Highland Financial Advisors, LLC
•CIK: 1939237•Filing: Q4 2025
**Highland Financial Advisors, LLC** manages $361M across a diversified portfolio of 66 positions. The strategy shows significant concentration in growth and technology leaders, notably holding SPYM at $40.8M and QQQM at $37.1M. Further allocations include substantial positions in DFAU ($34.8M) and AVUS ($34.7M), indicating a focus on established market leaders and thematic growth areas. This structure suggests a conviction-driven approach targeting high-potential sectors within the current market cycle.
Total AUM
$360.7M
QoQ Performance
+3.4%
Positions
33
Top 10 Concentration
73.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
QQQM
DFAU
AVUS
VONG
AVIG
AVUV
AVDE
SPYM11.3%
QQQM10.3%
DFAU9.7%
AVUS9.6%
VONG7.7%
AVIG6.2%
AVUV5.5%
AVDE5.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other97.4%
Technology1.1%
Financial0.7%
Consumer0.5%
ETF0.2%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW9 new positions
↑29 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023