Long-term investor
Highland Financial Advisors, LLC @highlandfinancialadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001939237).
Record
- Tracked since 2025-06-30 (445 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +13.4% · 6 months n/a · 1 year +21.1% · all +21.1%
- Max drawdown n/a · win rate 9% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 10.2% · long · since 2025-06-30
- QQQM · 10.0% · long · since 2025-06-30
- AVUS · 9.3% · long · since 2025-06-30
- DFAU · 9.0% · long · since 2025-06-30
- VONG · 8.4% · long · since 2025-06-30
- AVDE · 7.9% · long · since 2025-06-30
- AVUV · 5.5% · long · since 2025-06-30
- AVIG · 5.4% · long · since 2025-06-30
- AVSU · 3.4% · long · since 2025-06-30
- IWF · 2.9% · long · since 2025-06-30
- SGOV · 2.5% · long · since 2025-06-30
- AVEM · 2.5% · long · since 2025-06-30