Pillar Financial Advisors, LLC

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...