Highland Financial Advisors, LLC
Highland Financial Advisors, LLC is an independent registered investment advisory firm founded in 2004 and headquartered in Wayne, New Jersey. The firm primarily serves high-net-worth families and individuals, offering comprehensive financial planning and investment advisory services nationwide. As of 2025, the firm has approximately 12 employees with a majority engaged in investment advisory roles.
Investment Strategy
Highland Financial Advisors, LLC delivers personalized financial planning and investment management, focusing on the unique circumstances of high-net-worth families and individuals. They develop customized portfolios designed to meet long-term financial goals, with an emphasis on holistic planning, risk management, and clear communication. The firm’s approach is deeply client-centric, featuring ongoing portfolio monitoring and periodic rebalancing, with a commitment to fiduciary responsibility and conflict-free advice.
Top Holdings
Equity Positions (58)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 11.21% | $39.1M | 499,212 | $50.91 | $78.34 | +$3.8M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 10.24% | $35.7M | 144,453 | $201.75 | $247.12 | +$4.2M |
A AVUS | AMERICAN CENTY ETF TR | 9.56% | $33.4M | 306,873 | $74.06 | $108.70 | +$3.5M |
D DFAU | DIMENSIONAL ETF TRUST | 9.55% | $33.3M | 727,979 | $29.59 | $45.76 | +$3.9M |
V VONG | VANGUARD SCOTTSDALE FDS | 7.91% | $27.6M | 228,916 | $64.46 | $120.50 | +$3.3M |