Highland Financial Advisors, LLC

Q1 2026 13F Holdings

Location
Wayne, NJ
Holdings as of
3/31/2026
Value ($000)
$378,698
Num holdings
67
Date filed
4/21/2026
Form type
13F-HR
Prev filing
1/23/2026
Next filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type