Highland Financial Advisors, LLC — 13F holdings

Highland Financial Advisors, LLC reported 82 holdings worth $469M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

  1. SPYM SPDR SERIES TRUST — $46.6M (9.9%)
  2. QQQM INVESCO EXCH TRADED FD TR II — $44.3M (9.4%)
  3. AVUS AMERICAN CENTY ETF TR — $41.9M (8.9%)
  4. DFAU DIMENSIONAL ETF TRUST — $40.9M (8.7%)
  5. VONG VANGUARD SCOTTSDALE FDS — $40.4M (8.6%)
  6. AVDE AMERICAN CENTY ETF TR — $38.6M (8.2%)
  7. AVIG AMERICAN CENTY ETF TR — $24.3M (5.2%)
  8. AVUV AMERICAN CENTY ETF TR — $23.5M (5.0%)
  9. AVSU AMERICAN CENTY ETF TR — $16.1M (3.4%)
  10. IWF ISHARES TR — $13.0M (2.8%)