Highland Investment Advisors LLC
All 13F Filings
- Location
- Ponte Vedra, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 242,616
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/9/2026 | 724 | 242,616 | 13F-HR | Highland Investment Advisors LLC |
| Q2 2026 | 8/13/2026 | 734 | 229,342 | 13F-HR | Highland Investment Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.2 K | 9.1% | 681 | 0 | 681 |
| ETFs | 220.4 K | 90.9% | 12.58 K | 0 | 12.58 K |
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Fund Snapshot
Q3 2026
Latest filed
11/9/2026
Total value ($000)
242,616
Holdings
724
QoQ value change ($000)
13,274
(5.8%)
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.