Highland Financial Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Wayne, NJ
Holdings as of
3/31/2026
Value ($000)
$378,697,853
Num holdings
67
Date filed
4/21/2026
Form type
13F-HR
Prev filing
Next filing
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type