Highland Financial Advisors, LLC Top Holdings and 13F Report (2025) About Highland Financial Advisors, LLCInvestment ActivityHighland Financial Advisors, LLC has $288.67 thousand in total holdings as of December 31, 2024.Highland Financial Advisors, LLC owns shares of 57 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.07% of the portfolio was purchased this quarter.About 1.44% of the portfolio was sold this quarter.This quarter, Highland Financial Advisors, LLC has purchased 52 new stocks and bought additional shares in 29 stocks.Highland Financial Advisors, LLC sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $31,988Invesco NASDAQ 100 ETF $26,660Avantis U.S. Equity ETF $26,504Dimensional US Core Equity Market ETF $25,763Vanguard Russell 1000 Growth ETF $22,366 Largest New Holdings this Quarter Eli Lilly and Company $792 HoldingTesla $612 HoldingNVIDIA $282 HoldingInvesco FTSE RAFI US 1000 ETF $242 HoldingDimensional US Small Cap Value ETF $239 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 95,292 shares (about $2.66K)Avantis International Equity ETF 15,635 shares (about $959.53)Avantis U.S. Equity ETF 8,514 shares (about $825.25)Eli Lilly and Company 1,026 shares (about $792.00)Avantis Core Fixed Income ETF 17,349 shares (about $703.85) Largest Sales this Quarter Vanguard High Dividend Yield ETF 18,354 shares (about $2.34K)FIDELITY WISE ORIGIN BITCOIN 4,091 shares (about $333.70)iShares Gold Trust 4,765 shares (about $235.91)iShares Russell 1000 Growth ETF 483 shares (about $193.97)Vanguard Russell 1000 Growth ETF 1,736 shares (about $179.33) Sector Allocation Over TimeMap of 500 Largest Holdings ofHighland Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$31,988$542 ▲1.7%464,00411.1%ETFQQQMInvesco NASDAQ 100 ETF$26,660$75 ▼-0.3%126,6799.2%ETFAVUSAvantis U.S. Equity ETF$26,504$825 ▲3.2%273,4409.2%ETFDFAUDimensional US Core Equity Market ETF$25,763$467 ▲1.8%636,2778.9%ETFVONGVanguard Russell 1000 Growth ETF$22,366$179 ▼-0.8%216,5177.7%ETFAVDEAvantis International Equity ETF$20,021$960 ▲5.0%326,2316.9%ETFAVIGAvantis Core Fixed Income ETF$19,965$704 ▲3.7%492,1126.9%ETFAVUVAvantis U.S. Small Cap Value ETF$15,789$306 ▲2.0%163,5685.5%ETFGINNGoldman Sachs Innovate Equity ETF$14,774$104 ▲0.7%240,0515.1%ETFIWFiShares Russell 1000 Growth ETF$11,077$194 ▼-1.7%27,5833.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$9,995$89 ▲0.9%99,6293.5%ETFVTIVanguard Total Stock Market ETF$7,379$121 ▼-1.6%25,4622.6%ETFIAUiShares Gold Trust$7,076$236 ▼-3.2%142,9212.5%FinanceAVSUAvantis Responsible U.S. Equity ETF$6,615$258 ▲4.1%100,0392.3%ETFAVEMAvantis Emerging Markets Equity ETF$5,723$171 ▲3.1%97,3522.0%ETFXCEMColumbia EM Core ex-China ETF$4,498$285 ▲6.8%151,9441.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,541$2,656 ▲300.0%127,0561.2%ETFSMINiShares MSCI India Small-Cap ETF$2,385$169 ▲7.6%31,2000.8%ETFVYMVanguard High Dividend Yield ETF$2,344$2,342 ▼-50.0%18,3690.8%ETFMEARiShares Short Maturity Municipal Bond Active ETF$1,988$1 ▲0.1%39,7950.7%ETFFIDELITY WISE ORIGIN BITCOIN$1,860$334 ▼-15.2%22,8030.6%SHSAVSDAvantis Responsible International Equity ETF$1,790$10 ▲0.6%32,1560.6%ETFJPMJPMorgan Chase & Co.$1,744$69 ▲4.1%7,2740.6%FinanceAAPLApple$1,724$166 ▲10.7%6,8840.6%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,457$85 ▼-5.5%20,7270.5%ETFAMZNAmazon.com$1,310$325 ▲33.0%5,9710.5%Retail/WholesaleAVSEAvantis Responsible Emerging Markets Equity ETF$925$13 ▲1.4%18,3400.3%ETFLLYEli Lilly and Company$792$792 ▲New Holding1,0260.3%MedicalBRK.BBerkshire Hathaway$715$458 ▲178.3%1,5780.2%FinanceDFAEDimensional Emerging Core Equity Market ETF$6350.0%25,0140.2%ETFTSLATesla$612$612 ▲New Holding1,5150.2%Auto/Tires/TrucksSLYVSPDR S&P 600 Small CapValue ETF$606$12 ▼-1.9%6,9440.2%ETFMSFTMicrosoft$528$200 ▲60.8%1,2530.2%Computer and TechnologyVVisa$517$217 ▲72.4%1,6360.2%Business ServicesXVViShares ESG Screened S&P 500 ETF$508$47 ▲10.3%11,2050.2%ETFDFACDimensional U.S. Core Equity 2 ETF$4930.0%14,2540.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$4890.0%9,8280.2%ManufacturingVTVVanguard Value ETF$468$10 ▲2.1%2,7630.2%ETFMETAMeta Platforms$4330.0%7400.1%Computer and TechnologyIVViShares Core S&P 500 ETF$403$74 ▲22.4%6840.1%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$297$4 ▲1.2%6,3890.1%ETFNVDANVIDIA$282$282 ▲New Holding2,0980.1%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$264$14 ▲5.5%6,2680.1%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$2550.0%10,5750.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$2540.0%10,6060.1%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$2530.0%10,1620.1%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$2530.0%11,1100.1%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$2520.0%11,0270.1%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$2510.0%11,3060.1%ManufacturingIBTIiShares iBonds Dec 2028 Term Treasury ETF$2500.0%11,4300.1%ManufacturingIBTJiShares iBonds Dec 2029 Term Treasury ETF$2490.0%11,6980.1%ManufacturingVGTVanguard Information Technology ETF$244$24 ▲11.0%3920.1%ETFPRFInvesco FTSE RAFI US 1000 ETF$242$242 ▲New Holding6,0090.1%ETFDFSVDimensional US Small Cap Value ETF$239$239 ▲New Holding7,7710.1%ETFSDGiShares MSCI Global Sustainable Development Goals ETF$218$14 ▲6.8%3,0460.1%ManufacturingGOOGAlphabet$204$204 ▲New Holding1,0690.1%Computer and TechnologyQQQInvesco QQQ$200$200 ▲New Holding3910.1%FinanceVTEBVanguard Tax-Exempt Bond ETF$0$532 ▼-100.0%00.0%ETFGRAYSCALE ETHEREUM MINI TR E$0$52 ▼-100.0%00.0%COM UNITShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
