38,459$878.0K0.8%−117−0.3%Reduced–
Innovator ETFs Trust45782C516EMRGNG MKT JAN31,653$861.3K0.8%−30,020−48.7%Reduced–
Pacer US Cash Cows 100 ETF69374H881ETF18,538$857.4K0.8%+9,286+100.4%Added–
Innovator U.S. Equity Ultra Buffer ETF - January45782C300ETF27,549$818.5K0.8%−1,631−5.6%Reduced–
Innovator ETFs Trust45782C870US EQT PWR BUF25,504$715.9K0.7%00.0%Unchanged–
Innovator ETFs Trust45782C342US SML CP PWR ET26,886$679.9K0.7%00.0%Unchanged–
Innovator ETFs Trust45782C524INTRNL DEV JAN22,919$612.2K0.6%−49,328−68.3%Reduced–
AAPLApple Inc.Stock4,632$601.9K0.6%−832−15.2%ReducedHistory
Innovator ETFs Trust45782C623EMERGING MKT PWR26,517$590.4K0.6%+26,517New–
Vanguard Morningstar Total Stock Market ETF922908769ETF3,071$587.2K0.6%+3,071New–
Innovator ETFs Trust45782C276GRWT100 PWR BUF12,995$552.9K0.5%00.0%Unchanged–
Innovator ETFs Trust45782C474US SML CP PWR B18,152$542.9K0.5%−11,655−39.1%Reduced–
Innovator ETFs Trust45782C631INTERNATIONAL DV22,246$528.8K0.5%+3,044+15.9%Added–
iShares Core S&P Small Cap ETF464287804ETF5,361$507.4K0.5%+5,361New–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF3,152$489.0K0.5%00.0%Unchanged–
WSFSWSFS Financial CorpCOM10,027$454.6K0.4%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD6,041$454.2K0.4%+6,041New–
Innovator ETFs Trust45782C722INTRNL DEV JULY18,085$431.1K0.4%00.0%Unchanged–
DAVAEndava plcADS5,186$396.7K0.4%00.0%UnchangedHistory
Innovator ETFs Trust45782C318US EQTY PWR BUF13,204$370.9K0.4%00.0%Unchanged–
iShares Tr464288158SHRT NAT MUN ETF3,510$366.0K0.4%−19,990−85.1%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,470$348.9K0.3%00.0%Unchanged–
Innovator ETFs Trust45782C383US EQTY PWR BUF10,745$330.1K0.3%00.0%Unchanged–
PFEPfizer IncStock6,355$325.6K0.3%00.0%UnchangedHistory
Innovator ETFs Trust45782C748US EQTY PWR BUF10,850$322.6K0.3%−2,700−19.9%Reduced–
Kraneshares Tr500767736QUADRTC INT RT14,244$322.1K0.3%−14,238−50.0%Reduced–
iShares Tr464288414NATIONAL MUN ETF2,808$296.3K0.3%+2,808New–
iShares MSCI Eafe ETF464287465ETF4,447$291.9K0.3%00.0%Unchanged–
Invesco Exch TRD SLF Idx FD46138J726RAFI STRG US ETF10,025$269.3K0.3%00.0%Unchanged–
Vanguard Morningstar Growth ETF922908736ETF1,177$250.8K0.2%+59+5.3%Added–
Innovator ETFs Trust45782C334GRWT100 PWR BF6,969$237.4K0.2%00.0%Unchanged–
Vanguard Total Bond Market ETF921937835ETF3,202$230.0K0.2%00.0%Unchanged–
Vanguard Real Estate ETF922908553ETF2,713$223.8K0.2%−37−1.3%Reduced–
Innovator ETFs Trust45782C417US EQTY PWR BUF7,844$222.8K0.2%00.0%Unchanged–
Innovator ETFs Trust45782C359EMRGNG MKT APRIL9,384$218.2K0.2%00.0%Unchanged–
Innovator ETFs Trust45782C599US SML CP PWR B8,398$212.0K0.2%00.0%Unchanged–
Vanguard Total International Bond ETF92203J407ETF4,368$207.2K0.2%00.0%Unchanged–

Sold out since Q3 2022 (2)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Pillar Wealth Advisors, LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
Innovator ETFs Trust45782C466GRWT100 PWR BF26,035$897.0K0.9%–
AMZNAmazon Com IncStock1,860$210.0K0.2%History