Highland Financial Advisors, LLC - Q12026 Holdings

Highland Financial Advisors, LLC holds 67 stocks with a total portfolio value of $ 378.7M as of Q12026. In Q12026, Highland Financial Advisors, LLC added 7 new positions, increased stakes in 41 stocks, reduced 10 holdings, and fully exited 6 positions. The largest holding is Spdr Series Trust (SPYM), representing 11.08% of the total portfolio.