SEC Form 13F

Highland Financial Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$454,576,962
Positions73

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYMSTATE STREET SPD$46,445,643528,512
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$45,241,607149,327
AMERICAN CENTY ETF TRAVUSUS EQT ETF$42,456,432331,484
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$41,066,772794,482
VANGUARD SCOTTSDALE FDSVONGVNG RUS1000GRW$38,296,861299,639
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$36,134,265405,093
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$24,885,993199,471
AMERICAN CENTY ETF TRAVIGAVANTIS CORE FI$24,628,176594,740
AMERICAN CENTY ETF TRAVSUAVANTIS RESPON U$15,494,718175,042
ISHARES TRIWFRUS 1000 GRW ETF$12,967,558104,434

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page