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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVDV AMERICAN CENTY ETF TR 108,171.0 $11.1M 2.45% NEW $103.05 +9.3%
2 VONE VANGUARD SCOTTSDALE FDS 2,050.0 $694K 0.15% NEW $338.72 +2.5%
3 AMD ADVANCED MICRO DEVICES INC Technology 768.0 $446K 0.10% NEW $580.91 -17.5%
4 GLD SPDR GOLD TR Financial Services 964.0 $355K 0.08% NEW $368.38 +16.2%
5 SPY STATE STR SPDR S&P 500 ETF T Financial Services 437.0 $326K 0.07% NEW $746.77 +2.6%
6 DFAI DIMENSIONAL ETF TRUST 6,654.0 $274K 0.06% NEW $41.25 +5.6%
7 VEA VANGUARD TAX-MANAGED FDS 3,675.0 $262K 0.06% NEW $71.25 +3.6%
8 AVLV AMERICAN CENTY ETF TR 2,238.0 $204K 0.04% NEW $91.21 +3.5%

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