HF

Highland Financial Advisors, LLC

13F
Highland Financial Advisors, LLC
Last update 2025-07-15 54 Stocks (4 new)
Value $312.00 Mil Turnover 3 %
Countries:
Top Holdings: SPLG(11.33%)QQQM(10.11%)AVUS(9.58%)DFAU(9.44%)VONG(7.81%)
Summary Stock Picks Current Portfolio
Highland Financial Advisors, L... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG
SPDR Portfolio S&P 500 ETF
485,491
35,290.3
+0.88%
11.330
+0.10%
0.050
+16.38%
+8.87%
78,088.3
 
QQQM
Invesco NASDAQ 100 ETF
138,725
31,504.5
+4.63%
10.110
+0.45%
0.060
+20.82%
+10.63%
55,337.3
 
AVUS
Avantis U.S. Equity ETF
295,952
29,837.9
+4.03%
9.580
+0.37%
0.340
+15.90%
+7.80%
8,993.6
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
694,295
29,410.3
+2.31%
9.440
+0.21%
0.340
+18.96%
+8.15%
8,822.9
 
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
222,827
24,332.8
+1.42%
7.810
+0.11%
0.090
+21.56%
+9.00%
27,615.5
 
AVIG
Avantis Core Fixed Income ETF
507,944
21,140.6
+0.79%
6.790
+0.05%
1.910
+2.54%
+4.14%
1,099.4
 
AVDE
Avantis International Equity ETF
226,814
16,786.5
-10.02%
5.390
-0.60%
0.220
+13.80%
+26.32%
7,696.2
 
AVUV
Avantis U.S. Small Cap Value ETF
181,390
16,524.6
+4.75%
5.300
+0.24%
0.100
+16.92%
+0.93%
17,283.8
 
GINN
Goldman Sachs Innovate Equity ETF
229,514
15,463.6
-1.15%
4.960
-0.06%
6.950
+18.90%
+12.97%
229.4
 
IWF
iShares Russell 1000 Growth ETF
26,364
11,193.6
-0.48%
3.590
-0.02%
0.010
+25.04%
+8.94%
113,994.5
 

Highland Financial Advisors, LLC's Historical Top Holdings Breakdowns

Highland Financial Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVDE
Avantis International Equity ETF
2025-06-30
Reduce
Reduce
-0.60%
●
59.32 ($69.87) 74.36
$76.20
9.06%
Reduce -10.02%
226,814
-25,268
QQQM
Invesco NASDAQ 100 ETF
2025-06-30
Add
Add
+0.45%
●
171.4 ($204.58) 227.1
$232.10
13.45%
Add 4.63%
138,725
6,141
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-06-30
Reduce
Reduce
-0.44%
●
22.27 ($26.42) 29.21
$29.94
13.32%
Reduce -36%
86,312
-48,550
AVUS
Avantis U.S. Equity ETF
2025-06-30
Add
Add
+0.37%
●
81.38 ($93.61) 100.82
$103.84
10.93%
Add 4.03%
295,952
11,461
AVSU
Avantis Responsible U.S. Equity ETF
2025-06-30
Add
Add
+0.35%
●
55.22 ($63.53) 68.6
$70.41
10.82%
Add 15.77%
117,432
15,997
DFAW
Dimensional World Equity ETF
2025-06-30
New Buy
New Buy
+0.27%
●
54.28 ($62.56) 67.08
$69.06
10.39%
New holding
12,587
12,587
AVUV
Avantis U.S. Small Cap Value ETF
2025-06-30
Add
Add
+0.24%
●
75.17 ($86.2) 91.21
$96.59
12.05%
Add 4.75%
181,390
8,228
IAU
iShares Gold Trust
2025-06-30
Reduce
Reduce
-0.23%
●
56.1 ($61.92) 64.74
$63.91
3.21%
Reduce -8.12%
121,536
-10,737
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-06-30
Add
Add
+0.21%
●
34.04 ($39.19) 42.36
$43.57
11.18%
Add 2.31%
694,295
15,643
VONE
Vanguard Russell 1000 Index Fund
2025-06-30
Sold Out
Sold Out
-0.19%
●
225.48 ($259.68) 280.86
$288.10
10.94%
Sold Out
0
-2,138

Highland Financial Advisors, LLC Total Holding History ($B)

To

Highland Financial Advisors, LLC's Asset Allocation

To

Highland Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Highland Financial Advisors, LLC's Hypothetical Growth since 2025-06-30

Highland Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Highland Financial Advisors, LLC's Holdings Heat Map

Size field:

Highland Financial Advisors, LLC's Holdings Bubble Chart

Highland Financial Advisors, LLC News

  • 1

Discussions on Highland Financial Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.