Arkolith/Funds/Highland Investment Advisors LLC

Highland Investment Advisors LLC

CIK 2149882
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Highland Investment Advisors LLC holds a focused book of 734 stocks worth $229.3M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). Their largest long position is Dimensional International Co at 11% of the equity book.

First tracked quarter for this filer. Quarter-over-quarter changes (opened / added / trimmed / sold) appear once the next 13F is filed and there is a prior book to compare.

Concentration

Top-heavy: focused book

Top 5 holdings
43%
Top 10 holdings
64%
Top 20 holdings
79%

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

Direct sector allocation

11% mapped to company sectors

ETF / fund or unclassified
89%
Information Technology
3%
Financials
3%
Industrials
1%
Health Care
1%
Consumer Discretionary
1%
Utilities
1%
Consumer Staples
1%

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.

Funds with the most overlap

Other tracked managers holding the same core names as Highland Investment Advisors LLC

Manager / fundShared namesTheir $ in those
LPL Financial LLC79 / 80$94.2B
OSAIC HOLDINGS, INC.79 / 80$17.6B
MORGAN STANLEY78 / 80$537.1B
BANK OF AMERICA CORP /DE/78 / 80$430.6B
WELLS FARGO & COMPANY/MN78 / 80$162.3B
ROYAL BANK OF CANADA78 / 80$146.6B
UBS Group AG78 / 80$142.3B
RAYMOND JAMES FINANCIAL INC78 / 80$99.6B

Ranked by the share of each fund's own book sitting in the names it shares with Highland Investment Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

734 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional International Core Equity Market ETF
ETF
$26.2M634.5K
11.4%
New
New position
2Vanguard Morningstar Value ETF
ETF
$21.5M98.6K
9.4%
New
New position
3Vanguard Total World Stock ETF
ETF
$21.4M136.1K
9.3%
New
New position
4Ishares Trust Ishares 0-1 Year Treasury Bond ETF
ETF
$17.9M162.2K
7.8%
New
New position
5Ishares Russell 1000 Growth ETF
ETF
$12.2M98.0K
5.3%
New
New position
6Dimensional Emerging Core Equity Market ETF
ETF
$12.1M300.9K
5.3%
New
New position
7Wisdomtree Floating Rate Treasury Fund
ETF
$10.3M205.0K
4.5%
New
New position
8Dimensional U.S. Targeted Value ETF
ETF
$9.4M134.5K
4.1%
New
New position
9Vanguard Short-Term Corporate Bond ETF
ETF
$7.9M100.6K
3.5%
New
New position
10Ishares Russell 2000 Growth ETF
ETF
$7.9M20.1K
3.5%
New
New position
11Vanguard Morningstar Mid-Cap Value ETF
ETF
$7.9M40.1K
3.5%
New
New position
12Ishares Core S&P 500 ETF
ETF
$5.9M7.9K
2.6%
New
New position
13JPMorgan Betabuilders Usd High Yield Corporate Bond ETF
ETF
$5.5M119.6K
2.4%
New
New position
14SPDR Gold Shares
ETF
$3.0M8.2K
1.3%
New
New position
15Ishares S&P 500 Growth ETF
ETF
$2.8M20.4K
1.2%
New
New position
16Ishares Russell 1000 Value ETF
ETF
$2.5M10.3K
1.1%
New
New position
17Ishares Core Msci Eafe ETF
ETF
$2.3M23.4K
1.0%
New
New position
18Dimensional U.S. Equity Market ETF
ETF
$1.7M20.2K
0.7%
New
New position
19Ishares Msci Eafe ETF
ETF
$1.6M15.4K
0.7%
New
New position
20State Street SPDR S&P 500 ETF
ETF
$1.6M2.1K
0.7%
New
New position
21Microsoft Corp Com
Stock
$1.5M4.1K
0.7%
New
New position
22Apple Inc Com
Stock
$1.5M5.2K
0.7%
New
New position
23Vanguard Ftse Emerging Markets ETF
ETF
$1.5M24.6K
0.6%
New
New position
24Vanguard Short-Term Bond ETF
ETF
$1.3M17.3K
0.6%
New
New position
25Dimensional U.S. Core Equity 2 ETF
ETF
$1.3M29.8K
0.6%
New
New position
26Ishares Msci Acwi ETF
ETF
$1.2M7.5K
0.5%
New
New position
27Caterpillar Inc Com
Stock
$1.2M1.1K
0.5%
New
New position
28Broadcom Inc Com
Stock
$1.2M3.1K
0.5%
New
New position
29Ishares 1-3 Year Treasury Bond ETF
ETF
$1.1M13.4K
0.5%
New
New position
30Ishares Russell 2000 ETF
ETF
$1.1M3.6K
0.5%
New
New position
31Vanguard Ftse All-World Ex-US Index Fund
ETF
$939K11.2K
0.4%
New
New position
32Wisdomtree U.S. Midcap Dividend Fund
ETF
$931K16.5K
0.4%
New
New position
33Dimensional World Ex U.S. Core Equity 2 ETF
ETF
$899K24.4K
0.4%
New
New position
34Invesco Bloomberg Enhanced Fallen Angels ETF
ETF
$831K45.4K
0.4%
New
New position
35Ishares Silver Trust
ETF
$746K14.0K
0.3%
New
New position
36Ishares Russell 1000 ETF
ETF
$744K1.8K
0.3%
New
New position
37Sprott Asset Management LP Physical Gold TR
CEF
$660K21.9K
0.3%
New
New position
38Nvidia Corporation Com
Stock
$583K2.9K
0.3%
New
New position
39Vanguard Morningstar Small-Cap ETF
ETF
$567K1.9K
0.2%
New
New position
40Wec Energy Group Inc Com
Stock
$497K4.3K
0.2%
New
New position
41Goldman Sachs Value Opportunities ETF
ETF
$490K10.4K
0.2%
New
New position
42Philip Morris Intl Inc Com
Stock
$484K2.7K
0.2%
New
New position
43Abbvie Inc Com
Stock
$483K1.9K
0.2%
New
New position
44Ishares S&P Mid-Cap 400 Value ETF
ETF
$480K3.3K
0.2%
New
New position
45Ishares S&P Mid-Cap 400 Growth ETF
ETF
$475K4.0K
0.2%
New
New position
46Ishares Core Msci Emerging Markets ETF
ETF
$453K5.5K
0.2%
New
New position
47Davis Select U.S. Equity ETF
ETF
$407K7.3K
0.2%
New
New position
48Amazon Com Inc Com
Stock
$403K1.7K
0.2%
New
New position
49Vanguard Morningstar Total Stock Market ETF
ETF
$384K1.0K
0.2%
New
New position
50Ishares Msci Emerging Markets ETF
ETF
$374K5.5K
0.2%
New
New position
Showing 50 of 734 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 2026734$229.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.