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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PM PHILIP MORRIS INTL INC Consumer Defensive 11,167.0 $1.8M 0.49% NEW $165.34 +8.2%
2 MO ALTRIA GROUP INC Consumer Defensive 15,236.0 $1.0M 0.27% NEW $65.99 +10.9%
3 XOM EXXON MOBIL CORP Energy 5,536.0 $939K 0.25% NEW $169.66 -18.9%
4 JNJ JOHNSON & JOHNSON Healthcare 1,728.0 $422K 0.11% NEW $244.42 +0.2%
5 WMT WALMART INC Consumer Defensive 1,986.0 $247K 0.07% NEW $124.28 -6.8%
6 VB VANGUARD INDEX FDS 804.0 $211K 0.06% NEW $261.92 +14.4%
7 AOA ISHARES TR 2,287.0 $202K 0.05% NEW $88.50 +9.5%

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%