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Portfolio (Quarterly) Guide ↗

HighRoad Wealth Advisors, LLC

· CIK 0002079807
13F Portfolio $105M AUM 35 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 35 New
Page 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 53,249.0 $33.4M 31.88% NEW $627.13 +7.6%
2 QQQ INVESCO QQQ TR Financial Services 16,541.0 $10.2M 9.70% NEW $614.32 +14.2%
3 BIL SPDR SERIES TRUST 102,536.0 $9.4M 8.95% NEW $91.38 +0.2%
4 VEA VANGUARD TAX-MANAGED FDS 142,468.0 $8.9M 8.50% NEW $62.47 +10.4%
5 IVV ISHARES TR 12,830.0 $8.8M 8.39% NEW $684.93 +7.6%
6 VO VANGUARD INDEX FDS 25,770.0 $7.5M 7.14% NEW $290.22 -73.7%
7 VB VANGUARD INDEX FDS 27,633.0 $7.1M 6.81% NEW $257.95 +8.2%
8 VWO VANGUARD INTL EQUITY INDEX F 61,241.0 $3.3M 3.14% NEW $53.76 +7.6%
9 PATK PATRICK INDS INC Consumer Cyclical 14,300.0 $1.6M 1.48% NEW $108.43 -16.7%
10 EFA ISHARES TR 15,862.0 $1.5M 1.45% NEW $96.03 +6.1%
11 AAPL APPLE INC Technology 4,250.0 $1.2M 1.10% NEW $271.87 +10.0%
12 MSFT MICROSOFT CORP Technology 1,962.0 $949K 0.91% NEW $483.73 -12.4%
13 VIG VANGUARD SPECIALIZED FUNDS 4,264.0 $937K 0.90% NEW $219.77 +4.4%
14 CMI CUMMINS INC Industrials 1,650.0 $842K 0.80% NEW $510.45 +29.2%
15 LLY ELI LILLY & CO Healthcare 766.0 $823K 0.79% NEW $1074.79 -8.1%
16 VGT VANGUARD WORLD FD 1,028.0 $775K 0.74% NEW $753.88 -85.2%
17 SPY SPDR S&P 500 ETF TR Financial Services 1,111.0 $758K 0.72% NEW $682.14 +7.6%
18 TSLA TESLA INC Consumer Cyclical 1,566.0 $704K 0.67% NEW $449.79 -8.8%
19 TJX TJX COS INC NEW Consumer Cyclical 3,750.0 $576K 0.55% NEW $153.61 -2.2%
20 EWX SPDR INDEX SHS FDS 8,750.0 $574K 0.55% NEW $65.66 +10.0%
Page 1 of 2  ·  35 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 55.8%
Consumer Cyclical 16.2%
Technology 13.1%
Industrials 8.0%
Healthcare 4.1%
Consumer Defensive 1.4%
Basic Materials 1.2%
Real Estate 0.1%