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Jim Cullen

Highland Financial Advisors, Llc

Assets Managed
$378.698M
Holdings
67
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
5.01%(2Q avg: 4.21%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Highland Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 67 positions.

Assets under management

The assets under management (AUM) of Highland Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 378.698M in assets, with a quarterly growth rate of 5.01% and a 2-quarter average growth rate of 4.21%. The portfolio is managed by Jim Cullen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 7.87%
11.09%
$41.975M
548,404 shares@ $76.54 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 7.6%
9.91%
$37.511M
157,863 shares@ $237.62 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 8.11%
9.85%
$37.267M
335,193 shares@ $111.19 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 8.86%
9.66%
$36.559M
810,253 shares@ $45.13 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Increased 8.28%
7.15%
$27.075M
246,834 shares@ $109.7 avg price
AVIG
Avantis Core Fixed Income
Recent Activity
Increased 6.63%
6.2%
$23.463M
564,832 shares@ $41.54 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 5.47%
5.97%
$22.607M
204,647 shares@ $110.47 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 4.92%
5.47%
$20.677M
243,720 shares@ $84.84 avg price
GINN
Goldman Sachs Innovate Eqty
Recent Activity
Increased 5.36%
4.52%
$17.095M
250,282 shares@ $68.31 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 7.83%
3.11%
$11.767M
133,472 shares@ $88.17 avg price

1-10 of 67