BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 2 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHG SCHWAB STRATEGIC TR 96,624.0 $3.3M 0.72% -9K -8.9% $33.84 +4.4%
22 XJR ISHARES TR 57,493.0 $3.0M 0.67% +6K +12.3% $52.75 -2.0%
23 AVSE AMERICAN CENTY ETF TR 30,967.0 $2.5M 0.56% +7K +26.8% $81.84 -3.4%
24 AAPL APPLE INC Technology 7,679.0 $2.2M 0.49% +141.0 +1.9% $289.37 +7.1%
25 MEAR ISHARES U S ETF TR 41,490.0 $2.1M 0.46% +1K +3.2% $50.38 -0.3%
26 IEFA ISHARES TR 20,291.0 $2.0M 0.43% +595.0 +3.0% $96.58 +5.0%
27 PM PHILIP MORRIS INTL INC Consumer Defensive 10,792.0 $2.0M 0.43% -375.0 -3.4% $180.91 +7.2%
28 JPM JPMORGAN CHASE & CO Financial Services 4,883.0 $1.6M 0.35% $327.30 +9.0%
29 AMZN AMAZON COM INC Consumer Cyclical 6,350.0 $1.5M 0.33% +252.0 +4.1% $238.33 +9.5%
30 VGT VANGUARD WORLD FD 12,532.0 $1.5M 0.33% +9K +309.0% $119.52 -1.7%
31 VYM VANGUARD WHITEHALL FDS 9,138.0 $1.4M 0.32% -285.0 -3.0% $158.04 +4.3%
32 DFAE DIMENSIONAL ETF TRUST 33,256.0 $1.3M 0.29% +5K +16.4% $40.21 -1.3%
33 SLYV SPDR SERIES TRUST 12,179.0 $1.3M 0.29% +791.0 +7.0% $109.11 +0.7%
34 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 22,085.0 $1.1M 0.25% +2K +7.6% $51.05 +34.6%
35 DFAW DIMENSIONAL ETF TRUST 12,587.0 $1.0M 0.23% $82.79 +3.1%
36 MO ALTRIA GROUP INC Consumer Defensive 14,437.0 $1.0M 0.23% -799.0 -5.2% $71.95 -5.4%
37 XOM EXXON MOBIL CORP Energy 6,117.0 $836K 0.18% +581.0 +10.5% $136.71 +17.5%
38 XVV ISHARES TR 14,285.0 $811K 0.18% -3K -15.3% $56.79 +3.2%
39 VONE VANGUARD SCOTTSDALE FDS 2,050.0 $694K 0.15% NEW $338.72 +2.5%
40 MSFT MICROSOFT CORP Technology 1,840.0 $686K 0.15% +145.0 +8.6% $373.03 +31.8%
Page 2 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%