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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 IWF ISHARES TR 26,129.0 $11.1M 2.94% -192.0 -0.7% $426.40 -72.3%
2 MEAR ISHARES U S ETF TR 40,218.0 $2.0M 0.54% -947.0 -2.3% $50.34 +0.0%
3 IEFA ISHARES TR 19,696.0 $1.8M 0.47% -407.0 -2.0% $90.53 +6.1%
4 VYM VANGUARD WHITEHALL FDS 9,423.0 $1.4M 0.37% -618.0 -6.2% $148.10 +7.3%
5 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 20,531.0 $1.2M 0.32% -1K -5.4% $59.03 -12.8%
6 VTV VANGUARD INDEX FDS 2,622.0 $514K 0.14% -173.0 -6.2% $196.20 +12.4%
7 DFAC DIMENSIONAL ETF TRUST 12,807.0 $498K 0.13% -1K -9.0% $38.86 +12.8%
8 V VISA INC Financial Services 1,018.0 $308K 0.08% -18.0 -1.7% $302.24 +9.4%
9 IEMG ISHARES INC 3,508.0 $245K 0.07% -345.0 -8.9% $69.74 +17.8%

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%