HighRoad Wealth Advisors
Latest statistics and disclosures from HighRoad Wealth Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002079807
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Positions held by HighRoad Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for HighRoad Wealth Advisors
HighRoad Wealth Advisors holds 35 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 31.9 | $33M | 53k | 627.13 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.7 | $10M | 17k | 614.32 |
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| Spdr Series Trust State Street Spd (BIL) | 8.9 | $9.4M | 103k | 91.38 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.5 | $8.9M | 143k | 62.47 |
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| Ishares Tr Core S&p500 Etf (IVV) | 8.4 | $8.8M | 13k | 684.93 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 7.1 | $7.5M | 26k | 290.22 |
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| Vanguard Index Fds Small Cp Etf (VB) | 6.8 | $7.1M | 28k | 257.95 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.1 | $3.3M | 61k | 53.76 |
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| Patrick Industries (PATK) | 1.5 | $1.6M | 14k | 108.43 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.5 | $1.5M | 16k | 96.03 |
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| Apple (AAPL) | 1.1 | $1.2M | 4.3k | 271.87 |
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| Microsoft Corporation (MSFT) | 0.9 | $949k | 2.0k | 483.73 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $937k | 4.3k | 219.77 |
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| Cummins (CMI) | 0.8 | $842k | 1.7k | 510.45 |
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| Eli Lilly & Co. (LLY) | 0.8 | $823k | 766.00 | 1074.79 |
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| Vanguard World Inf Tech Etf (VGT) | 0.7 | $775k | 1.0k | 753.88 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $758k | 1.1k | 682.14 |
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| Tesla Motors (TSLA) | 0.7 | $704k | 1.6k | 449.79 |
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| TJX Companies (TJX) | 0.5 | $576k | 3.8k | 153.61 |
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| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.5 | $575k | 8.8k | 65.66 |
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| Caterpillar (CAT) | 0.5 | $536k | 935.00 | 572.87 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $496k | 4.1k | 120.17 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $476k | 8.7k | 54.71 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $468k | 7.1k | 66.00 |
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| Amazon (AMZN) | 0.4 | $446k | 1.9k | 230.82 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $429k | 1.3k | 335.30 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $357k | 1.1k | 322.32 |
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| International Business Machines (IBM) | 0.3 | $311k | 1.1k | 296.21 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $309k | 633.00 | 488.06 |
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| Wal-Mart Stores (WMT) | 0.3 | $276k | 2.5k | 111.41 |
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| Sherwin-Williams Company (SHW) | 0.2 | $243k | 750.00 | 324.03 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $242k | 500.00 | 483.67 |
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| NVIDIA Corporation (NVDA) | 0.2 | $231k | 1.2k | 186.57 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $208k | 607.00 | 342.87 |
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| Service Pptys Tr Com Sh Ben Int (SVC) | 0.0 | $29k | 16k | 1.84 |
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Past Filings by HighRoad Wealth Advisors
SEC 13F filings are viewable for HighRoad Wealth Advisors going back to 2025
- HighRoad Wealth Advisors 2025 Q4 filed Jan. 27, 2026