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HighRoad Wealth Advisors, LLC 13F holdings

Filed 2026-07-21 · HighRoad Wealth Advisors, LLC · 38 positions · $118.6M

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Ticker	Company	Shares	Value	% of portfolio
VOO	VANGUARD INDEX FDS	51.6K	$35.5M	29.9%
BIL	SPDR SERIES TRUST	136.8K	$12.5M	10.6%
QQQ	INVESCO QQQ TR	16.6K	$12.2M	10.3%
VEA	VANGUARD TAX-MANAGED FDS	144.9K	$10.3M	8.7%
IVV	ISHARES TR	12.4K	$9.3M	7.9%
VB	VANGUARD INDEX FDS	27.4K	$8.3M	7.0%
VO	VANGUARD INDEX FDS	102.6K	$8.3M	7.0%
VWO	VANGUARD INTL EQUITY INDEX F	62.1K	$3.7M	3.1%
EFA	ISHARES TR	15.3K	$1.6M	1.3%
LLY	ELI LILLY & CO	1.1K	$1.3M	1.1%
PATK	PATRICK INDS INC	14.3K	$1.3M	1.1%
AAPL	APPLE INC	4.1K	$1.2M	1.0%
CMI	CUMMINS INC	1.6K	$1.2M	1.0%
CAT	CATERPILLAR INC	935	$995,682	0.8%
VIG	VANGUARD SPECIALIZED FUNDS	4.2K	$984,043	0.8%
VGT	VANGUARD WORLD FD	8.2K	$975,428	0.8%
SPY	STATE STR SPDR S&P 500 ETF T	1.1K	$839,004	0.7%
MSFT	MICROSOFT CORP	2.0K	$736,559	0.6%
EWX	SPDR INDEX SHS FDS	8.8K	$650,171	0.5%
TSLA	TESLA INC	1.5K	$644,605	0.5%
IJR	ISHARES TR	4.0K	$596,520	0.5%
EEM	ISHARES TR	8.4K	$576,311	0.5%
TJX	TJX COS INC NEW	3.8K	$568,125	0.5%
IJH	ISHARES TR	6.8K	$521,114	0.4%
VTI	VANGUARD INDEX FDS	1.3K	$486,390	0.4%
AMZN	AMAZON COM INC	2.0K	$477,690	0.4%
JPM	JPMORGAN CHASE & CO	1.1K	$362,141	0.3%
VUG	VANGUARD INDEX FDS	3.5K	$303,892	0.3%
IBM	INTERNATIONAL BUSINESS MACHS	1.1K	$295,271	0.2%
WMT	WALMART INC	2.5K	$287,907	0.2%
SHW	SHERWIN WILLIAMS CO	750	$258,240	0.2%
LMT	LOCKHEED MARTIN CORP	500	$254,730	0.2%
OEF	ISHARES TR	607	$222,021	0.2%
CSCO	CISCO SYS INC	1.9K	$221,999	0.2%
CB	CHUBB LIMITED	647	$220,459	0.2%
NVDA	NVIDIA CORPORATION	1.1K	$211,577	0.2%
IWB	ISHARES TR	502	$205,448	0.2%
—	SERVICE PPTYS TR	15.5K	$26,195	0.0%

Top Fund Holdings

13F

Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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