Holdings
Highland Financial Advisors, LLC
As of Jun 30, 2026, Highland Financial Advisors, LLC reported 18 positions worth US$14.9M. Largest: Apple Inc, Philip Morris International Inc and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 7,679 | US$2.22M | +141 | Jun 30, 2026 |
| Philip Morris International Inc | 10,792 | US$1.95M | −375 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 4,883 | US$1.6M | +13 | Jun 30, 2026 |
| Amazon.com, Inc. | 6,350 | US$1.51M | +252 | Jun 30, 2026 |
| Altria Group, Inc. | 14,437 | US$1.04M | −799 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,862 | US$1.02M | +582 | Jun 30, 2026 |
| Exxon Mobil Corporation | 6,117 | US$836K | +581 | Jun 30, 2026 |
| Microsoft Corp. | 1,840 | US$686K | +145 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,120 | US$560K | −162 | Jun 30, 2026 |
| Nvidia Corporation | 2,659 | US$532K | +198 | Jun 30, 2026 |