DOSSIER · 13F-HR · Q2 2026

HighRoad Wealth Advisors, LLC

$119M in tracked AUM across 38 positions as of Q2 2026.

HW
CIK 0002079807 · last filed Jun 30, 2026
Total AUM
$119M
as of Q2 2026
Holdings
38
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

HighRoad Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$35M52K29.9%
02
BIL
SPDR SERIES TRUST
$13M137K10.6%
03
QQQ
INVESCO QQQ TR
$12M17K10.3%
04
VEA
VANGUARD TAX-MANAGED FDS
$10M145K8.7%
05
IVV
ISHARES TR
$9M12K7.9%
06
VB
VANGUARD INDEX FDS
$8M27K7.0%
07
VO
VANGUARD INDEX FDS
$8M103K7.0%
08
VWO
VANGUARD INTL EQUITY INDEX F
$4M62K3.1%
09
EFA
ISHARES TR
$2M15K1.3%
10
LLY
ELI LILLY & CO
$1M1K1.1%

Filing history

2026Q2Jun 30
$119M 15.8%
38 positionsView →
2026Q1Mar 31
$102M 2.2%
37 positionsView →
2025Q4Dec 31
$105M
35 positionsView →