Highland Financial Advisors, LLC
All 13F Filings
- Location
- Wayne, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 360,654
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 211.8 K | 58.7% | 6.735 K | 0 | 6.735 K |
| ETFs | 147.1 K | 40.8% | 5.168 K | 0 | 5.168 K |
| Debt | 1.793 K | 0.5% | 0 | 4 | -4 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
360,654
Holdings
66
QoQ value change ($000)
11,899
(3.4%)
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.