HighRoad Wealth Advisors as of March 31, 2026
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 | 51k | 597.55 | |
| Spdr Series Trust State Street Spd (BIL) | 10.5 | $11M | 117k | 91.64 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.2 | $9.5M | 16k | 577.19 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.9 | $9.1M | 142k | 64.08 | |
| Ishares Tr Core S&p500 Etf (IVV) | 8.1 | $8.3M | 13k | 653.22 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 7.2 | $7.3M | 26k | 287.18 | |
| Vanguard Index Fds Small Cp Etf (VB) | 7.0 | $7.1M | 27k | 261.92 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.2 | $3.3M | 60k | 54.05 | |
| Patrick Industries (PATK) | 1.6 | $1.6M | 14k | 111.07 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.5 | $1.5M | 16k | 97.13 | |
| Apple (AAPL) | 1.0 | $1.0M | 4.1k | 253.79 | |
| Eli Lilly & Co. (LLY) | 1.0 | $992k | 1.1k | 919.84 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $908k | 4.2k | 215.07 | |
| Cummins (CMI) | 0.9 | $888k | 1.7k | 538.02 | |
| Microsoft Corporation (MSFT) | 0.8 | $783k | 2.1k | 370.10 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $723k | 1.1k | 650.55 | |
| Vanguard World Inf Tech Etf (VGT) | 0.7 | $712k | 1.0k | 697.82 | |
| Caterpillar (CAT) | 0.6 | $662k | 935.00 | 708.46 | |
| TJX Companies (TJX) | 0.6 | $599k | 3.8k | 159.70 | |
| Spdr Index Shs Fds State Street Spd (EWX) | 0.6 | $579k | 8.8k | 66.12 | |
| Tesla Motors (TSLA) | 0.6 | $570k | 1.5k | 371.65 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $512k | 4.1k | 124.30 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $483k | 8.5k | 56.79 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $465k | 6.9k | 67.53 | |
| Amazon (AMZN) | 0.4 | $417k | 2.0k | 208.29 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $410k | 1.3k | 320.83 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $325k | 1.1k | 294.25 | |
| Wal-Mart Stores (WMT) | 0.3 | $316k | 2.5k | 124.28 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $302k | 500.00 | 604.39 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $264k | 603.00 | 436.95 | |
| International Business Machines (IBM) | 0.2 | $255k | 1.1k | 242.39 | |
| Sherwin-Williams Company (SHW) | 0.2 | $240k | 750.00 | 320.55 | |
| Chevron Corporation (CVX) | 0.2 | $235k | 1.1k | 206.90 | |
| NVIDIA Corporation (NVDA) | 0.2 | $216k | 1.2k | 174.47 | |
| Chubb (CB) | 0.2 | $211k | 647.00 | 325.93 | |
| Pepsi (PEP) | 0.2 | $210k | 1.4k | 155.34 | |
| Service Pptys Tr Com Sh Ben Int (SVC) | 0.0 | $21k | 16k | 1.35 |
