High Falls Advisors, Inc - Portfolio overview

High Falls Advisors, Inc has 154 reported holdings in this dataset, with the latest filing dated 2026-02-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IUSB - ISHARES TR, 8.89%
2. IVV - ISHARES TR, 8.36%
3. IVE - ISHARES TR, 7.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.