13F Filings History of Highland Financial Advisors, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$360,653,800
Signature - Title
Jim Cullen - Filing Agent
Location
Wayne, NJ
Summary
This page shows a list of all the recent 13F filings made by Highland Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Highland Financial Advisors, LLC reported 66 stock holdings with total value $360,653,800 as of Q4 2025. Top holdings included SPYM, QQQM, DFAU, AVUS, and VONG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 66 $360,653,800 +$6,447,009 -$1,553,055 +$4,893,954 SPYM, QQQM, DFAU, AVUS, VONG 13F-HR 23 Jan 2026, 12:42
Q3 2025 58 $348,754,680 +$14,449,795 -$880,541 +$13,569,254 SPLG, QQQM, AVUS, DFAU, VONG 13F-HR 22 Oct 2025, 12:10
Q2 2025 54 $311,535,976 +$8,999,674 -$6,562,664 +$2,437,010 SPLG, QQQM, AVUS, DFAU, VONG 13F-HR 15 Jul 2025, 12:41
Q1 2025 53 $279,585,716 +$12,782,780 -$11,916,480 +$866,300 SPLG, AVUS, DFAU, QQQM, AVIG 13F-HR 08 Apr 2025, 14:04
Q4 2024 57 $288,667,000 +$11,752,944 -$4,161,868 +$7,591,076 SPLG, QQQM, AVUS, DFAU, VONG 13F-HR 30 Jan 2025, 15:30
Q3 2024 52 $281,351,000 +$15,258,660 -$16,796,564 -$1,537,904 SPLG, QQQM, AVUS, DFAU, VONG 13F-HR 30 Oct 2024, 13:43
Q2 2024 54 $268,936,000 +$46,205,932 -$31,369,543 +$14,836,389 SPLG, AVUS, DFAU, VONG, QQQM 13F-HR 17 Jul 2024, 13:45
Q1 2024 54 $249,876,000 +$12,788,973 -$8,337,780 +$4,451,193 VYM, SPLG, VONG, AVUS, DFAU 13F-HR 06 May 2024, 13:27
Q4 2023 54 $230,037,000 +$30,535,187 -$13,921,563 +$16,613,624 VYM, SPLG, VONG, AVUS, DFAU 13F-HR 18 Jan 2024, 12:46
Q3 2023 44 $193,137,000 +$6,333,140 -$600,143 +$5,732,997 VYM, SPLG, VONG, AVUS, DFAU 13F-HR 25 Oct 2023, 16:01
Q2 2023 44 $194,033,000 +$15,027,528 -$12,992,479 +$2,035,049 VYM, SPLG, DFAU, AVUS, VONG 13F-HR 13 Jul 2023, 12:50
Q1 2023 44 $184,223,000 +$10,146,694 -$4,553,959 +$5,592,735 VYM, SPLG, DFAU, AVUS, AVIE 13F-HR 17 Apr 2023, 11:38
Q4 2022 45 $169,843,000 +$36,766,843 -$20,248,159 +$16,518,684 VYM, SPLG, AVUS, DFAU, VONG 13F-HR 08 Feb 2023, 12:13
Q3 2022 55 $144,113,000 +$15,055,339 -$7,411,245 +$7,644,094 VYM, SPLG, VONG, AVUS, DFAU 13F-HR 15 Nov 2022, 10:07
Q2 2022 48 $145,921,000 $0 $0 $0 VYM, SPLG, VONG, AVUS, DFAU 13F-HR 04 Aug 2022, 10:23