HFA
Highland Financial Advisors LLC Portfolio
Invests via Highland Financial Advisors LLC | Managed by Highland Financial Advisors LLC
Invests via Highland Financial Advisors LLC
Managed by Highland Financial Advisors LLC
Automatically Tracked
Company Profile
Highland Financial Advisors LLC operates as a strategic advisory firm specializing in comprehensive financial planning and investment solutions tailored for individual clients and small businesses. Known for its client-centric approach, the firm emphasizes personalized strategies that integrate tax, estate, and retirement planning. This holistic methodology positions Highland Financial as a pivotal player in enhancing wealth management outcomes for their clientele. With an experienced team at the helm, the company navigates complex market dynamics while fostering long-term relationships built on trust and transparency.
Highland Financial Advisors LLC operates as a strategic advisory firm specializing in comprehensive financial planning and investment solutions tailored for individual clients and small businesses. Known for its client-centric approach, the firm emphasizes personalized strategies that integrate tax, estate, and retirement planning. This holistic methodology positions Highland Financial as a pivotal player in enhancing wealth management outcomes for their clientele. With an experienced team at the helm, the company navigates complex market dynamics while fostering long-term relationships built on trust and transparency.
Investment Philosophy & Strategy
In an environment where personalized financial strategies are paramount, Highland Financial Advisors LLC distinguishes itself through a commitment to tailored advisory services. The firm’s approach is underpinned by extensive expertise in aligning clients’ investments with their long-term aspirations and unique circumstances. This orientation towards individualized client goals fosters sustainable growth while carefully considering the intricacies of market conditions and regulatory landscapes. By blending strategic foresight with in-depth analysis, this advisory practice seeks not only to preserve wealth but also to enhance it through judicious capital allocation.
In an environment where personalized financial strategies are paramount, Highland Financial Advisors LLC distinguishes itself through a commitment to tailored advisory services. The firm’s approach is underpinned by extensive expertise in aligning clients’ investments with their long-term aspirations and unique circumstances. This orientation towards individualized client goals fosters sustainable growth while carefully considering the intricacies of market conditions and regulatory landscapes. By blending strategic foresight with in-depth analysis, this advisory practice seeks not only to preserve wealth but also to enhance it through judicious capital allocation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
110.3%
Gain +1.37%
Monthly
1.5%
Yearly
19.58%
Drawdown
21.61%
$465.53M
Equity
Holdings
$465.53M
Investment
$334.97M
$155.84M
Profit +$3.59M
Realized
$25.29M
Unrealized
$130.55M
Dividends
$18.58M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.37%
Profit
$3.59M
Win %
78%
This Week
Compared To Last Week
Gain
0.78%
Profit
$3.59M
Win %
78%
This Month
Compared to last month
Gain
-0.82%
Profit
-$3.87M
Win %
78%
This Year
Compared to last year
Gain
-1.07%
Profit
-$4.77M
Win %
79%
TSLA Tesla, Inc.
+6.61%
+$44,378.4 
AMD Advanced Micro Devices Inc.
+2.93%
+$12,513.9 
NVDA NVIDIA Corporation
+2.54%
+$24,941.65 
VGT Vanguard Information Technology ETF
+1.72%
+$31,777.26 
PM Philip Morris International Inc.
+1.6%
+$35,383.48 
QQQ Invesco QQQ Trust, Series 1
+1.42%
+$7,650 
USXF iShares ESG Advanced MSCI USA ETF
+1.41%
+$83,761.52 
QQQM Invesco NASDAQ 100 ETF
+1.41%
+$593,852.45 
IWF iShares Russell 1000 Growth ETF
+1.35%
+$167,483.47 
VONG Vanguard Russell 1000 Growth ETF
+1.32%
+$510,952.84 
MSFT Microsoft Corporation Common Stock
+1.23%
+$16,782.45 
VUG Vanguard Morningstar Growth ETF
+1.15%
+$2,678.27 
AVDV Avantis International Small Cap Value ETF
+1.13%
+$138,159.15 
C Citigroup Inc.
+1.11%
+$4,684.64 
SCHG Schwab U.S. Large-Cap Growth ETF
+1%
+$33,826.8 
JPM JPMorgan Chase & Co.
+0.97%
+$16,611.89 
XVV iShares ESG Select Screened S&P 500 ETF
+0.87%
+$7,180.6 
AVUV Avantis U.S. Small Cap Value ETF
+0.86%
+$209,662.3 
VTI Vanguard Total Stock Market ETF
+0.85%
+$88,909.36 
IVV iShares Core S&P 500 ETF
+0.84%
+$5,439.77 
VOO Vanguard S&P 500 ETF
+0.82%
+$8,715.13 
SPY State Street SPDR S&P 500 ETF Trust
+0.82%
+$2,627.05 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.82%
+$380,727.27 
VONE Vanguard Russell 1000 ETF
+0.81%
+$5,678.5 
DFAU Dimensional U.S. Core Equity Market ETF
+0.78%
+$320,476.5 
AVUS Avantis U.S. Equity ETF
+0.78%
+$327,000 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.75%
+$4,290.35 
AVDE Avantis International Equity Fund Institutional Class
+0.74%
+$282,909 
VEA Vanguard FTSE Developed Markets ETF
+0.72%
+$1,819.12 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$4,497.44 
AMZN Amazon.com Inc
+0.69%
+$12,404.64 
IAU iShares Gold Trust
+0.69%
+$65,588.85 
ACGL Arch Capital Group Ltd.
+0.66%
+$1,554.53 
GLD SPDR Gold Shares
+0.66%
+$3,195.45 
AVSU Avantis Responsible U.S. Equity ETF
+0.65%
+$103,189.46 
DFAI Dimensional International Core Equity Market ETF
+0.64%
+$1,763.31 
IEFA iShares Core MSCI EAFE ETF
+0.64%
+$12,256.95 
BAC Bank of America Corporation
+0.62%
+$1,344.42 
AVSD Avantis Responsible International Equity ETF
+0.61%
+$45,153.12 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
+0.61%
+$5,860.48 
VYM Vanguard High Dividend Yield ETF
+0.61%
+$8,960.14 
AVLV Avantis U.S. Large Cap Value ETF
+0.59%
+$1,230.9 
AOA iShares Core 80/20 Aggressive Allocation ETF
+0.56%
+$1,232.11 
JNJ Johnson & Johnson
+0.54%
+$2,631.2 
XOM ExxonMobil Holdings Corporation
+0.52%
+$5,872.32 
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$1,287.72 
VTV Vanguard Morningstar Value ETF
+0.51%
+$3,164.8 
LLY Eli Lilly and Company
+0.41%
+$1,028.34 
GINN Goldman Sachs Innovate Equity ETF
+0.37%
+$13,259.4 
SMIN iShares MSCI India Small-Cap ETF
+0.29%
+$12,332.33 
WMT Walmart Inc.
+0.25%
+$693.54 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.14%
+$549.51 
MEAR iShares Short Maturity Municipal Bond Active ETF
+0.12%
+$2,566.56 
XJR iShares ESG Select Screened S&P Small-Cap ETF
+0.1%
+$3,406.7 
AVIG Avantis Core Fixed Income ETF
+0.09%
+$21,565.25 
IBTH iShares iBonds Dec 2027 Term Treasury ETF
+0.07%
+$165.07 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$106.06 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$55.13 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$51.82 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,214.45 
IBTJ iShares iBonds Dec 2029 Term Treasury ETF
0%
$0 
COPR Idaho Copper Corp.
-7.21%
-$2,210.76 
MRK Merck & Co., Inc.
-3.15%
-$7,676.08 
ICE Intercontinental Exchange, Inc.
-1.16%
-$6,371.33 
AAPL Apple Inc.
-1.04%
-$29,326.85 
V Visa Inc. Class A
-1.02%
-$5,293.72 
FBTC Fidelity Wise Origin Bitcoin Fund
-1.01%
-$16,630.19 
MO Altria Group, Inc.
-0.72%
-$7,723.8 
UBER Uber Technologies Inc.
-0.66%
-$3,385.36 
AVSE Avantis Responsible Emerging Markets Equity ETF
-0.66%
-$17,210.22 
GOOG Alphabet Inc
-0.55%
-$3,306.42 
REGN Regeneron Pharmaceuticals, Inc.
-0.55%
-$1,374.63 
CI The Cigna Group
-0.51%
-$1,542.25 
GOOGL Alphabet Inc
-0.37%
-$2,137.22 
META Meta Platforms Inc Class A
-0.21%
-$1,320.66 
IEMG iShares Core MSCI Emerging Markets ETF
-0.16%
-$517.44 
AVEM Avantis Emerging Markets Equity ETF
-0.15%
-$16,203.1 
XCEM Columbia EM Core ex-China ETF
-0.1%
-$9,858.75 
DFAE Dimensional Emerging Core Equity Market ETF
-0.1%
-$1,087.28 
IBTI iShares iBonds Dec 2028 Term Treasury ETF
-0.05%
-$114.3 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$55.55 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$50.81 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 852 | Longs Won 638/852 74% | Profit Factor 28.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $866,861.39 |
| Average Win $253,241.43 | Best Trade (Oct 23) $14.05M | Sharpe Ratio -10.91 |
| Average Loss -$26,770.25 | Worst Trade (Dec 30) -$357,206.92 | Z-Score 16.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w | Expectancy $182,909.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,079 | $1.48M | $2.78M | - | $1.3M | 87.69% | -1.044% |
| ACGL Arch Capital Group Ltd. | 2,303 | $212,705.08 | $235,746.59 | - | $23,041.51 | 10.83% | +0.664% |
| AMD Advanced Micro Devices Inc. | 826 | $481,620.94 | $439,382.44 | - | -$42,238.5 | -8.77% | +2.932% |
| AMZN Amazon.com Inc | 7,212 | $1.3M | $1.8M | - | $500,744.25 | 38.51% | +0.694% |
| AOA iShares Core 80/20 Aggressive Allocation ETF | 2,303 | $203,936.58 | $223,195.24 | - | $19,258.66 | 9.44% | +0.555% |
| AVDE Avantis International Equity Fund Institutional Class | 428,650 | $31.45M | $38.32M | - | $6.87M | 21.84% | +0.744% |
| AVDV Avantis International Small Cap Value ETF | 116,590 | $12.07M | $12.37M | - | $306,387.56 | 2.54% | +1.129% |
| AVEM Avantis Emerging Markets Equity ETF | 120,023 | $7.07M | $10.49M | - | $3.42M | 48.42% | -0.154% |
| AVIG Avantis Core Fixed Income ETF | 616,150 | $25.5M | $24.65M | - | -$856,314.63 | -3.36% | +0.088% |
| AVLV Avantis U.S. Large Cap Value ETF | 2,238 | $204,127.98 | $209,006.82 | - | $4,878.84 | 2.39% | +0.592% |
| AVSD Avantis Responsible International Equity ETF | 94,069 | $6.79M | $7.4M | - | $612,756.66 | 9.03% | +0.614% |
| AVSE Avantis Responsible Emerging Markets Equity ETF | 35,485 | $2.06M | $2.6M | - | $535,851.23 | 26.02% | -0.659% |
| AVSU Avantis Responsible U.S. Equity ETF | 182,507 | $11.5M | $15.98M | - | $4.47M | 38.88% | +0.65% |
| AVUS Avantis U.S. Equity ETF | 327,000 | $25.34M | $42.2M | - | $16.86M | 66.52% | +0.781% |
| AVUV Avantis U.S. Small Cap Value ETF | 199,678 | $16.5M | $24.58M | - | $8.08M | 48.97% | +0.86% |
| BAC Bank of America Corporation | 4,268 | $233,501.04 | $217,134.5 | - | -$16,366.54 | -7.01% | +0.623% |
| BRK-B Berkshire Hathaway Inc. | 1,163 | $540,201.07 | $635,064.41 | - | $94,863.34 | 17.56% | +0.713% |
| C Citigroup Inc. | 3,496 | $452,662.08 | $426,372.16 | - | -$26,289.92 | -5.81% | +1.111% |
| CI The Cigna Group | 995 | $273,819.93 | $303,873 | - | $30,053.07 | 10.98% | -0.505% |
| COPR Idaho Copper Corp. | 14,263 | $45,071.08 | $28,454.68 | - | -$16,616.4 | -36.87% | -7.209% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Highland Financial Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: Goldman Sachs Innovate Equity ETF - $6.86M, Vanguard High Dividend Yield ETF - $6.17M, Avantis International Equity Fund Institutional Class - $3.65M, Avantis Core Fixed Income ETF - $2.91M, and Vanguard Russell 1000 Growth ETF - $2.37M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: KraneShares CSI China Internet ETF - $365,359.4, Tesla, Inc - $218,675.5, Schwab U.S. TIPS ETF - $147,534.02, KraneShares MSCI China Clean Technology Index ETF - $129,508.03, and iShares Global Clean Energy ETF - $129,049.53. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Highland Financial Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.58M earned over time. The largest contributors to dividend income include Avantis Core Fixed Income ETF - $2.91M, Avantis International Equity Fund Institutional Class - $1.92M, Vanguard High Dividend Yield ETF - $1.67M, Avantis U.S. Equity ETF - $1.28M, and iShares 0-3 Month Treasury Bond ETF - $1.25M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Highland Financial Advisors LLC's monthly returns?
Highland Financial Advisors LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Highland Financial Advisors LLC's strategy be considered aggressive or moderate?
Highland Financial Advisors LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Highland Financial Advisors LLC's strategy?
Highland Financial Advisors LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
2026 © Marketlog. All Rights Reserved.
