P

Pillar Financial Advisors, LLC

RIA/Wealth

Pillar Financial Advisors, LLC is a RIA/Wealth based in Louisville, KY led by Gregory Michael Curry, reporting $313.8M in AUM as of Q3 2025 with 99% ETF concentration, 75% concentrated in top 10 holdings, and minimal technology exposure.

MemberGregory Michael Curry
Portfolio Value
$159.2M
Positions
117
Top Holding
DFUS at 12.18%
Last Reported
Q3 2025
Address3046 Breckenridge Lane, Suite 104, Louisville, KY, 40220, United States

Top Holdings

Largest long holdings in Pillar Financial Advisors, LLC's portfolio (75.4% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$19.4M
12.18%
+$407.4K
Bought
267.8K shares
ETF
ETF
$19.4M
12.15%
+$240.7K
Bought
282.7K shares
ETF
ETF
$17.0M
10.66%
+$583.9K
Bought
517.8K shares
ETF
ETF
$15.7M
9.86%
-$105.8K
Sold
351.4K shares
ETF
ETF
$14.3M
8.97%
+$3.0M
Bought
281.3K shares
ETF
ETF
$9.0M
5.63%
-$22.4K
Sold
153.9K shares
ETF
ETF
$8.9M
5.58%
+$462.4K
Bought
270.2K shares
ETF
ETF
$6.5M
4.11%
+$1.1M
Bought
274.1K shares
ETF
ETF
$5.4M
3.38%
+$331.6K
Bought
169.3K shares
ETF
ETF
$4.5M
2.83%
+$262.8K
Bought
140.3K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Pillar Financial Advisors, LLC's latest filing

See all changes
Market Value
$159.2M
Prior: $144.8M
Q/Q Change
+9.96%
+$14.4M
Net Flows % of MV
+3.89%
Turnover Ratio
2.29%
New Purchases
10 stocks
$93.4K
Added To
15 stocks
+$6.6M
Sold Out Of
2 stocks
$24.1K
Reduced Holdings
19 stocks
-$523.1K

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
1
Intel logo
Intel
INTC
Sold
Sold
-15.75%
-11.72%
-9.95%

Analytics

Portfolio insights and performance metrics for Pillar Financial Advisors, LLC

View analytics

Sector Allocation

ETF: 98.50%ETFFinancial Services: 0.80%Healthcare: 0.20%Utilities: 0.10%Real Estate: 0.10%Technology: 0.10%
ETF
98.50%
Financial Services
0.80%
Healthcare
0.20%
Utilities
0.10%
Real Estate
0.10%
Technology
0.10%

Market Cap Distribution

Mega Cap (> $200B): 0.16%Large Cap ($10B - $200B): 0.25%Mid Cap ($2B - $10B): 0.66%Small Cap ($300M - $2B): 0.19%Nano Cap (< $50M): 0.00%N/A (ETF or Unknown): 98.74%N/A (ETF or Unknown)
Mega Cap (> $200B)
0.16%
Large Cap ($10B - $200B)
0.25%
Mid Cap ($2B - $10B)
0.66%
Small Cap ($300M - $2B)
0.19%
Nano Cap (< $50M)
0.00%
N/A (ETF or Unknown)
98.74%

Portfolio Concentration

Top 10 Holdings %
75.36%
Top 20 Holdings %
91.41%
Top 50 Holdings %
99.06%
Top 100 Holdings %
99.99%

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.