HighRoad Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, HighRoad Wealth Advisors, LLC held in its portfolio 35 assets valued at $104,737,197 (i.e. $104.74M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($33.39M), INVESCO QQQ TR ($10.16M), and SPDR SERIES TRUST ($9.37M).
The chart below shows the top 10 valuable assets, and the table below shows the top 35 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
HighRoad Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 53249 | 33394133 | S&P 500 ETF SHS |
| INVESCO QQQ TR | 16541 | 10161466 | UNIT SER 1 |
| SPDR SERIES TRUST | 102536 | 9369702 | STATE STREET SPD |
| VANGUARD TAX-MANAGED FDS | 142468 | 8899985 | VAN FTSE DEV MKT |
| ISHARES TR | 12830 | 8787706 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 25770 | 7478966 | MID CAP ETF |
| VANGUARD INDEX FDS | 27633 | 7128032 | SMALL CP ETF |
| VANGUARD INTL EQUITY INDEX F | 61241 | 3292289 | FTSE EMR MKT ETF |
| PATRICK INDS INC | 14300 | 1550549 | COM |
| ISHARES TR | 15862 | 1523237 | MSCI EAFE ETF |
| APPLE INC | 4250 | 1155466 | COM |
| MICROSOFT CORP | 1962 | 949086 | COM |
| VANGUARD SPECIALIZED FUNDS | 4264 | 937114 | DIV APP ETF |
| CUMMINS INC | 1650 | 842243 | COM |
| ELI LILLY & CO | 766 | 823288 | COM |
| VANGUARD WORLD FD | 1028 | 774993 | INF TECH ETF |
| SPDR S&P 500 ETF TR | 1111 | 757862 | TR UNIT |
| TESLA INC | 1566 | 704378 | COM |
| TJX COS INC NEW | 3750 | 576038 | COM |
| SPDR INDEX SHS FDS | 8750 | 574492 | S&P EMKTSC ETF |
| CATERPILLAR INC | 935 | 535633 | COM |
| ISHARES TR | 4131 | 496425 | CORE S&P SCP ETF |
| ISHARES TR | 8709 | 476448 | MSCI EMG MKT ETF |
| ISHARES TR | 7091 | 468027 | CORE S&P MCP ETF |
| AMAZON COM INC | 1932 | 445944 | COM |
| VANGUARD INDEX FDS | 1279 | 428843 | TOTAL STK MKT |
| JPMORGAN CHASE & CO. | 1106 | 356488 | COM |
| INTERNATIONAL BUSINESS MACHS | 1050 | 311021 | COM |
| VANGUARD INDEX FDS | 633 | 308940 | GROWTH ETF |
| WALMART INC | 2475 | 275740 | COM |
| SHERWIN WILLIAMS CO | 750 | 243023 | COM |
| LOCKHEED MARTIN CORP | 500 | 241835 | COM |
| NVIDIA CORPORATION | 1239 | 231161 | COM |
| ISHARES TR | 607 | 208124 | S&P 100 ETF |
| SERVICE PPTYS TR | 15500 | 28520 | COM SH BEN INT |
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