Highland Financial Advisors, LLC - Q42025 Holdings

Highland Financial Advisors, LLC holds 66 stocks with a total portfolio value of $ 360.65M as of Q42025. In Q42025, Highland Financial Advisors, LLC added 9 new positions, increased stakes in 29 stocks, reduced 15 holdings, and fully exited 1 position. The largest holding is Spdr Series Trust (SPYM), representing 11.31% of the total portfolio.