Highland Financial Advisors, LLC: 13F holdings
CIK 19392372026Q2
| Positions | 73 |
|---|
| Reported value | $454.6m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 73 (+6 vs prior quarter) |
|---|
| Reported value | $454.6m (+20.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 528,512 | $46.4m | 10.2% |
| QQQM INVESCO EXCH TRADED FD TR II | 149,327 | $45.2m | 10.0% |
| AVUS AMERICAN CENTY ETF TR | 331,484 | $42.5m | 9.3% |
| PAVE DIMENSIONAL ETF TRUST | 794,482 | $41.1m | 9.0% |
| VONG VANGUARD SCOTTSDALE FDS | 299,639 | $38.3m | 8.4% |
| AVDE AMERICAN CENTY ETF TR | 405,093 | $36.1m | 7.9% |
| AVUV AMERICAN CENTY ETF TR | 199,471 | $24.9m | 5.5% |
| AVIG AMERICAN CENTY ETF TR | 594,740 | $24.6m | 5.4% |
| AVSU AMERICAN CENTY ETF TR | 175,042 | $15.5m | 3.4% |
| IWF ISHARES TR | 104,434 | $13.0m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1939237")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples