Pillar Financial Advisors, LLC
- SEC CIK
- 0002054958
- Latest filing
- Jul 24, 2026
The latest 13F from Pillar Financial Advisors, LLC covers Q2 2026 (filed Jul 24, 2026): 114 long positions worth $191.2M. The top 10 holdings make up 78.7% of the portfolio, and the largest is Dimensional U.S. Small Cap ETF at 12.5%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 10
- Est. +$117.4K
- Added
- 13
- Est. +$4.64M
- Reduced
- 21
- Est. −$2.02M
- Sold out
- 2
- Est. −$8.18K
Top 5 holdings
Share of this quarter's portfolio value
- Dimensional U.S. Small Cap ETF25434V50012.5%$23.9M
- Dimensional ETF Trust25434V40111.9%$22.7M
- Dimensional ETF Trust25434V79910.8%$20.6M
- Dimensional Ultrashort Fixed Income ETF25434V59110.3%$19.6M
- Dimensional ETF Trust25434V7249.6%$18.3M
Biggest buys
New and added positions, by estimated amount bought
- Dimensional Ultrashort Fixed Income ETF25434V591+$2.34MAdded
- Dimensional ETF Trust25434V666+$848.1KAdded
- Dimensional ETF Trust25434V401+$452.6KAdded
- Dimensional ETF Trust25434V799+$363.2KAdded
- Dimensional ETF Trust25434V815+$324.7KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Dimensional ETF Trust25434V401+0.62 pp11.3% → 11.9%
- Dimensional ETF Trust25434V666+0.39 pp6.3% → 6.6%
- Dimensional Ultrashort Fixed Income ETF25434V591+0.18 pp10.1% → 10.3%
- Dimensional ETF Trust25434V732+0.16 pp2.7% → 2.8%
- Dimensional ETF Trust25434V815+0.14 pp3.8% → 3.9%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard Wellington FD921935870−$1.30MReduced
- Vanguard World FD921910816−$218.6KReducedConverted for a 5-for-1 split
- Vanguard Morningstar Value ETF922908744−$104.2KReduced
- Vanguard Instl Index FD922040845−$94.5KReduced
- Vanguard Morningstar Growth ETF922908736−$85.0KReducedConverted for a 6-for-1 split
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Wellington FD921935870−0.82 pp1.3% → 0.5%
- Vanguard BD Index FDS92203C303−0.22 pp2.1% → 1.8%
- Dimensional ETF Trust25434V807−0.19 pp2.3% → 2.1%
- Dimensional ETF Trust25434V864−0.12 pp1.1% → 0.9%
- Vanguard Instl Index FD922040845−0.07 pp0.2% → 0.1%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $191.2M
- +$20.1M (+11.7%) vs. prior quarter
- Positions
- 114
- +8 vs. prior quarter
- Top 10 concentration
- 78.7%
- Top 10 as share of value
- Turnover
- 1.1%
- Q2 2026, one quarter
- Average holding period
- 7.0 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.
13F filings by quarter
7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $191.2M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 24, 2026 | 114 | $191.2M | Dimensional U.S. Small Cap ETFDimensional ETF TrustDimensional ETF Trust | vs. Q1 2026 | SEC |
| Q1 2026 | May 7, 2026 | 106 | $171.1M | Dimensional U.S. Small Cap ETFDimensional ETF TrustDimensional ETF Trust | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 2, 2026 | 111 | $165.8M | Dimensional U.S. Small Cap ETFDimensional ETF TrustDimensional ETF Trust | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 12, 2025 | 117 | $159.2M | Dimensional ETF TrustDimensional U.S. Small Cap ETFDimensional ETF Trust | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 23, 2025 | 109 | $144.8M | Dimensional U.S. Small Cap ETFDimensional ETF TrustDimensional ETF Trust | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 14, 2025 | 111 | $134.2M | Dimensional U.S. Small Cap ETFDimensional ETF TrustDimensional ETF Trust | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 7, 2025 | 116 | $130.6M | Dimensional U.S. Small Cap ETFDimensional ETF TrustDimensional ETF Trust | – | SEC |