Highland Financial Advisors, LLC
Highland Financial Advisors, LLC reported 73 positions worth $454.6M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: SPYM (10.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $46.4M | 10.22% | 528,512 | — | — | |
| ▸ 2 | QQQM | SH | $45.2M | 9.95% | 149,327 | — | — | |
| ▸ 3 | AVUS | SH | $42.5M | 9.34% | 331,484 | — | — | |
| ▸ 4 | DFAU | SH | $41.1M | 9.03% | 794,482 | — | — | |
| ▸ 5 | VONG | SH | $38.3M | 8.42% | 299,639 | — | — | |
| ▸ 6 | AVDE | SH | $36.1M | 7.95% | 405,093 | — | — | |
| ▸ 7 | AVUV | SH | $24.9M | 5.47% | 199,471 | — | — | |
| ▸ 8 | AVIG | SH | $24.6M | 5.42% | 594,740 | — | — | |
| ▸ 9 | AVSU | SH | $15.5M | 3.41% | 175,042 | — | — | |
| ▸ 10 | IWF | SH | $13.0M | 2.85% | 104,434 | — | — |
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Frequently Asked Questions
What stocks does Highland Financial Advisors, LLC hold as of Q2 2026?
Highland Financial Advisors, LLC reported 73 positions worth $454.6M in its Q2 2026 13F filing. Largest positions: SPYM (10.2%), QQQM (10.0%), AVUS (9.3%), DFAU (9.0%) and VONG (8.4%).
What did Highland Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Highland Financial Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.