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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 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTV VANGUARD INDEX FDS 2,622.0 $514K 0.14% -173.0 -6.2% $196.20 +12.4%
42 DFAC DIMENSIONAL ETF TRUST 12,807.0 $498K 0.13% -1K -9.0% $38.86 +12.8%
43 VOO VANGUARD INDEX FDS 826.0 $494K 0.13% +362.0 +78.0% $597.55 +13.2%
44 META META PLATFORMS INC Communication Services 858.0 $491K 0.13% +39.0 +4.8% $572.13 -5.1%
45 NVDA NVIDIA CORPORATION Technology 2,461.0 $429K 0.11% +323.0 +15.1% $174.37 +12.3%
46 JNJ JOHNSON & JOHNSON Healthcare 1,728.0 $422K 0.11% NEW $244.42 +0.2%
47 TSLA TESLA INC Consumer Cyclical 1,078.0 $401K 0.11% +28.0 +2.7% $371.75 +0.9%
48 GOOG ALPHABET INC Communication Services 1,267.0 $363K 0.10% +143.0 +12.7% $286.77 +19.3%
49 EAGG ISHARES TR 7,533.0 $358K 0.10% +861.0 +12.9% $47.55 -0.0%
50 QQQ INVESCO QQQ TR Financial Services 593.0 $342K 0.09% +219.0 +58.6% $576.89 +24.2%
51 V VISA INC Financial Services 1,018.0 $308K 0.08% -18.0 -1.7% $302.24 +9.4%
52 GOOGL ALPHABET INC Communication Services 1,016.0 $292K 0.08% +341.0 +50.5% $287.69 +19.5%
53 CI THE CIGNA GROUP Healthcare 1,000.0 $267K 0.07% $266.72 +5.7%
54 IBDU ISHARES TR 11,110.0 $258K 0.07% $23.26 -0.4%
55 IBDT ISHARES TR 10,162.0 $257K 0.07% $25.33 -0.4%
56 IBDS ISHARES TR 10,606.0 $257K 0.07% $24.24 -0.2%
57 IBDR ISHARES TR 10,575.0 $256K 0.07% $24.24 -0.1%
58 ISHARES TR 11,698.0 $256K 0.07% $21.84
59 ISHARES TR 11,430.0 $255K 0.07% $22.28
60 ISHARES TR 11,306.0 $254K 0.07% $22.43
Page 3 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%