Highland Financial Advisors, LLC Top Holdings and 13F Report (2025) About Highland Financial Advisors, LLCInvestment ActivityHighland Financial Advisors, LLC has $279.59 million in total holdings as of March 31, 2025.Highland Financial Advisors, LLC owns shares of 53 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.57% of the portfolio was purchased this quarter.About 3.33% of the portfolio was sold this quarter.This quarter, Highland Financial Advisors, LLC has purchased 57 new stocks and bought additional shares in 21 stocks.Highland Financial Advisors, LLC sold shares of 17 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $31,645,903Avantis U.S. Equity ETF $26,281,301Dimensional US Core Equity Market ETF $26,087,365Invesco NASDAQ 100 ETF $25,591,395Avantis Core Fixed Income ETF $20,859,460 Largest New Holdings this Quarter 46436E544 - iShares ESG Select Screened S&P Small-Cap ETF $1,127,548 Holding92206C730 - Vanguard Russell 1000 $542,753 Holding921910733 - Vanguard ESG US Stock ETF $366,431 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 42,375 shares (about $1.63M)Invesco NASDAQ 100 ETF 5,905 shares (about $1.14M)SPDR Portfolio S&P 500 ETF 17,229 shares (about $1.13M)iShares ESG Select Screened S&P Small-Cap ETF 29,969 shares (about $1.13M)iShares ESG Advanced MSCI USA ETF 22,588 shares (about $1.05M) Largest Sales this Quarter Avantis International Equity ETF 74,149 shares (about $4.91M)JPMorgan Chase & Co. 2,754 shares (about $675.50K)iShares Gold Trust 10,648 shares (about $627.81K)Vanguard High Dividend Yield ETF 4,790 shares (about $617.72K)Goldman Sachs Innovate Equity ETF 7,864 shares (about $462.98K) 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$31,645,903$1,132,980 ▲3.7%481,23311.3%ETFAVUSAvantis U.S. Equity ETF$26,281,301$1,020,892 ▲4.0%284,4919.4%ETFDFAUDimensional US Core Equity Market ETF$26,087,365$1,628,894 ▲6.7%678,6529.3%ETFQQQMInvesco NASDAQ 100 ETF$25,591,395$1,139,784 ▲4.7%132,5849.2%ETFAVIGAvantis Core Fixed Income ETF$20,859,460$490,927 ▲2.4%503,9737.5%ETFVONGVanguard Russell 1000 Growth ETF$20,385,784$295,165 ▲1.5%219,6987.3%ETFAVDEAvantis International Equity ETF$16,705,486$4,913,858 ▼-22.7%252,0826.0%ETFAVUVAvantis U.S. Small Cap Value ETF$15,094,488$836,307 ▲5.9%173,1625.4%ETFGINNGoldman Sachs Innovate Equity ETF$13,669,700$462,983 ▼-3.3%232,1874.9%ETFSGOViShares 0-3 Month Treasury Bond ETF$10,282,138$252,481 ▲2.5%102,1373.7%ETFIWFiShares Russell 1000 Growth ETF$9,565,233$394,670 ▼-4.0%26,4903.4%ETFIAUiShares Gold Trust$7,798,816$627,806 ▼-7.5%132,2732.8%FinanceVTIVanguard Total Stock Market ETF$7,660,756$662,902 ▲9.5%27,8742.7%ETFAVSUAvantis Responsible U.S. Equity ETF$6,325,487$87,055 ▲1.4%101,4352.3%ETFAVEMAvantis Emerging Markets Equity ETF$5,942,956$85,261 ▲1.5%98,7692.1%ETFXCEMColumbia EM Core ex-China ETF$4,756,938$269,271 ▲6.0%161,0611.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,376,944$195,462 ▲6.1%134,8621.2%ETFSMINiShares MSCI India Small-Cap ETF$2,547,519$423,111 ▲19.9%37,4140.9%ETFMEARiShares Short Maturity Municipal Bond Active ETF$1,967,449$31,852 ▼-1.6%39,1610.7%ETFVYMVanguard High Dividend Yield ETF$1,751,154$617,721 ▼-26.1%13,5790.6%ETFFIDELITY WISE ORIGIN BITCOIN$1,594,351$46,780 ▼-2.9%22,1530.6%SHSAVSDAvantis Responsible International Equity ETF$1,540,646$388,071 ▼-20.1%25,6860.6%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,512,855$1,054,182 ▲229.8%32,4160.5%ManufacturingIEFAiShares Core MSCI EAFE ETF$1,468,857$99,180 ▼-6.3%19,4160.5%ETFAAPLApple$1,404,097$125,060 ▼-8.2%6,3210.5%Computer and TechnologyXJRiShares ESG Select Screened S&P Small-Cap ETF$1,127,548$1,127,548 ▲New Holding29,9690.4%ETFJPMJPMorgan Chase & Co.$1,108,666$675,501 ▼-37.9%4,5200.4%FinanceVGTVanguard Information Technology ETF$989,844$777,231 ▲365.6%1,8250.4%ETFAVSEAvantis Responsible Emerging Markets Equity ETF$939,740$2,569 ▼-0.3%18,2900.3%ETFSLYVSPDR S&P 600 Small Cap Value ETF$862,557$318,147 ▲58.4%11,0020.3%ETFAMZNAmazon.com$854,458$281,585 ▼-24.8%4,4910.3%Retail/WholesaleDFAEDimensional Emerging Core Equity Market ETF$659,522$11,909 ▲1.8%25,4740.2%ETFBRK.BBerkshire Hathaway$585,305$255,106 ▼-30.4%1,0990.2%FinanceVONEVanguard Russell 1000$542,753$542,753 ▲New Holding2,1380.2%ETFVTVVanguard Value ETF$496,282$19,001 ▲4.0%2,8730.2%ETFDFACDimensional U.S. Core Equity 2 ETF$470,2390.0%14,2540.2%ETFMETAMeta Platforms$426,5060.0%7400.2%Computer and TechnologyXVViShares ESG Select Screened S&P 500 ETF$414,778$64,602 ▼-13.5%9,6950.1%ETFMSFTMicrosoft$387,643$82,557 ▼-17.6%1,0330.1%Computer and TechnologyIVViShares Core S&P 500 ETF$384,3400.0%6840.1%ETFESGVVanguard ESG US Stock ETF$366,431$366,431 ▲New Holding3,7410.1%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$327,659$24,310 ▲8.0%6,9010.1%ETFVVisa$322,774$250,579 ▼-43.7%9210.1%Business ServicesIBDUiShares iBonds Dec 2029 Term Corporate ETF$256,9740.0%11,1100.1%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$256,6920.0%10,1620.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$256,4530.0%10,6060.1%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$256,0210.0%10,5750.1%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$254,6650.0%11,6980.1%ManufacturingIBTIiShares iBonds Dec 2028 Term Treasury ETF$254,3180.0%11,4300.1%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$253,4810.0%11,3060.1%ManufacturingIBTGiShares iBonds Dec 2026 Term Treasury ETF$252,9590.0%11,0270.1%ManufacturingSDGiShares MSCI Global Sustainable Development Goals ETF$241,276$20,776 ▲9.4%3,3330.1%ManufacturingDFSVDimensional US Small Cap Value ETF$218,7540.0%7,7710.1%ETFLLYEli Lilly and Company$0$792 ▼-100.0%00.0%MedicalTSLATesla$0$612 ▼-100.0%00.0%Auto/Tires/TrucksNVDANVIDIA$0$282 ▼-100.0%00.0%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$0$264 ▼-100.0%00.0%ETFPRFInvesco FTSE RAFI US 1000 ETF$0$242 ▼-100.0%00.0%ETFGOOGAlphabet$0$204 ▼-100.0%00.0%Computer and TechnologyQQQInvesco QQQ$0$200 ▼-100.0%00.0%FinanceShowing 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. 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