HighRoad Wealth Advisors
Latest statistics and disclosures from HighRoad Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, BIL, QQQ, VEA, IVV, and represent 66.62% of HighRoad Wealth Advisors's stock portfolio.
- Added to shares of these 8 stocks: BIL, LLY, CVX, CB, PEP, MSFT, AMZN, WMT.
- Started 3 new stock positions in PEP, CVX, CB.
- Reduced shares in these 10 stocks: VOO, OEF, IVV, QQQ, VB, VO, VEA, VWO, EFA, AAPL.
- Sold out of its position in OEF.
- HighRoad Wealth Advisors was a net buyer of stock by $406k.
- HighRoad Wealth Advisors has $102M in assets under management (AUM), dropping by -2.25%.
- Central Index Key (CIK): 0002079807
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Portfolio Holdings for HighRoad Wealth Advisors
HighRoad Wealth Advisors holds 37 positions in its portfolio as reported in the March 2026 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) | 30.0 | $31M | -3% | 51k | 597.55 |
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| Spdr Series Trust State Street Spd (BIL) | 10.5 | $11M | +14% | 117k | 91.64 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.2 | $9.5M | 16k | 577.19 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.9 | $9.1M | 142k | 64.08 |
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| Ishares Tr Core S&p500 Etf (IVV) | 8.1 | $8.3M | 13k | 653.22 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 7.2 | $7.3M | 26k | 287.18 |
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| Vanguard Index Fds Small Cp Etf (VB) | 7.0 | $7.1M | 27k | 261.92 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.2 | $3.3M | 60k | 54.05 |
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| Patrick Industries (PATK) | 1.6 | $1.6M | 14k | 111.07 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.5 | $1.5M | -2% | 16k | 97.13 |
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| Apple (AAPL) | 1.0 | $1.0M | -2% | 4.1k | 253.79 |
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| Eli Lilly & Co. (LLY) | 1.0 | $992k | +40% | 1.1k | 919.84 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $908k | 4.2k | 215.07 |
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| Cummins (CMI) | 0.9 | $888k | 1.7k | 538.02 |
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| Microsoft Corporation (MSFT) | 0.8 | $783k | +7% | 2.1k | 370.10 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $723k | 1.1k | 650.55 |
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| Vanguard World Inf Tech Etf (VGT) | 0.7 | $712k | 1.0k | 697.82 |
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| Caterpillar (CAT) | 0.6 | $662k | 935.00 | 708.46 |
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| TJX Companies (TJX) | 0.6 | $599k | 3.8k | 159.70 |
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| Spdr Index Shs Fds State Street Spd (EWX) | 0.6 | $579k | 8.8k | 66.12 |
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| Tesla Motors (TSLA) | 0.6 | $570k | -2% | 1.5k | 371.65 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $512k | 4.1k | 124.30 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $483k | -2% | 8.5k | 56.79 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $465k | -2% | 6.9k | 67.53 |
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| Amazon (AMZN) | 0.4 | $417k | +3% | 2.0k | 208.29 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $410k | 1.3k | 320.83 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $325k | 1.1k | 294.25 |
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| Wal-Mart Stores (WMT) | 0.3 | $316k | +2% | 2.5k | 124.28 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $302k | 500.00 | 604.39 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $264k | -4% | 603.00 | 436.95 |
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| International Business Machines (IBM) | 0.2 | $255k | 1.1k | 242.39 |
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| Sherwin-Williams Company (SHW) | 0.2 | $240k | 750.00 | 320.55 |
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| Chevron Corporation (CVX) | 0.2 | $235k | NEW | 1.1k | 206.90 |
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| NVIDIA Corporation (NVDA) | 0.2 | $216k | 1.2k | 174.47 |
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| Chubb (CB) | 0.2 | $211k | NEW | 647.00 | 325.93 |
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| Pepsi (PEP) | 0.2 | $210k | NEW | 1.4k | 155.34 |
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| Service Pptys Tr Com Sh Ben Int (SVC) | 0.0 | $21k | 16k | 1.35 |
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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 2026 Q1 filed April 15, 2026
- HighRoad Wealth Advisors 2025 Q4 filed Jan. 27, 2026