DOSSIER · 13F-HR · Q3 2026

HighRoad Wealth Advisors, LLC

$120M in tracked AUM across 39 positions as of Q3 2026.

HW
CIK 0002079807 · last filed Sep 30, 2026
Total AUM
$120M
as of Q3 2026
Holdings
39
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

HighRoad Wealth Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$35M50K29.2%
02
BIL
SPDR SERIES TRUST
$12M133K10.2%
03
QQQ
INVESCO QQQ TR
$11M15K9.5%
04
VEA
VANGUARD TAX-MANAGED FDS
$10M143K8.4%
05
IVV
ISHARES TR
$9M12K7.7%
06
VO
VANGUARD INDEX FDS
$8M103K6.7%
07
VB
VANGUARD INDEX FDS
$8M28K6.6%
08
VWO
VANGUARD INTL EQUITY INDEX F
$4M63K3.1%
09
EFA
ISHARES TR
$2M15K1.3%
10
OBIL
RBB FD INC
$2M31K1.3%

Filing history

2026Q3Sep 30
$120M▲ 0.9%
39 positionsView →
2026Q2Jun 30
$119M▲ 15.8%
38 positionsView →
2026Q1Mar 31
$102M▼ 2.2%
37 positionsView →
2025Q4Dec 31
$105M—
35 positionsView →