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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.
Latest 13F Filing Activity
Highland Financial Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 58 equity positions with a total 13F market value of $349M. The fund increased holdings in Invesco Exch Traded FD TR II, Dimensional Etf Trust, SPDR Series Trust among other positions. Highland Financial Advisors, LLC reduced exposure to Ishares TR, Dimensional Etf Trust, CBRE GBL Real Estate Inc. FD among others.
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 |
Industry Allocation
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