Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Highland Financial Advisors, LLC (CIK 1939237) reported $378.7M across 67 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($42.0M, 11.08%), QQQM ($37.5M, 9.91%), AVUS ($37.3M, 9.84%), DFAU ($36.6M, 9.65%), VONG ($27.1M, 7.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $42.0M | 11.08% | 548,404 | Added |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $37.5M | 9.91% | 157,863 | Added |
| 3 | AVUS | AMERICAN CENTY ETF TR | $37.3M | 9.84% | 335,193 | Added |
| 4 | DFAU | DIMENSIONAL ETF TRUST | $36.6M | 9.65% | 810,253 | Added |
| 5 | VONG | VANGUARD SCOTTSDALE FDS | $27.1M | 7.15% | 246,834 | Added |
| 6 | AVIG | AMERICAN CENTY ETF TR | $23.5M | 6.20% | 564,832 | Added |
| 7 | AVUV | AMERICAN CENTY ETF TR | $22.6M | 5.97% | 204,647 | Added |
| 8 | AVDE | AMERICAN CENTY ETF TR | $20.7M | 5.46% | 243,720 | Added |
| 9 | GINN | GOLDMAN SACHS ETF TR | $17.1M | 4.51% | 250,282 | Added |
| 10 | IAU | ISHARES GOLD TR | $11.8M | 3.11% | 133,472 | Added |
| 11 | AVSU | AMERICAN CENTY ETF TR | $11.2M | 2.95% | 151,038 | Added |
| 12 | IWF | ISHARES TR | $11.1M | 2.94% | 26,129 | Trimmed |
| 13 | SGOV | ISHARES TR | $11.0M | 2.89% | 108,848 | Added |
| 14 | AVEM | AMERICAN CENTY ETF TR | $8.5M | 2.24% | 105,148 | Added |
| 15 | VTI | VANGUARD INDEX FDS | $8.2M | 2.16% | 25,554 | Trimmed |
| 16 | XCEM | COLUMBIA ETF TR II | $7.2M | 1.90% | 176,166 | Added |
| 17 | SCHG | SCHWAB STRATEGIC TR | $3.1M | 0.82% | 106,086 | Added |
| 18 | USXF | ISHARES TR | $2.7M | 0.70% | 48,204 | Added |
| 19 | SMIN | ISHARES TR | $2.5M | 0.65% | 41,233 | Added |
| 20 | XJR | ISHARES TR | $2.2M | 0.59% | 51,192 | Added |
| 21 | VGT | VANGUARD WORLD FD | $2.1M | 0.56% | 3,064 | Added |
| 22 | AVSD | AMERICAN CENTY ETF TR | $2.0M | 0.53% | 27,396 | Added |
| 23 | MEAR | ISHARES U S ETF TR | $2.0M | 0.53% | 40,218 | Trimmed |
| 24 | AAPL | APPLE INC | $1.9M | 0.51% | 7,538 | Added |
| 25 | PM | PHILIP MORRIS INTL INC | $1.8M | 0.49% | 11,167 | New |
Source: SEC Form 13F filings · as of 2026-03-31