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Jim Cullen

Highland Financial Advisors, Llc

Assets Managed
$454.577M
Holdings
73
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
20.04%(2Q avg: 12.52%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Highland Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 73 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 454.577M in assets, with a quarterly growth rate of 20.04% and a 2-quarter average growth rate of 12.52%. The portfolio is managed by Jim Cullen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -3.62%
10.22%
$46.446M
528,512 shares@ $87.89 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -5.4%
9.96%
$45.242M
149,327 shares@ $302.98 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -1.1%
9.34%
$42.456M
331,484 shares@ $128.08 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -1.94%
9.04%
$41.067M
794,482 shares@ $51.69 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Increased 21.4%
8.43%
$38.297M
299,639 shares@ $127.82 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 66.22%
7.95%
$36.134M
405,093 shares@ $89.2 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -2.52%
5.48%
$24.886M
199,471 shares@ $124.76 avg price
AVIG
Avantis Core Fixed Income
Recent Activity
Increased 5.3%
5.42%
$24.628M
594,740 shares@ $41.41 avg price
AVSU
Avantis Resp Us Equity Etf
Recent Activity
Increased 15.9%
3.41%
$15.495M
175,042 shares@ $88.53 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 299.69%
2.86%
$12.968M
104,434 shares@ $124.17 avg price

1-10 of 73