Highland Financial Advisors

Highland Financial Advisors as of March 31, 2026

Portfolio Holdings for Highland Financial Advisors

Highland Financial Advisors holds 67 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPYM) 11.1 $42M 548k 76.54
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 9.9 $38M 158k 237.62
American Centy Etf Tr Us Eqt Etf (AVUS) 9.8 $37M 335k 111.18
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 9.7 $37M 810k 45.12
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 7.1 $27M 247k 109.69
American Centy Etf Tr Avantis Core Fi (AVIG) 6.2 $24M 565k 41.54
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.0 $23M 205k 110.47
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.5 $21M 244k 84.84
Goldman Sachs Etf Tr Innovat Eq Etf (GINN) 4.5 $17M 250k 68.30
Ishares Gold Tr Ishares New (IAU) 3.1 $12M 134k 88.16
American Centy Etf Tr Avantis Respon U (AVSU) 2.9 $11M 151k 73.92
Ishares Tr Rus 1000 Grw Etf (IWF) 2.9 $11M 26k 426.40
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.9 $11M 109k 100.66
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.2 $8.5M 105k 80.58
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $8.2M 26k 320.81
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 1.9 $7.2M 176k 40.81
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $3.1M 106k 29.13
Ishares Tr Esg Msci Usa Etf (USXF) 0.7 $2.7M 48k 55.20
Ishares Tr Msci India Sm Cp (SMIN) 0.7 $2.5M 41k 59.96
Ishares Tr Esg Select Scree (XJR) 0.6 $2.2M 51k 43.54
Vanguard World Inf Tech Etf (VGT) 0.6 $2.1M 3.1k 697.79
Ishares U S Etf Tr Short Maturity M (MEAR) 0.5 $2.0M 40k 50.34
American Centy Etf Tr Avantis Responsi (AVSD) 0.5 $2.0M 27k 73.65
Apple (AAPL) 0.5 $1.9M 7.5k 253.80
Philip Morris International (PM) 0.5 $1.8M 11k 165.34
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.8M 20k 90.53
American Centy Etf Tr Avantis Responsi (AVSE) 0.4 $1.6M 24k 66.57
JPMorgan Chase & Co. (JPM) 0.4 $1.4M 4.9k 294.19
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $1.4M 9.4k 148.10
Amazon (AMZN) 0.3 $1.3M 6.1k 208.26
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $1.2M 21k 59.03
Spdr Series Trust State Street Spd (SLYV) 0.3 $1.1M 11k 94.58
Altria (MO) 0.3 $1.0M 15k 65.99
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $967k 29k 33.86
Exxon Mobil Corporation (XOM) 0.2 $939k 5.5k 169.66
Dimensional Etf Trust World Equity Etf (DFAW) 0.2 $929k 13k 73.78
Ishares Tr Core S&p500 Etf (IVV) 0.2 $918k 1.4k 653.21
Ishares Tr Esg Select Scre (XVV) 0.2 $830k 17k 49.22
Microsoft Corporation (MSFT) 0.2 $628k 1.7k 370.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $614k 1.3k 479.20
Vanguard Index Fds Value Etf (VTV) 0.1 $514k 2.6k 196.20
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $498k 13k 38.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $494k 826.00 597.55
Meta Platforms Cl A (META) 0.1 $491k 858.00 572.13
NVIDIA Corporation (NVDA) 0.1 $429k 2.5k 174.37
Johnson & Johnson (JNJ) 0.1 $422k 1.7k 244.42
Tesla Motors (TSLA) 0.1 $401k 1.1k 371.75
Alphabet Cap Stk Cl C (GOOG) 0.1 $363k 1.3k 286.77
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $358k 7.5k 47.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $342k 593.00 576.89
Visa Com Cl A (V) 0.1 $308k 1.0k 302.24
Alphabet Cap Stk Cl A (GOOGL) 0.1 $292k 1.0k 287.69
Cigna Corp (CI) 0.1 $267k 1.0k 266.72
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $258k 11k 23.26
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $257k 10k 25.33
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $257k 11k 24.24
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $256k 11k 24.24
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $256k 12k 21.84
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $255k 11k 22.28
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $254k 11k 22.43
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $253k 11k 22.91
Wal-Mart Stores (WMT) 0.1 $247k 2.0k 124.28
Ishares Core Msci Emkt (IEMG) 0.1 $245k 3.5k 69.74
Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $229k 2.7k 83.95
Vanguard Index Fds Small Cp Etf (VB) 0.1 $211k 804.00 261.92
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $202k 2.3k 88.50
Bank of America Corporation (BAC) 0.1 $201k 4.1k 48.75