Highland Financial Advisors, LLC
All 13F Filings
- Location
- Wayne, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 469,395
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/19/2026 | 82 | 469,395 | 13F-HR | Highland Financial Advisors, LLC |
| Q2 2026 | 7/9/2026 | 73 | 454,577 | 13F-HR | Highland Financial Advisors, LLC |
| Q1 2026 | 4/21/2026 | 67 | 378,698 | 13F-HR | Highland Financial Advisors, LLC |
| Q4 2025 | 1/23/2026 | 66 | 360,654 | 13F-HR | Highland Financial Advisors, LLC |
| Q3 2025 | 10/22/2025 | 58 | 348,755 | 13F-HR | Highland Financial Advisors, LLC |
| Q2 2025 | 7/15/2025 | 54 | 311,536 | 13F-HR | Highland Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.19 K | 4.7% | 6.177 K | 0 | 6.177 K |
| ETFs | 445.4 K | 94.9% | 8.66 K | 0 | 8.66 K |
| Debt | 1.766 K | 0.4% | 0 | 15 | -15 |
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Fund Snapshot
Q3 2026
Latest filed
10/19/2026
Total value ($000)
469,395
Holdings
82
QoQ value change ($000)
14,818
(3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.