13F Insight
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DOSSIER · 13F-HR · Q3 2026

Highland Financial Advisors, LLC

$469M in tracked AUM across 82 positions as of Q3 2026.

HF
CIK 0001939237 · last filed Sep 30, 2026
Total AUM
$469M
as of Q3 2026
Holdings
82
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
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