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Highland Financial Advisors, LLC 13F holdings

Filed 2026-07-09 · Highland Financial Advisors, LLC · 73 positions · $454.6M

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TickerCompanySharesValue% of portfolio
SPYMSPDR SERIES TRUST528.5K$46.4M10.2%
QQQMINVESCO EXCH TRADED FD TR II149.3K$45.2M10.0%
AVUSAMERICAN CENTY ETF TR331.5K$42.5M9.3%
DFAUDIMENSIONAL ETF TRUST794.5K$41.1M9.0%
VONGVANGUARD SCOTTSDALE FDS299.6K$38.3M8.4%
AVDEAMERICAN CENTY ETF TR405.1K$36.1M7.9%
AVUVAMERICAN CENTY ETF TR199.5K$24.9M5.5%
AVIGAMERICAN CENTY ETF TR594.7K$24.6M5.4%
AVSUAMERICAN CENTY ETF TR175.0K$15.5M3.4%
IWFISHARES TR104.4K$13.0M2.9%
SGOVISHARES TR113.2K$11.4M2.5%
AVEMAMERICAN CENTY ETF TR115.8K$11.2M2.5%
AVDVAMERICAN CENTY ETF TR108.2K$11.1M2.5%
XCEMCOLUMBIA ETF TR II190.6K$10.1M2.2%
VTIVANGUARD INDEX FDS26.9K$9.9M2.2%
IAUISHARES GOLD TR123.5K$9.3M2.1%
AVSDAMERICAN CENTY ETF TR80.3K$6.4M1.4%
USXFISHARES TR77.5K$5.4M1.2%
SMINISHARES TR56.4K$4.0M0.9%
—GOLDMAN SACHS ETF TR46.4K$3.7M0.8%
SCHGSCHWAB STRATEGIC TR96.6K$3.3M0.7%
XJRISHARES TR57.5K$3.0M0.7%
AVSEAMERICAN CENTY ETF TR31.0K$2.5M0.6%
AAPLAPPLE INC7.7K$2.2M0.5%
MEARISHARES U S ETF TR41.5K$2.1M0.5%
IEFAISHARES TR20.3K$2.0M0.4%
PMPHILIP MORRIS INTL INC10.8K$2.0M0.4%
JPMJPMORGAN CHASE & CO4.9K$1.6M0.4%
AMZNAMAZON COM INC6.3K$1.5M0.3%
VGTVANGUARD WORLD FD12.5K$1.5M0.3%
VYMVANGUARD WHITEHALL FDS9.1K$1.4M0.3%
DFAEDIMENSIONAL ETF TRUST33.3K$1.3M0.3%
SLYVSPDR SERIES TRUST12.2K$1.3M0.3%
FBTCFIDELITY WISE ORIGIN BITCOIN22.1K$1.1M0.2%
DFAWDIMENSIONAL ETF TRUST12.6K$1.0M0.2%
MOALTRIA GROUP INC14.4K$1.0M0.2%
EXMOCEXXON MOBIL CORP6.1K$836,2660.2%
XVVISHARES TR14.3K$811,2450.2%
VONEVANGUARD SCOTTSDALE FDS2.0K$694,3760.2%
MSFTMICROSOFT CORP1.8K$686,3700.2%
QQQINVESCO QQQ TR902$664,3920.1%
IVVISHARES TR846$633,5610.1%
VTVVANGUARD INDEX FDS2.8K$599,7430.1%
DFACDIMENSIONAL ETF TRUST12.8K$568,1190.1%
VOOVANGUARD INDEX FDS827$567,9920.1%
BRK-BBERKSHIRE HATHAWAY INC DEL1.1K$560,4370.1%
NVDANVIDIA CORPORATION2.7K$531,9620.1%
GOOGLALPHABET INC1.5K$531,3790.1%
METAMETA PLATFORMS INC881$496,2580.1%
GOOGALPHABET INC1.4K$491,3430.1%
TSLATESLA INC1.1K$451,3040.1%
AMDADVANCED MICRO DEVICES INC768$446,1390.1%
JNJJOHNSON & JOHNSON1.7K$438,2540.1%
EAGGISHARES TR7.8K$370,0820.1%
GLDSPDR GOLD TR964$355,1180.1%
VVISA INC1.0K$354,7660.1%
SPYSTATE STR SPDR S&P 500 ETF T437$326,3380.1%
ACWIISHARES INC3.7K$309,0170.1%
DFAIDIMENSIONAL ETF TRUST6.7K$274,4780.1%
CITHE CIGNA GROUP995$274,2740.1%
Top Fund Holdings
13F
Top Fund Holdings

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