Pillar Wealth Advisors, LLC
- SEC CIK
- 0001632226
- Latest filing
- Nov 10, 2025
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 5, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 70
- +3 vs. Q3 2023
- Portfolio value
- $129.8M
- +$14.3M (+12.4%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 329,685 | $18.6M | 14.3% | −23,333−6.6% | Reduced | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 381,264 | $10.3M | 8.0% | +13,476+3.7% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 122,239 | $9.21M | 7.1% | −10,231−7.7% | Reduced | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 61,494 | $9.05M | 7.0% | −3,452−5.3% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 104,939 | $7.72M | 5.9% | +10,161+10.7% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 134,658 | $6.45M | 5.0% | +2,268+1.7% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,054 | $4.32M | 3.3% | +3,343+58.5% | Added | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 100,823 | $3.64M | 2.8% | −410.0% | Reduced | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 95,969 | $3.31M | 2.5% | −792−0.8% | Reduced | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 83,481 | $2.90M | 2.2% | 00.0% | Unchanged | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,284 | $2.57M | 2.0% | +3,467+59.6% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 32,904 | $2.51M | 1.9% | +9,306+39.4% | Added | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 64,887 | $2.28M | 1.8% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 66,042 | $2.20M | 1.7% | −570−0.9% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,112 | $2.07M | 1.6% | +3,731+24.3% | Added | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 59,059 | $1.86M | 1.4% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 13,215 | $1.85M | 1.4% | −365−2.7% | Reduced | History |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 40,271 | $1.84M | 1.4% | 00.0% | Unchanged | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 61,352 | $1.83M | 1.4% | +6,078+11.0% | Added | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 49,620 | $1.80M | 1.4% | 00.0% | Unchanged | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 33,282 | $1.61M | 1.2% | −2,729−7.6% | Reduced | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 50,894 | $1.37M | 1.1% | +609+1.2% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 27,808 | $1.31M | 1.0% | −3,517−11.2% | Reduced | – |
| ICEIntercontinental Exchange, Inc. | Stock | 9,787 | $1.26M | 1.0% | −440−4.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 8,680 | $1.22M | 0.9% | 00.0% | Unchanged | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 12,610 | $1.22M | 0.9% | −1,282−9.2% | Reduced | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 43,093 | $1.17M | 0.9% | +5,871+15.8% | Added | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 47,357 | $1.12M | 0.9% | −1,799−3.7% | Reduced | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 17,306 | $1.07M | 0.8% | +41+0.2% | Added | – |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 38,910 | $1.06M | 0.8% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 32,304 | $1.06M | 0.8% | 00.0% | Unchanged | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 19,207 | $998.6K | 0.8% | 00.0% | Unchanged | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 11,739 | $954.1K | 0.7% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 30,621 | $893.3K | 0.7% | −5,460−15.1% | Reduced | – |
| AAPLApple Inc. | Stock | 4,633 | $892.0K | 0.7% | 00.0% | Unchanged | History |
| Capital Group Dividend Growe14021L109 | SHS ETF | 32,719 | $888.6K | 0.7% | +32,719 | New | – |
| GILDGilead Sciences, Inc. | Stock | 10,368 | $839.9K | 0.6% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 26,337 | $755.1K | 0.6% | −2,266−7.9% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,101 | $735.7K | 0.6% | +28+0.9% | Added | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 12,995 | $716.1K | 0.6% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 15,620 | $694.8K | 0.5% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C623 | EMERGING MKT PWR | 26,517 | $627.4K | 0.5% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 22,246 | $621.6K | 0.5% | 00.0% | Unchanged | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,479 | $594.0K | 0.5% | +2,859+109.1% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 11,800 | $592.7K | 0.5% | +1,423+13.7% | Added | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 19,069 | $579.7K | 0.4% | 00.0% | Unchanged | – |
| Capital Grp Fixed Incm ETF T14020Y607 | SHOR DUR MUN ETF | 21,535 | $556.4K | 0.4% | +21,535 | New | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 15,760 | $554.8K | 0.4% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 18,085 | $490.5K | 0.4% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,223 | $481.5K | 0.4% | 00.0% | Unchanged | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 20,855 | $473.3K | 0.4% | +13+0.1% | Added | – |
| BNY Mellon ETF Trust09661T602 | CORE BOND ETF | 10,700 | $454.6K | 0.4% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 11,308 | $421.1K | 0.3% | 00.0% | Unchanged | – |
| CMCSAComcast Corp | Stock | 9,403 | $412.3K | 0.3% | +9,403 | New | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,753 | $395.7K | 0.3% | +1,688+81.7% | Added | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 14,975 | $385.3K | 0.3% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 10,745 | $382.7K | 0.3% | 00.0% | Unchanged | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,319 | $366.3K | 0.3% | +6,319 | New | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,177 | $365.9K | 0.3% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 10,850 | $362.2K | 0.3% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 10,287 | $335.9K | 0.3% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,447 | $335.1K | 0.3% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,922 | $303.3K | 0.2% | 00.0% | Unchanged | – |
| ADBEAdobe Inc. | Stock | 450 | $268.5K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,731 | $233.5K | 0.2% | +363+8.3% | Added | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 8,010 | $220.4K | 0.2% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 5,062 | $211.0K | 0.2% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 2,083 | $208.3K | 0.2% | −20−1.0% | Reduced | History |
| Vanguard Real Estate ETF922908553 | ETF | 2,351 | $207.7K | 0.2% | +2,351 | New | – |
| Innovator ETFs Trust45782C359 | EMRGNG MKT APRIL | 8,053 | $202.5K | 0.2% | −1,331−14.2% | Reduced | – |
Sold out since Q3 2023 (2)
Positions held at the end of Q3 2023 that are gone from this filing.