Highland Financial Advisors, LLC - Portfolio overview

Highland Financial Advisors, LLC has 70 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 10.03%
2. SPLG - SPDR SERIES TRUST, 9.35%
3. QQQM - INVESCO EXCH TRADED FD TR II, 8.96%

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

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