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Portfolio (Quarterly) Guide ↗

Highland Financial Advisors, LLC

· CIK 0001939237
13F Portfolio $379M AUM 67 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 40 Added 9 Reduced 6 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 7,538.0 $1.9M 0.51% +509.0 +7.2% $253.80 +8.4%
22 AVSE AMERICAN CENTY ETF TR 24,427.0 $1.6M 0.43% +2K +7.7% $66.57 +21.5%
23 JPM JPMORGAN CHASE & CO Financial Services 4,870.0 $1.4M 0.38% +211.0 +4.5% $294.19 +13.9%
24 AMZN AMAZON COM INC Consumer Cyclical 6,098.0 $1.3M 0.34% +1K +21.5% $208.26 +9.0%
25 SLYV SPDR SERIES TRUST 11,388.0 $1.1M 0.28% +1K +10.1% $94.58 +14.4%
26 DFAE DIMENSIONAL ETF TRUST 28,557.0 $967K 0.26% +3K +10.2% $33.86 +17.7%
27 IVV ISHARES TR 1,405.0 $918K 0.24% +573.0 +68.9% $653.21 +12.8%
28 XVV ISHARES TR 16,867.0 $830K 0.22% +4K +27.2% $49.22 +13.3%
29 MSFT MICROSOFT CORP Technology 1,695.0 $628K 0.17% +375.0 +28.4% $370.24 -4.7%
30 BERKSHIRE HATHAWAY INC DEL 1,282.0 $614K 0.16% +261.0 +25.6% $479.20
31 VOO VANGUARD INDEX FDS 826.0 $494K 0.13% +362.0 +78.0% $597.55 +13.2%
32 META META PLATFORMS INC Communication Services 858.0 $491K 0.13% +39.0 +4.8% $572.13 -5.1%
33 NVDA NVIDIA CORPORATION Technology 2,461.0 $429K 0.11% +323.0 +15.1% $174.37 +12.3%
34 TSLA TESLA INC Consumer Cyclical 1,078.0 $401K 0.11% +28.0 +2.7% $371.75 +0.9%
35 GOOG ALPHABET INC Communication Services 1,267.0 $363K 0.10% +143.0 +12.7% $286.77 +19.3%
36 EAGG ISHARES TR 7,533.0 $358K 0.10% +861.0 +12.9% $47.55 -0.0%
37 QQQ INVESCO QQQ TR Financial Services 593.0 $342K 0.09% +219.0 +58.6% $576.89 +24.2%
38 GOOGL ALPHABET INC Communication Services 1,016.0 $292K 0.08% +341.0 +50.5% $287.69 +19.5%
39 SDG ISHARES TR 2,724.0 $229K 0.06% +283.0 +11.6% $83.95 +5.1%
40 BAC BANK AMERICA CORP Financial Services 4,127.0 $201K 0.05% +182.0 +4.6% $48.75 +19.4%
Page 2 of 2  ·  40 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 59.2%
Consumer Defensive 12.0%
Technology 11.5%
Consumer Cyclical 6.5%
Communication Services 4.4%
Energy 3.6%
Healthcare 2.7%