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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 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ISHARES TR 11,027.0 $253K 0.07% $22.92
62 WMT WALMART INC Consumer Defensive 1,986.0 $247K 0.07% NEW $124.28 -6.8%
63 IEMG ISHARES INC 3,508.0 $245K 0.07% -345.0 -8.9% $69.74 +17.8%
64 SDG ISHARES TR 2,724.0 $229K 0.06% +283.0 +11.6% $83.95 +5.1%
65 VB VANGUARD INDEX FDS 804.0 $211K 0.06% NEW $261.92 +14.4%
66 AOA ISHARES TR 2,287.0 $202K 0.05% NEW $88.50 +9.5%
67 BAC BANK AMERICA CORP Financial Services 4,127.0 $201K 0.05% +182.0 +4.6% $48.75 +19.4%
Page 4 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%