Highland Financial Advisors, LLC has filed its latest quarterly report, detailing its investment holdings as of September 30, 2026. The firm reported a total value of approximately $469.39 million in assets under management. This filing is significant as it provides insight into the firm's investment strategies and positions in various sectors, which may influence market trends.

The filing, submitted on October 19, 2026, reveals that Highland Financial Advisors has made substantial investments in major companies, including Apple Inc., Amazon.com Inc., and Alphabet Inc. These positions indicate the firm's focus on technology and consumer sectors, which have been pivotal in driving market growth.

Highland Financial Advisors, based in Wayne, New Jersey, is categorized as an investment advisory firm. The firm operates under the Central Index Key (CIK) number 0001939237 and has been active in filing various reports with the SEC, including the recent 13F-HR report. The firm’s fiscal year ends on December 31, and its latest filing reflects its holdings as of the end of the third quarter of 2026.

The filing indicates that the firm holds shares in 82 different companies, with a total investment value of $469,394,725. This diverse portfolio showcases Highland Financial Advisors' strategy of investing across multiple sectors, which may provide stability and growth potential for its clients.

Among the notable investments listed in the filing are:

  • Apple Inc. - $2,690,534
  • Amazon.com Inc. - $1,796,792
  • Alphabet Inc. (Class A and C) - $617,939 and $641,820 respectively
  • NVIDIA Corporation - $1,064,619
  • Microsoft Corporation - $1,337,664

This report not only highlights Highland Financial Advisors' investment choices but also serves as a benchmark for other firms in the financial advisory sector. Competitors may analyze the holdings to understand market trends and client preferences, particularly in the technology and consumer goods sectors.

Looking ahead, it remains to be seen how these investments will perform in the current market environment. The filing does not specify any upcoming actions or changes in strategy, but it does provide a snapshot of the firm's current investment landscape.

For further details, the full filing can be accessed through the SEC's EDGAR database under accession number 0002063364-26-000335.