Highland Financial Advisors, LLC Portfolio Holdings
Highland Financial Advisors, LLC
- $353 Million
- Q4 2025
Highland Financial Advisors, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $353 Million distributed in 66 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $40.2M, Invesco Exchange Traded Fd Tr with a value of $36.8M, Dimensional ETF Tr with a value of $34.2M, American Centy ETF Tr Avantis with a value of $33.8M, and Vanguard Russell 1000 Growth E with a value of $27.6M.
Examining the 13F form we can see an increase of $7.25M in the current position value, from $346M to 353M.
Below you can find more details about Highland Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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