Highland Financial Advisors, LLC Portfolio Holdings
Highland Financial Advisors, LLC
- $346 Million
- Q3 2025
Highland Financial Advisors, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $346 Million distributed in 58 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 $39.1M, Invesco Exchange Traded Fd Tr with a value of $35.7M, American Centy ETF Tr Avantis with a value of $33.4M, Dimensional ETF Tr with a value of $33.3M, and Vanguard Russell 1000 Growth E with a value of $27.6M.
Examining the 13F form we can see an increase of $37.1M in the current position value, from $308M to 346M.
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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