StockDriftsStockDriftsTop 38 HighRoad Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 29.89% | 51.6K | $35.5M | +0.60%(+307) | $619.84(+14.71%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 10.57% | 136.8K | $12.5M | +16.60%(+19.47K) | $91.57(-0.09%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 10.31% | 16.6K | $12.2M | +1.34%(+220) | $607.87(+18.58%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.71% | 144.9K | $10.3M | +2.40%(+3.40K) | $61.32(+19.02%) | 2026-06-30 | |
| IVV | ISHARES TR | 7.86% | 12.4K | $9.3M | -1.60%(-203) | $677.12(+14.80%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 7.01% | 27.4K | $8.3M | +0.48%(+131) | $256.22(+19.58%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 6.97% | 102.6K | $8.3M | +0.49%(+500) | $73.01(+13.72%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.13% | 62.1K | $3.7M | +2.92%(+1.76K) | $54.03(+11.80%) | 2026-06-30 | |
| EFA | ISHARES TR | 1.34% | 15.3K | $1.6M | -1.19%(-185) | $94.70(+14.62%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 1.09% | 1.1K | $1.3M | +0.00%(+0) | $941.53(+30.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.36% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.35% |
HighRoad Wealth Advisors, LLC reports $118.61M in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are VOO (29.9%), BIL (10.6%) and QQQ (10.3%). The top 20 holdings account for 94.86% of reported assets. Its disclosed equity book has returned +10.36% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from HighRoad Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2079807). View HighRoad Wealth Advisors, LLC’s 13F filings on SEC