Highland Financial Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio holdings as of September 30, 2026. The filing, submitted on October 19, 2026, lists a total of 82 securities held in the firm's portfolio.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with American Century Investments ETFs comprising a significant portion of the holdings. Specific ETFs listed include the American Century ETF Trust U.S. Large Cap Value ETF (VLU), the American Century ETF Trust International Equity ETF, and the American Century ETF Trust U.S. Small Cap Value ETF. Other notable ETF holdings include the SPDR Series Trust S&P 500 ETF Trust, the Vanguard Specialized Funds Dividend Appreciation ETF, and the Vanguard Small-Cap Growth ETF.
Among individual equities, the top holdings include Advanced Micro Devices Inc., with 826 shares; Amazon.com Inc., with 7,212 shares; and Altria Group Inc., with 14,437 shares. The filing also lists positions in Apple Inc., Berkshire Hathaway Inc., Eli Lilly & Co., Johnson & Johnson, and Microsoft Corporation. Additionally, the portfolio includes exposure to the Bitcoin Trust (Fidelity Wise Origin Bitcoin Shares) with 23,259 shares.
