Highland Investment Advisors
Highland Investment Advisors reported 734 stocks worth $229M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are DFAI (11.4%), VTV (9.4%) and VT (9.3%).
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFAI Dimensional Intern Core | $26.2M | 11.4% | 634K | – | 1 of 1 | |
| 2 |  VTV Vanguard Index Fds | $21.5M | 9.4% | 99K | – | 1 of 1 | |
| 3 |  VT Vanguard Total World | $21.4M | 9.3% | 136K | – | 1 of 1 | |
| 4 |  SHV Ishares TR | $17.9M | 7.8% | 162K | – | 1 of 1 | |
| 5 |  IWF Ishares TR | $12.2M | 5.3% | 98K | – | 1 of 1 | |
| 6 |  DFAE Dimensional Emerg Core | $12.1M | 5.3% | 301K | – | 1 of 1 | |
| 7 |  USFR Wisdomtree TR | $10.3M | 4.5% | 205K | – | 1 of 1 | |
| 8 | DIMENSIONAL U S TARGETED | $9.4M | 4.1% | 134K | – | 1 of 1 | |
| 9 |  VCSH Vanguard Scottsdale Fds | $7.9M | 3.5% | 101K | – | 1 of 1 | |
| 10 |  IWO Ishares TR | $7.9M | 3.5% | 20K | – | 1 of 1 |
Positions at Jun 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Highland Investment Advisors 13F FAQ
What does Highland Investment Advisors own?
Highland Investment Advisors reported 734 stocks worth $229M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are DFAI (11.4%), VTV (9.4%) and VT (9.3%). The table above lists every position in the filing (the top 10 without an account).
What did Highland Investment Advisors buy and sell in Q2 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will Highland Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Highland Investment Advisors's portfolio worth?
The Q2 2026 filing reports $229M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.