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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 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLYV SPDR SERIES TRUST 12,179.0 $1.3M 0.29% +791.0 +7.0% $109.11 +0.7%
22 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 22,085.0 $1.1M 0.25% +2K +7.6% $51.05 +34.6%
23 XOM EXXON MOBIL CORP Energy 6,117.0 $836K 0.18% +581.0 +10.5% $136.71 +17.5%
24 MSFT MICROSOFT CORP Technology 1,840.0 $686K 0.15% +145.0 +8.6% $373.03 +31.8%
25 QQQ INVESCO QQQ TR Financial Services 902.0 $664K 0.15% +309.0 +52.1% $736.58 -3.5%
26 VTV VANGUARD INDEX FDS 2,752.0 $600K 0.13% +130.0 +5.0% $217.93 +4.1%
27 NVDA NVIDIA CORPORATION Technology 2,659.0 $532K 0.12% +198.0 +8.1% $200.06 +6.5%
28 GOOGL ALPHABET INC Communication Services 1,487.0 $531K 0.12% +471.0 +46.4% $357.35 -2.9%
29 META META PLATFORMS INC Communication Services 881.0 $496K 0.11% +23.0 +2.7% $563.29 +1.2%
30 GOOG ALPHABET INC 1,391.0 $491K 0.11% +124.0 +9.8% $353.23
31 EAGG ISHARES TR 7,806.0 $370K 0.08% +273.0 +3.6% $47.41 -1.0%
32 V VISA INC Financial Services 1,034.0 $355K 0.08% +16.0 +1.6% $343.10 +12.0%
33 IEMG ISHARES INC 3,730.0 $309K 0.07% +222.0 +6.3% $82.85 -1.2%
34 WMT WALMART INC Consumer Defensive 2,095.0 $237K 0.05% +109.0 +5.5% $113.26 -7.0%
Page 2 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%