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Portfolio (Quarterly) Guide ↗

Highland Financial Advisors, LLC

· CIK 0001939237
13F Portfolio $361M AUM 66 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New
Page 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 1,050.0 $472K 0.13% NEW $449.72 -16.6%
42 NVDA NVIDIA CORPORATION Technology 2,138.0 $399K 0.11% NEW $186.50 +5.0%
43 V VISA INC Financial Services 1,036.0 $363K 0.10% NEW $350.71 -5.8%
44 GOOG ALPHABET INC Communication Services 1,124.0 $353K 0.10% NEW $313.80 +9.0%
45 EAGG ISHARES TR 6,672.0 $319K 0.09% NEW $47.85 -0.6%
46 VOO VANGUARD INDEX FDS 464.0 $291K 0.08% NEW $627.13 +7.8%
47 AGG ISHARES TR 2,887.0 $288K 0.08% NEW $99.88 -0.6%
48 CI THE CIGNA GROUP Healthcare 996.0 $274K 0.08% NEW $275.23 +2.4%
49 IBDU ISHARES TR 11,110.0 $260K 0.07% NEW $23.41 -1.0%
50 IEMG ISHARES INC 3,853.0 $259K 0.07% NEW $67.22 +22.2%
51 IBDT ISHARES TR 10,162.0 $259K 0.07% NEW $25.46 -0.9%
52 IBDS ISHARES TR 10,606.0 $258K 0.07% NEW $24.28 -0.3%
53 ISHARES TR 11,698.0 $257K 0.07% NEW $21.95
54 IBDR ISHARES TR 10,575.0 $256K 0.07% NEW $24.23 -0.0%
55 ISHARES TR 11,430.0 $256K 0.07% NEW $22.37
56 ISHARES TR 11,306.0 $254K 0.07% NEW $22.47
57 ISHARES TR 11,027.0 $252K 0.07% NEW $22.88
58 BX BLACKSTONE INC Financial Services 1,613.0 $249K 0.07% NEW $154.14 -25.9%
59 QQQ INVESCO QQQ TR Financial Services 374.0 $230K 0.06% NEW $614.52 +16.6%
60 BAC BANK AMERICA CORP Financial Services 3,945.0 $217K 0.06% NEW $55.00 +5.8%
Page 3 of 4  ·  66 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 70.1%
Technology 15.3%
Consumer Cyclical 7.9%
Communication Services 5.3%
Healthcare 1.3%