HighRoad Wealth Advisors, LLC
HighRoad Wealth Advisors, LLC reported 38 positions worth $118.6M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: VOO (29.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $35.5M | 29.89% | 51,626 | — | — | |
| ▸ 2 | BIL | SH | $12.5M | 10.57% | 136,787 | — | — | |
| ▸ 3 | QQQ | SH | $12.2M | 10.31% | 16,600 | — | — | |
| ▸ 4 | VEA | SH | $10.3M | 8.71% | 144,925 | — | — | |
| ▸ 5 | IVV | SH | $9.3M | 7.86% | 12,450 | — | — | |
| ▸ 6 | VB | SH | $8.3M | 7.01% | 27,426 | — | — | |
| ▸ 7 | VO | SH | $8.3M | 6.97% | 102,596 | — | — | |
| ▸ 8 | VWO | SH | $3.7M | 3.13% | 62,115 | — | — | |
| ▸ 9 | EFA | SH | $1.6M | 1.34% | 15,301 | — | — | |
| ▸ 10 | LLY | SH | $1.3M | 1.09% | 1,078 | — | — |
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Frequently Asked Questions
What stocks does HighRoad Wealth Advisors, LLC hold as of Q2 2026?
HighRoad Wealth Advisors, LLC reported 38 positions worth $118.6M in its Q2 2026 13F filing. Largest positions: VOO (29.9%), BIL (10.6%), QQQ (10.3%), VEA (8.7%) and IVV (7.9%).
What did HighRoad Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did HighRoad Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.