HighRoad Wealth Advisors as of Dec. 31, 2025
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 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.7 | $10M | 17k | 614.32 | |
| Spdr Series Trust State Street Spd (BIL) | 8.9 | $9.4M | 103k | 91.38 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.5 | $8.9M | 143k | 62.47 | |
| Ishares Tr Core S&p500 Etf (IVV) | 8.4 | $8.8M | 13k | 684.93 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 7.1 | $7.5M | 26k | 290.22 | |
| Vanguard Index Fds Small Cp Etf (VB) | 6.8 | $7.1M | 28k | 257.95 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.1 | $3.3M | 61k | 53.76 | |
| Patrick Industries (PATK) | 1.5 | $1.6M | 14k | 108.43 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.5 | $1.5M | 16k | 96.03 | |
| Apple (AAPL) | 1.1 | $1.2M | 4.3k | 271.87 | |
| Microsoft Corporation (MSFT) | 0.9 | $949k | 2.0k | 483.73 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $937k | 4.3k | 219.77 | |
| Cummins (CMI) | 0.8 | $842k | 1.7k | 510.45 | |
| Eli Lilly & Co. (LLY) | 0.8 | $823k | 766.00 | 1074.79 | |
| Vanguard World Inf Tech Etf (VGT) | 0.7 | $775k | 1.0k | 753.88 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $758k | 1.1k | 682.14 | |
| Tesla Motors (TSLA) | 0.7 | $704k | 1.6k | 449.79 | |
| TJX Companies (TJX) | 0.5 | $576k | 3.8k | 153.61 | |
| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.5 | $575k | 8.8k | 65.66 | |
| Caterpillar (CAT) | 0.5 | $536k | 935.00 | 572.87 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $496k | 4.1k | 120.17 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $476k | 8.7k | 54.71 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $468k | 7.1k | 66.00 | |
| Amazon (AMZN) | 0.4 | $446k | 1.9k | 230.82 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $429k | 1.3k | 335.30 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $357k | 1.1k | 322.32 | |
| International Business Machines (IBM) | 0.3 | $311k | 1.1k | 296.21 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $309k | 633.00 | 488.06 | |
| Wal-Mart Stores (WMT) | 0.3 | $276k | 2.5k | 111.41 | |
| Sherwin-Williams Company (SHW) | 0.2 | $243k | 750.00 | 324.03 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $242k | 500.00 | 483.67 | |
| NVIDIA Corporation (NVDA) | 0.2 | $231k | 1.2k | 186.57 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $208k | 607.00 | 342.87 | |
| Service Pptys Tr Com Sh Ben Int (SVC) | 0.0 | $29k | 16k | 1.84 |
