Highland Investment Advisors LLC

DOSSIER · 13F-HR · Q2 2026

Highland Investment Advisors LLC

$229M in tracked AUM across 734 positions as of Q2 2026.

HI

CIK 0002149882 · last filed Jun 30, 2026

Total AUM

$229M

as of Q2 2026

Holdings

734

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Highland Investment Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$26M634K11.4%02

VTV

VANGUARD MORNINGSTAR VALUE ETF

$21M99K9.4%03

VT

VANGUARD TOTAL WORLD STOCK ETF

$21M136K9.3%04

SHV

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

$18M162K7.8%05

IWF

ISHARES RUSSELL 1000 GROWTH ETF

$12M98K5.3%06

DFAE

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

$12M301K5.3%07

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

$10M205K4.5%08

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

$9M134K4.1%09

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF