Pillar Wealth Advisors, LLC
- SEC CIK
- 0001632226
- Latest filing
- Nov 10, 2025
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 7, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 71
- +1 vs. Q4 2023
- Portfolio value
- $132.4M
- +$2.63M (+2.0%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 304,233 | $18.9M | 14.3% | −25,452−7.7% | Reduced | – |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 372,520 | $10.1M | 7.6% | −8,744−2.3% | Reduced | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 57,329 | $9.42M | 7.1% | −4,165−6.8% | Reduced | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 112,663 | $9.17M | 6.9% | −9,576−7.8% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 109,422 | $7.95M | 6.0% | +4,483+4.3% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 136,046 | $6.83M | 5.2% | +1,388+1.0% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,522 | $5.53M | 4.2% | +1,468+16.2% | Added | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 100,723 | $3.78M | 2.9% | −100−0.1% | Reduced | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 95,577 | $3.40M | 2.6% | −392−0.4% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 53,929 | $3.28M | 2.5% | +7,509+16.2% | AddedConverted for a 5-for-1 split | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 40,097 | $3.23M | 2.4% | +7,193+21.9% | Added | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 83,481 | $3.05M | 2.3% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 64,116 | $2.35M | 1.8% | −771−1.2% | Reduced | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 63,202 | $2.05M | 1.6% | +1,850+3.0% | Added | – |
| GOOGLAlphabet Inc. | Stock | 13,075 | $1.97M | 1.5% | −140−1.1% | Reduced | History |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 40,271 | $1.92M | 1.4% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 49,620 | $1.88M | 1.4% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 16,524 | $1.83M | 1.4% | −2,588−13.5% | Reduced | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 53,854 | $1.75M | 1.3% | −5,205−8.8% | Reduced | – |
| Invesco Actively Managed Exc46090A721 | AAA CLO FLTNG RT | 61,805 | $1.58M | 1.2% | +61,805 | New | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 31,572 | $1.52M | 1.1% | −1,710−5.1% | Reduced | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 51,543 | $1.39M | 1.1% | +649+1.3% | Added | – |
| ICEIntercontinental Exchange, Inc. | Stock | 9,622 | $1.32M | 1.0% | −165−1.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 8,540 | $1.30M | 1.0% | −140−1.6% | Reduced | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 12,231 | $1.27M | 1.0% | −379−3.0% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 25,341 | $1.25M | 0.9% | −2,467−8.9% | Reduced | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 43,093 | $1.21M | 0.9% | 00.0% | Unchanged | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 17,340 | $1.17M | 0.9% | +34+0.2% | Added | – |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 38,910 | $1.17M | 0.9% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 32,304 | $1.09M | 0.8% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 30,200 | $1.07M | 0.8% | −35,842−54.3% | Reduced | – |
| Capital Group Dividend Growe14021L109 | SHS ETF | 35,036 | $1.00M | 0.8% | +2,317+7.1% | Added | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 30,621 | $954.1K | 0.7% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,112 | $808.8K | 0.6% | +11+0.4% | Added | – |
| AAPLApple Inc. | Stock | 4,633 | $794.5K | 0.6% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 31,925 | $759.9K | 0.6% | −15,432−32.6% | Reduced | – |
| GILDGilead Sciences, Inc. | Stock | 10,368 | $759.5K | 0.6% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 12,995 | $749.1K | 0.6% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 23,556 | $681.7K | 0.5% | −2,781−10.6% | Reduced | – |
| Innovator ETFs Trust45782C631 | INTERNATIONAL DV | 22,246 | $643.4K | 0.5% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 15,760 | $606.3K | 0.5% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 19,069 | $596.6K | 0.5% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 13,044 | $593.6K | 0.4% | −2,576−16.5% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,479 | $589.5K | 0.4% | 00.0% | Unchanged | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 9,790 | $568.9K | 0.4% | −9,417−49.0% | Reduced | – |
| Capital Grp Fixed Incm ETF T14020Y607 | SHOR DUR MUN ETF | 21,535 | $553.7K | 0.4% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 18,085 | $510.2K | 0.4% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 12,168 | $475.9K | 0.4% | +860+7.6% | Added | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 20,868 | $468.7K | 0.4% | +13+0.1% | Added | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 12,529 | $428.0K | 0.3% | +2,242+21.8% | Added | – |
| CMCSAComcast Corp | Stock | 9,403 | $407.6K | 0.3% | 00.0% | Unchanged | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,177 | $405.1K | 0.3% | 00.0% | Unchanged | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,683 | $403.0K | 0.3% | +364+5.8% | Added | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 10,745 | $395.5K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,753 | $393.1K | 0.3% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 10,850 | $374.5K | 0.3% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,147 | $331.2K | 0.3% | −300−6.7% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,922 | $325.5K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,937 | $317.0K | 0.2% | −7,802−66.5% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,952 | $305.5K | 0.2% | −2,271−36.5% | Reduced | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 10,935 | $297.0K | 0.2% | −4,040−27.0% | Reduced | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 5,938 | $258.8K | 0.2% | +876+17.3% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,593 | $253.9K | 0.2% | +2,593 | New | – |
| XOMExxonMobil Holdings Corp | COM | 2,083 | $242.1K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,808 | $236.5K | 0.2% | +77+1.6% | Added | – |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 8,010 | $228.0K | 0.2% | 00.0% | Unchanged | – |
| ADBEAdobe Inc. | Stock | 450 | $227.1K | 0.2% | 00.0% | Unchanged | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,260 | $220.9K | 0.2% | +3,260 | New | History |
| Vanguard Real Estate ETF922908553 | ETF | 2,366 | $204.6K | 0.2% | +15+0.6% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,159 | $203.1K | 0.2% | +1,159 | New | – |
| Innovator ETFs Trust45782C359 | EMRGNG MKT APRIL | 8,053 | $202.2K | 0.2% | 00.0% | Unchanged | – |
Sold out since Q4 2023 (3)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| Innovator ETFs Trust45782C623 | EMERGING MKT PWR | 26,517 | $627.4K | 0.5% | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 11,800 | $592.7K | 0.5% | – |
| BNY Mellon ETF Trust09661T602 | CORE BOND ETF | 10,700 | $454.6K | 0.4% | – |