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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
Page 1 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 528,512.0 $46.4M 10.22% -20K -3.6% $87.88 +2.6%
2 QQQM INVESCO EXCH TRADED FD TR II 149,327.0 $45.2M 9.95% -9K -5.4% $302.97 -3.4%
3 AVUS AMERICAN CENTY ETF TR 331,484.0 $42.5M 9.34% -4K -1.1% $128.08 +1.8%
4 DFAU DIMENSIONAL ETF TRUST 794,482.0 $41.1M 9.03% -16K -1.9% $51.69 +2.6%
5 VONG VANGUARD SCOTTSDALE FDS 299,639.0 $38.3M 8.43% +53K +21.4% $127.81 -1.9%
6 AVDE AMERICAN CENTY ETF TR 405,093.0 $36.1M 7.95% +161K +66.2% $89.20 +6.2%
7 AVUV AMERICAN CENTY ETF TR 199,471.0 $24.9M 5.47% -5K -2.5% $124.76 +0.5%
8 AVIG AMERICAN CENTY ETF TR 594,740.0 $24.6M 5.42% +30K +5.3% $41.41 -1.1%
9 AVSU AMERICAN CENTY ETF TR 175,042.0 $15.5M 3.41% +24K +15.9% $88.52 +0.8%
10 IWF ISHARES TR 104,434.0 $13.0M 2.85% +78K +299.7% $124.17 -1.9%
11 SGOV ISHARES TR 113,186.0 $11.4M 2.51% +4K +4.0% $100.67 -0.0%
12 AVEM AMERICAN CENTY ETF TR 115,763.0 $11.2M 2.46% +11K +10.1% $96.49 -1.8%
13 AVDV AMERICAN CENTY ETF TR 108,171.0 $11.1M 2.45% NEW $103.05 +9.3%
14 XCEM COLUMBIA ETF TR II 190,599.0 $10.1M 2.22% +14K +8.2% $52.88 -3.6%
15 VTI VANGUARD INDEX FDS 26,872.0 $9.9M 2.19% +1K +5.2% $370.04 +2.2%
16 IAU ISHARES GOLD TR Financial Services 123,538.0 $9.3M 2.05% -10K -7.4% $75.51 +16.2%
17 AVSD AMERICAN CENTY ETF TR 80,278.0 $6.4M 1.41% +53K +193.0% $79.88 +4.7%
18 USXF ISHARES TR 77,452.0 $5.4M 1.18% +29K +60.7% $69.45 -2.2%
19 SMIN ISHARES TR 56,378.0 $4.0M 0.88% +15K +36.7% $70.73 +2.0%
20 GINN GOLDMAN SACHS ETF TR 46,412.0 $3.7M 0.80% -204K -81.5% $78.77 +5.2%
Page 1 of 4  ·  73 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 54.5%
Technology 15.2%
Consumer Defensive 12.6%
Consumer Cyclical 7.7%
Communication Services 4.0%
Energy 3.3%
Healthcare 2.8%