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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 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VEA VANGUARD TAX-MANAGED FDS 3,675.0 $262K 0.06% NEW $71.25 +3.6%
62 IBDU ISHARES TR 11,110.0 $257K 0.06% $23.16 -0.3%
63 IBDS ISHARES TR 10,606.0 $257K 0.06% $24.22 -0.1%
64 IBDT ISHARES TR 10,162.0 $257K 0.06% $25.25 -0.1%
65 IBDR ISHARES TR 10,575.0 $256K 0.06% $24.23 +0.0%
66 ISHARES TR 11,698.0 $253K 0.06% $21.65
67 ISHARES TR 11,430.0 $253K 0.06% $22.14
68 ISHARES TR 11,306.0 $253K 0.06% $22.37
69 ISHARES TR 11,027.0 $252K 0.06% $22.89
70 WMT WALMART INC Consumer Defensive 2,095.0 $237K 0.05% +109.0 +5.5% $113.26 -7.0%
71 BAC BANK AMERICA CORP Financial Services 4,090.0 $233K 0.05% -37.0 -0.9% $56.98 +9.6%
72 AOA ISHARES TR 2,298.0 $224K 0.05% $97.60 +1.7%
73 AVLV AMERICAN CENTY ETF TR 2,238.0 $204K 0.04% NEW $91.21 +3.5%
Page 4 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%