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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
Page 2 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VGT VANGUARD WORLD FD 3,064.0 $2.1M 0.56% +343.0 +12.6% $697.79 -83.5%
22 MEAR ISHARES U S ETF TR 40,218.0 $2.0M 0.54% -947.0 -2.3% $50.34 +0.0%
23 AVSD AMERICAN CENTY ETF TR 27,396.0 $2.0M 0.53% +2K +6.4% $73.65 +8.0%
24 AAPL APPLE INC Technology 7,538.0 $1.9M 0.51% +509.0 +7.2% $253.80 +8.4%
25 PM PHILIP MORRIS INTL INC Consumer Defensive 11,167.0 $1.8M 0.49% NEW $165.34 +8.2%
26 IEFA ISHARES TR 19,696.0 $1.8M 0.47% -407.0 -2.0% $90.53 +6.1%
27 AVSE AMERICAN CENTY ETF TR 24,427.0 $1.6M 0.43% +2K +7.7% $66.57 +21.5%
28 JPM JPMORGAN CHASE & CO Financial Services 4,870.0 $1.4M 0.38% +211.0 +4.5% $294.19 +13.9%
29 VYM VANGUARD WHITEHALL FDS 9,423.0 $1.4M 0.37% -618.0 -6.2% $148.10 +7.3%
30 AMZN AMAZON COM INC Consumer Cyclical 6,098.0 $1.3M 0.34% +1K +21.5% $208.26 +9.0%
31 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 20,531.0 $1.2M 0.32% -1K -5.4% $59.03 -12.8%
32 SLYV SPDR SERIES TRUST 11,388.0 $1.1M 0.28% +1K +10.1% $94.58 +14.4%
33 MO ALTRIA GROUP INC Consumer Defensive 15,236.0 $1.0M 0.27% NEW $65.99 +10.9%
34 DFAE DIMENSIONAL ETF TRUST 28,557.0 $967K 0.26% +3K +10.2% $33.86 +17.7%
35 XOM EXXON MOBIL CORP Energy 5,536.0 $939K 0.25% NEW $169.66 -18.9%
36 DFAW DIMENSIONAL ETF TRUST 12,587.0 $929K 0.24% $73.78 +11.3%
37 IVV ISHARES TR 1,405.0 $918K 0.24% +573.0 +68.9% $653.21 +12.8%
38 XVV ISHARES TR 16,867.0 $830K 0.22% +4K +27.2% $49.22 +13.3%
39 MSFT MICROSOFT CORP Technology 1,695.0 $628K 0.17% +375.0 +28.4% $370.24 -4.7%
40 BERKSHIRE HATHAWAY INC DEL 1,282.0 $614K 0.16% +261.0 +25.6% $479.20
Page 2 of 4  ·  67 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 59.2%
Consumer Defensive 12.0%
Technology 11.5%
Consumer Cyclical 6.5%
Communication Services 4.4%
Energy 3.6%
Healthcare 2.7%