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Portfolio (Quarterly) Guide ↗

Highland Financial Advisors, LLC

· CIK 0001939237
13F Portfolio $455M AUM 73 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 34 Added 16 Reduced 2 Exited
Page 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VONG VANGUARD SCOTTSDALE FDS 299,639.0 $38.3M 8.43% +53K +21.4% $127.81 -1.9%
2 AVDE AMERICAN CENTY ETF TR 405,093.0 $36.1M 7.95% +161K +66.2% $89.20 +6.2%
3 AVIG AMERICAN CENTY ETF TR 594,740.0 $24.6M 5.42% +30K +5.3% $41.41 -1.1%
4 AVSU AMERICAN CENTY ETF TR 175,042.0 $15.5M 3.41% +24K +15.9% $88.52 +0.9%
5 IWF ISHARES TR 104,434.0 $13.0M 2.85% +78K +299.7% $124.17 -1.9%
6 SGOV ISHARES TR 113,186.0 $11.4M 2.51% +4K +4.0% $100.67 -0.0%
7 AVEM AMERICAN CENTY ETF TR 115,763.0 $11.2M 2.46% +11K +10.1% $96.49 -1.8%
8 XCEM COLUMBIA ETF TR II 190,599.0 $10.1M 2.22% +14K +8.2% $52.88 -3.6%
9 VTI VANGUARD INDEX FDS 26,872.0 $9.9M 2.19% +1K +5.2% $370.04 +2.2%
10 AVSD AMERICAN CENTY ETF TR 80,278.0 $6.4M 1.41% +53K +193.0% $79.88 +4.8%
11 USXF ISHARES TR 77,452.0 $5.4M 1.18% +29K +60.7% $69.45 -2.2%
12 SMIN ISHARES TR 56,378.0 $4.0M 0.88% +15K +36.7% $70.73 +2.0%
13 XJR ISHARES TR 57,493.0 $3.0M 0.67% +6K +12.3% $52.75 -1.7%
14 AVSE AMERICAN CENTY ETF TR 30,967.0 $2.5M 0.56% +7K +26.8% $81.84 -3.2%
15 AAPL APPLE INC Technology 7,679.0 $2.2M 0.49% +141.0 +1.9% $289.37 +7.1%
16 MEAR ISHARES U S ETF TR 41,490.0 $2.1M 0.46% +1K +3.2% $50.38 -0.3%
17 IEFA ISHARES TR 20,291.0 $2.0M 0.43% +595.0 +3.0% $96.58 +5.0%
18 AMZN AMAZON COM INC Consumer Cyclical 6,350.0 $1.5M 0.33% +252.0 +4.1% $238.33 +9.5%
19 VGT VANGUARD WORLD FD 12,532.0 $1.5M 0.33% +9K +309.0% $119.52 -1.7%
20 DFAE DIMENSIONAL ETF TRUST 33,256.0 $1.3M 0.29% +5K +16.4% $40.21 -1.3%
Page 1 of 2  ·  34 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 54.5%
Technology 15.2%
Consumer Defensive 12.6%
Consumer Cyclical 7.7%
Communication Services 4.0%
Energy 3.3%
Healthcare 2.8%