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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SDG	ISHARES TR	—	2,724	$229K	0.06%	SOLD
2	VB	VANGUARD INDEX FDS	—	804	$211K	0.06%	SOLD

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%