Arkolith/Funds/Highland Financial Advisors, LLC

Highland Financial Advisors, LLC

CIK 1939237Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Highland Financial Advisors, LLC holds a focused book of 73 stocks worth $454.6M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Avantis Intl S/C Value ETF and trimmed Ste STR SPDR PT S&P 500 ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 10% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
37
existing
Trimmed
18
reduced
Sold out
2
exited

Concentration

Top-heavy: focused book

Top 5 holdings
47%
Top 10 holdings
72%
Top 20 holdings
90%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

6% mapped to company sectors

ETF / fund or unclassified
94%
Financials
3%
Information Technology
1%
Consumer Staples
1%
Consumer Discretionary
0%
Energy
0%
Health Care
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

73 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
STATE STREET SPD
$46.4M528.5K
10.2%
−3.6%
Reduced · −20K sh
2Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$45.2M149.3K
10.0%
−5.4%
Reduced · −9K sh
3American Centy ETF TR
US EQT ETF
$42.5M331.5K
9.3%
−1.1%
Reduced · −4K sh
4Dimensional ETF Trust
US CORE EQT MKT
$41.1M794.5K
9.0%
−1.9%
Reduced · −16K sh
5Vanguard Scottsdale FDS
VNG RUS1000GRW
$38.3M299.6K
8.4%
+21%
Added · +53K sh
6American Centy ETF TR
INTL EQT ETF
$36.1M405.1K
7.9%
+66%
Added · +161K sh
7American Centy ETF TR
US SML CP VALU
$24.9M199.5K
5.5%
−2.5%
Reduced · −5K sh
8American Centy ETF TR
AVANTIS CORE FI
$24.6M594.7K
5.4%
+5.3%
Added · +30K sh
9American Centy ETF TR
AVANTIS RESPON U
$15.5M175.0K
3.4%
+16%
Added · +24K sh
10Ishares TR
RUS 1000 GRW ETF
$13.0M104.4K
2.9%
+300%
Added · +78K sh
11Ishares TR
0-3 MNTH TREASRY
$11.4M113.2K
2.5%
+4.0%
Added · +4K sh
12American Centy ETF TR
AVANTIS EMGMKT
$11.2M115.8K
2.5%
+10%
Added · +11K sh
13American Centy ETF TR
INTL SMCP VLU
$11.1M108.2K
2.5%
New
New position
14Columbia ETF TR II
EM CORE EX ETF
$10.1M190.6K
2.2%
+8.2%
Added · +14K sh
15Vanguard Index FDS
TOTAL STK MKT
$9.9M26.9K
2.2%
+5.2%
Added · +1K sh
16Ishares Gold TR
ISHARES NEW
$9.3M123.5K
2.1%
−7.4%
Reduced · −10K sh
17American Centy ETF TR
AVANTIS RESPONSI
$6.4M80.3K
1.4%
+193%
Added · +53K sh
18Ishares TR
ESG MSCI USA ETF
$5.4M77.5K
1.2%
+61%
Added · +29K sh
19Ishares TR
MSCI INDIA SM CP
$4.0M56.4K
0.9%
+37%
Added · +15K sh
20Goldman Sachs ETF TR
INNOVAT EQ ETF
$3.7M46.4K
0.8%
−81%
Reduced · −204K sh
21Schwab Strategic TR
US LCAP GR ETF
$3.3M96.6K
0.7%
−8.9%
Reduced · −9K sh
22Ishares TR
ESG SELECT SCREE
$3.0M57.5K
0.7%
+12%
Added · +6K sh
23American Centy ETF TR
AVANTIS RESPONSI
$2.5M31.0K
0.6%
+27%
Added · +7K sh
24Apple Inc
COM
$2.2M7.7K
0.5%
+1.9%
Added · +141 sh
25Ishares U S ETF TR
SHORT MATURITY M
$2.1M41.5K
0.5%
+3.2%
Added · +1K sh
26Ishares TR
CORE MSCI EAFE
$2.0M20.3K
0.4%
+3.0%
Added · +595 sh
27Philip Morris Intl Inc
COM
$2.0M10.8K
0.4%
−3.4%
Reduced · −375 sh
28JPMorgan Chase & Co
COM
$1.6M4.9K
0.4%
+0.3%
Added · +13 sh
29Amazon Com Inc
COM
$1.5M6.3K
0.3%
+4.1%
Added · +252 sh
30Vanguard World FD
INF TECH ETF
$1.5M12.5K
0.3%
+309%
Added · +9K sh
31Vanguard Whitehall FDS
HIGH DIV YLD
$1.4M9.1K
0.3%
−3.0%
Reduced · −285 sh
32Dimensional ETF Trust
EMGR CRE EQT MNG
$1.3M33.3K
0.3%
+16%
Added · +5K sh
33SPDR Series Trust
STATE STREET SPD
$1.3M12.2K
0.3%
+6.9%
Added · +791 sh
34Fidelity Wise Origin Bitcoin
SHS
$1.1M22.1K
0.2%
+7.6%
Added · +2K sh
35Dimensional ETF Trust
WORLD EQUITY ETF
$1.0M12.6K
0.2%
Held
36Altria Group Inc
COM
$1.0M14.4K
0.2%
−5.2%
Reduced · −799 sh
37Exxon Mobil Corp
COM
$836K6.1K
0.2%
+10%
Added · +581 sh
38Ishares TR
ESG SELECT SCRE
$811K14.3K
0.2%
−15%
Reduced · −3K sh
39Vanguard Scottsdale FDS
VNG RUS1000IDX
$694K2.0K
0.2%
New
New position
40Microsoft Corp
COM
$686K1.8K
0.2%
+8.6%
Added · +145 sh
41Invesco QQQ TR
UNIT SER 1
$664K902
0.1%
+52%
Added · +309 sh
42Ishares TR
CORE S&P500 ETF
$634K846
0.1%
−40%
Reduced · −559 sh
43Vanguard Index FDS
VALUE ETF
$600K2.8K
0.1%
+5.0%
Added · +130 sh
44Dimensional ETF Trust
US CORE EQUITY 2
$568K12.8K
0.1%
Held
45Vanguard Index FDS
S&P 500 ETF SHS
$568K827
0.1%
+0.1%
Added · +1 sh
46Berkshire Hathaway Inc Del
CL B NEW
$560K1.1K
0.1%
−13%
Reduced · −162 sh
47Nvidia Corporation
COM
$532K2.7K
0.1%
+8.0%
Added · +198 sh
48Alphabet Inc
CAP STK CL A
$531K1.5K
0.1%
+46%
Added · +471 sh
49Meta Platforms Inc
CL A
$496K881
0.1%
+2.7%
Added · +23 sh
50Alphabet Inc
CAP STK CL C
$491K1.4K
0.1%
+9.8%
Added · +124 sh
Showing 50 of 73 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 202673$454.6M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202667$378.7M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202666$360.7M13F-HR
Q3 2025Sep 30, 2025Oct 22, 202558$348.8M13F-HR
Q2 2025Jun 30, 2025Jul 15, 202554$311.5M13F-HR
Q1 2025Mar 31, 2025Apr 8, 202553$279.6M13F-HR
Q4 2024Dec 31, 2024Jan 30, 202557$288.7M13F-HR
Q3 2024Sep 30, 2024Oct 30, 202452$281.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.