Highland Financial Advisors, LLC
Highland Financial Advisors, LLC reported 73 holdings worth US$455M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Highland Financial Advisors, LLC reported 73 holdings worth US$455M as of Jun 30, 2026. Largest: Apple Inc, Philip Morris International Inc and Jp Morgan Chase & Co. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 73
- Value as reported
- US$455M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 7,679 | US$2.22M | 0.49% |
| Philip Morris International Inc | 10,792 | US$1.95M | 0.43% |
| Jp Morgan Chase & Co. | 4,883 | US$1.6M | 0.35% |
| Amazon.com, Inc. | 6,350 | US$1.51M | 0.33% |
| Altria Group, Inc. | 14,437 | US$1.04M | 0.23% |
| Alphabet Inc (google) Class C | 2,862 | US$1.02M | 0.22% |
| Exxon Mobil Corporation | 6,117 | US$836K | 0.18% |
| Microsoft Corp. | 1,840 | US$686K | 0.15% |
| Berkshire Hathaway Inc. | 1,120 | US$560K | 0.12% |
| Nvidia Corporation | 2,659 | US$532K | 0.12% |
| Meta Platforms, Inc. | 881 | US$496K | 0.11% |
| Tesla, Inc. | 1,073 | US$451K | 0.10% |
| Advanced Micro Devices Inc | 768 | US$446K | 0.10% |
| Johnson & Johnson | 1,726 | US$438K | 0.10% |
| Visa Inc. | 1,034 | US$355K | 0.08% |
| The Cigna Group | 995 | US$274K | 0.06% |
| Walmart Inc. | 2,095 | US$237K | 0.05% |
| Bank Of America Corporation | 4,090 | US$233K | 0.05% |