Highland Financial Advisors
$455M 13F equity value
75 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Highland Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 528,512 | $46M | 10.2% |
| QQQM | INVESCO EXCH TRADED FD TR II | 149,327 | $45M | 10.0% |
| AVUS | AMERICAN CENTY ETF TR | 331,484 | $42M | 9.3% |
| DFAU | DIMENSIONAL ETF TRUST | 794,482 | $41M | 9.0% |
| VONG | VANGUARD SCOTTSDALE FDS | 299,639 | $38M | 8.4% |
| AVDE | AMERICAN CENTY ETF TR | 405,093 | $36M | 7.9% |
| AVUV | AMERICAN CENTY ETF TR | 199,471 | $25M | 5.5% |
| AVIG | AMERICAN CENTY ETF TR | 594,740 | $25M | 5.4% |
| AVSU | AMERICAN CENTY ETF TR | 175,042 | $15M | 3.4% |
| IWF | ISHARES TR | 104,434 | $13M | 2.9% |
Track Highland Financial Advisors's 13F portfolio: $455M in reported holdings, 75 positions. Top holdings and quarterly changes on SentiSense.
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