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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 1 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 548,404.0 $42.0M 11.08% +40K +7.9% $76.54 +12.8%
2 QQQM INVESCO EXCH TRADED FD TR II 157,863.0 $37.5M 9.90% +11K +7.6% $237.62 +24.1%
3 AVUS AMERICAN CENTY ETF TR 335,193.0 $37.3M 9.84% +25K +8.1% $111.18 +14.0%
4 DFAU DIMENSIONAL ETF TRUST 810,253.0 $36.6M 9.65% +66K +8.9% $45.12 +12.7%
5 VONG VANGUARD SCOTTSDALE FDS 246,834.0 $27.1M 7.15% +19K +8.3% $109.69 +10.9%
6 AVIG AMERICAN CENTY ETF TR 564,832.0 $23.5M 6.20% +35K +6.6% $41.54 -0.1%
7 AVUV AMERICAN CENTY ETF TR 204,647.0 $22.6M 5.97% +11K +5.5% $110.47 +12.4%
8 AVDE AMERICAN CENTY ETF TR 243,720.0 $20.7M 5.46% +11K +4.9% $84.84 +5.1%
9 GINN GOLDMAN SACHS ETF TR 250,282.0 $17.1M 4.51% +13K +5.4% $68.30 +11.8%
10 IAU ISHARES GOLD TR Financial Services 133,472.0 $11.8M 3.11% +10K +7.8% $88.16 -14.1%
11 AVSU AMERICAN CENTY ETF TR 151,038.0 $11.2M 2.95% +14K +10.4% $73.92 +18.0%
12 IWF ISHARES TR 26,129.0 $11.1M 2.94% -192.0 -0.7% $426.40 -72.3%
13 SGOV ISHARES TR 108,848.0 $11.0M 2.89% +3K +2.4% $100.66 -0.0%
14 AVEM AMERICAN CENTY ETF TR 105,148.0 $8.5M 2.24% +4K +3.7% $80.58 +18.7%
15 VTI VANGUARD INDEX FDS 25,554.0 $8.2M 2.17% $320.81 +13.5%
16 XCEM COLUMBIA ETF TR II 176,166.0 $7.2M 1.90% +9K +5.6% $40.81 +27.7%
17 SCHG SCHWAB STRATEGIC TR 106,086.0 $3.1M 0.82% +20K +22.9% $29.13 +12.0%
18 USXF ISHARES TR 48,204.0 $2.7M 0.70% +5K +12.0% $55.20 +23.9%
19 SMIN ISHARES TR 41,233.0 $2.5M 0.65% +2K +4.4% $59.96 +16.2%
20 XJR ISHARES TR 51,192.0 $2.2M 0.59% +5K +11.0% $43.54 +19.3%
Page 1 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%