account_balance

Investment manager · 13F filer · SEC CIK 1939237

Highland Financial Advisors, LLC

Reported value$469Mas of Sep 30, 2026
Positions82 10 new, 1 sold out
Top 10 weight70.2%SPYM alone is 10%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 9.9% Held
QQQM Invesco Exch Traded Fd Tr II 9.4% Trimmed −3%
AVUS American Centy ETF Tr 8.9% Held
DFAU Dimensional ETF Trust 8.7% Held
VONG Vanguard Scottsdale FDS 8.6% Added +5%
AVDE American Centy ETF Tr 8.2% Added +6%
AVIG American Centy ETF Tr 5.2% Added +4%
AVUV American Centy ETF Tr 5.0% Held
AVSU American Centy ETF Tr 3.4% Added +4%
IWF iShares Tr 2.8% Held
AVDV American Centy ETF Tr 2.7% Added +8%
SGOV iShares Tr 2.6% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 9, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • DFAE −7%
  • GINN −5%
  • QQQM −3%
remove_circleSold out
  • DFAW $1.04M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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