DOSSIER · 13F-HR · Q3 2026
Pillar Financial Advisors, LLC
$183M in tracked AUM across 113 positions as of Q3 2026.
PF
CIK 0002054958 · last filed Sep 30, 2026
AI Analysis · Q3 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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.