DOSSIER · 13F-HR · Q2 2026
Pillar Financial Advisors, LLC
$191M in tracked AUM across 114 positions as of Q2 2026.
PF
CIK 0002054958 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Pillar Financial Advisors, LLC manages a portfolio with a total market value of approximately $134.64 million as of the report date September 30, 2025. This represents a growth of 10.6% from the previous quarter's value of $121.78 million. The portfolio is relatively concentrated in terms of security count but highly diversified in terms of underlying exposure, comprising 50 holdings.
The structure of the portfolio indicates a "core-satellite" approach or a u...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.