Highland Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Highland Financial Advisors, LLC held in its portfolio 64 assets valued at $360,653,800 (i.e. $360.65M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($41.73M), INVESCO EXCH TRADED FD TR II ($37.11M), and DIMENSIONAL ETF TRUST ($34.84M).
The chart below shows the top 10 valuable assets, and the table below shows the top 64 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Highland Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 518749 | 41725274 | STATE STREET SPD |
| INVESCO EXCH TRADED FD TR II | 146715 | 37107149 | NASDAQ 100 ETF |
| DIMENSIONAL ETF TRUST | 744328 | 34834573 | US CORE EQT MKT |
| AMERICAN CENTY ETF TR | 310056 | 34658013 | US EQT ETF |
| VANGUARD SCOTTSDALE FDS | 227962 | 27754383 | VNG RUS1000GRW |
| AMERICAN CENTY ETF TR | 529715 | 22207250 | AVANTIS CORE FI |
| AMERICAN CENTY ETF TR | 194047 | 19788911 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 232297 | 19122714 | INTL EQT ETF |
| GOLDMAN SACHS ETF TR | 237558 | 17365549 | INNOVAT EQ ETF |
| ISHARES TR | 26321 | 12457684 | RUS 1000 GRW ETF |
| ISHARES TR | 106307 | 10671083 | 0-3 MNTH TREASRY |
| AMERICAN CENTY ETF TR | 136746 | 10433720 | AVANTIS RESPON U |
| ISHARES GOLD TR | 123785 | 10047628 | ISHARES NEW |
| VANGUARD INDEX FDS | 25591 | 8579738 | TOTAL STK MKT |
| AMERICAN CENTY ETF TR | 101419 | 7811298 | AVANTIS EMGMKT |
| COLUMBIA ETF TR II | 166813 | 6398957 | EM CORE EX ETF |
| AMERICAN CENTY ETF TR | 48424 | 3385243 | AVANTIS RESPONSI |
| SCHWAB STRATEGIC TR | 86312 | 2815497 | US LCAP GR ETF |
| ISHARES TR | 39496 | 2761165 | MSCI INDIA SM CP |
| ISHARES TR | 43052 | 2478934 | ESG MSCI USA ETF |
| ISHARES U S ETF TR | 41165 | 2071423 | SHORT MATURITY M |
| VANGUARD WORLD FD | 2721 | 2051035 | INF TECH ETF |
| ISHARES TR | 46129 | 1964173 | ESG SELECT SCREE |
| APPLE INC | 7029 | 1910956 | COM |
| ISHARES TR | 20103 | 1798415 | CORE MSCI EAFE |
| FIDELITY WISE ORIGIN BITCOIN | 21700 | 1654191 | SHS |
| JPMORGAN CHASE & CO. | 4659 | 1501368 | COM |
| VANGUARD WHITEHALL FDS | 10041 | 1441078 | HIGH DIV YLD |
| AMAZON COM INC | 5018 | 1158153 | COM |
| DIMENSIONAL ETF TRUST | 12587 | 931186 | WORLD EQUITY ETF |
| DIMENSIONAL ETF TRUST | 25920 | 844214 | EMGR CRE EQT MNG |
| ISHARES TR | 13259 | 698749 | ESG SELECT SCRE |
| MICROSOFT CORP | 1320 | 638279 | COM |
| ISHARES TR | 832 | 569870 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 14070 | 557031 | US CORE EQUITY 2 |
| META PLATFORMS INC | 819 | 540614 | CL A |
| VANGUARD INDEX FDS | 2795 | 533817 | VALUE ETF |
| BERKSHIRE HATHAWAY INC DEL | 1021 | 513206 | CL B NEW |
| TESLA INC | 1050 | 472206 | COM |
| NVIDIA CORPORATION | 2138 | 398735 | COM |
| VISA INC | 1036 | 363336 | COM CL A |
| ALPHABET INC | 1124 | 352711 | CAP STK CL C |
| ISHARES TR | 6672 | 319255 | ESG AWR US AGRGT |
| VANGUARD INDEX FDS | 464 | 290988 | S&P 500 ETF SHS |
| ISHARES TR | 2887 | 288354 | CORE US AGGBD ET |
| THE CIGNA GROUP | 996 | 274129 | COM |
| ISHARES TR | 11110 | 260030 | IBONDS DEC 29 |
| ISHARES INC | 3853 | 258980 | CORE MSCI EMKT |
| ISHARES TR | 10162 | 258674 | IBDS DEC28 ETF |
| ISHARES TR | 10606 | 257514 | IBONDS 27 ETF |
| ISHARES TR | 11698 | 256713 | IBONDS 29 TRM TS |
| ISHARES TR | 10575 | 256232 | IBONDS DEC2026 |
| ISHARES TR | 11430 | 255632 | IBONDS 28 TRM TS |
| ISHARES TR | 11306 | 254046 | IBONDS 27 TRM TS |
| ISHARES TR | 11027 | 252243 | IBONDS 26 TRM TS |
| BLACKSTONE INC | 1613 | 248628 | COM |
| INVESCO QQQ TR | 374 | 229831 | UNIT SER 1 |
| BANK AMERICA CORP | 3945 | 216975 | COM |
| FISERV INC | 3199 | 214877 | COM |
| SPDR GOLD TR | 537 | 212818 | GOLD SHS |
| ALPHABET INC | 675 | 211268 | CAP STK CL A |
| ISHARES TR | 2441 | 205592 | MSCI GBL SUS DEV |
| VANGUARD SCOTTSDALE FDS | 664 | 205203 | VNG RUS1000IDX |
| XAI OCTAGN FLT RAT & ALT INM | 11731 | 56309 | COM |
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