Highland Financial Advisors, LLC Portfolio Holdings

Highland Financial Advisors, LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $277 Million distributed in 53 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 $31.5M, American Centy ETF Tr Avantis with a value of $26.1M, Dimensional ETF Tr with a value of $25.9M, Invesco Exchange Traded Fd Tr with a value of $25.6M, and American Centy ETF Tr Avantis with a value of $20.8M.

Examining the 13F form we can see an decrease of $11.2M in the current position value, from $289M to 277M.

Below you can find more details about Highland Financial Advisors, LLC portfolio as well as his latest detailed transactions.