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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 3 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQ INVESCO QQQ TR Financial Services 902.0 $664K 0.15% +309.0 +52.1% $736.58 -3.5%
42 IVV ISHARES TR 846.0 $634K 0.14% -559.0 -39.8% $748.89 +2.8%
43 VTV VANGUARD INDEX FDS 2,752.0 $600K 0.13% +130.0 +5.0% $217.93 +4.1%
44 DFAC DIMENSIONAL ETF TRUST 12,807.0 $568K 0.12% $44.36 +2.7%
45 VOO VANGUARD INDEX FDS 827.0 $568K 0.12% $686.81 +2.5%
46 BERKSHIRE HATHAWAY INC DEL 1,120.0 $560K 0.12% -162.0 -12.6% $500.39
47 NVDA NVIDIA CORPORATION Technology 2,659.0 $532K 0.12% +198.0 +8.1% $200.06 +6.5%
48 GOOGL ALPHABET INC Communication Services 1,487.0 $531K 0.12% +471.0 +46.4% $357.35 -2.9%
49 META META PLATFORMS INC Communication Services 881.0 $496K 0.11% +23.0 +2.7% $563.29 +1.2%
50 GOOG ALPHABET INC 1,391.0 $491K 0.11% +124.0 +9.8% $353.23
51 TSLA TESLA INC Consumer Cyclical 1,073.0 $451K 0.10% $420.60 -16.7%
52 AMD ADVANCED MICRO DEVICES INC Technology 768.0 $446K 0.10% NEW $580.91 -17.5%
53 JNJ JOHNSON & JOHNSON Healthcare 1,726.0 $438K 0.10% $253.91 +7.6%
54 EAGG ISHARES TR 7,806.0 $370K 0.08% +273.0 +3.6% $47.41 -1.0%
55 GLD SPDR GOLD TR Financial Services 964.0 $355K 0.08% NEW $368.38 +16.2%
56 V VISA INC Financial Services 1,034.0 $355K 0.08% +16.0 +1.6% $343.10 +12.0%
57 SPY STATE STR SPDR S&P 500 ETF T Financial Services 437.0 $326K 0.07% NEW $746.77 +2.6%
58 IEMG ISHARES INC 3,730.0 $309K 0.07% +222.0 +6.3% $82.85 -1.2%
59 DFAI DIMENSIONAL ETF TRUST 6,654.0 $274K 0.06% NEW $41.25 +5.6%
60 CI THE CIGNA GROUP Healthcare 995.0 $274K 0.06% -5.0 -0.5% $275.65 +1.3%
Page 3 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%