13FBOX
HighRoad Wealth Advisors, LLC · 13F Holdings
Options Calculator Rankings

HighRoad Wealth Advisors, LLC

No.8836 Data as of 2026Q2
Latest AUM (Q2 2026)
$118.6M
QoQ Change Q1 2026
+$16.2M+15.8%
Holdings
38
New Buys
3
Adds
11
Reduces
9
Exits
2
Unchanged
15
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVOO
29.89%29.95%$35.5M51,626$30.7M51,319+307+0.60%Add
SSPDR SERIES TRUSTBIL
10.57%10.5%$12.5M136,787$10.8M117,317+19,470+16.60%Add
IINVESCO QQQ TRVOO
10.31%9.23%$12.2M16,600$9.5M16,380+220+1.34%Add
VVANGUARD FTSEVEA
8.71%8.86%$10.3M144,925$9.1M141,524+3,401+2.40%Add
IISHARES TRIVV
7.86%8.07%$9.3M12,450$8.3M12,653-203-1.60%Reduce
VVANGUARD INDEX FDSVB
7.01%6.98%$8.3M27,426$7.1M27,295+131+0.48%Add
VVANGUARD MIDVO
6.97%7.16%$8.3M102,596$7.3M25,524+77,072+301.96%Add
VVANGUARD FSTEVWO
3.13%3.19%$3.7M62,115$3.3M60,355+1,760+2.92%Add
IISHARES MSCI EAFE ETFEFA
1.34%1.47%$1.6M15,301$1.5M15,486-185-1.19%Reduce
ELI LILLY & COLLY
1.09%0.97%$1.3M1,078$991,5831,07800.00%Unchanged
PATRICK INDS INCPATK
1.08%1.55%$1.3M14,300$1.6M14,30000.00%Unchanged
APPLE INCAAPL
1%1.02%$1.2M4,117$1.0M4,134-17-0.41%Reduce
CUMMINS INCCMI
0.99%0.87%$1.2M1,650$887,7331,65000.00%Unchanged
CATERPILLAR INCCAT
0.84%0.65%$995,682935$662,41093500.00%Unchanged
VVANGUARD SPECIALIZED FUNDSVIG
0.83%0.89%$984,0434,159$908,2224,223-64-1.52%Reduce
VVANGUARD WORLD FDVGT
0.82%0.7%$975,4288,161$711,7801,020+7,141+700.10%Add
SSTATE STR SPDR S&P 500 ETF TSPY
0.71%0.71%$839,0041,124$722,7651,111+13+1.17%Add
MICROSOFT CORPMSFT
0.62%0.76%$736,5591,975$782,7552,115-140-6.62%Reduce
SSPDR INDEX SHS FDSEWX
0.55%0.57%$650,1718,750$578,5508,75000.00%Unchanged
TESLA INCTSLA
0.54%0.56%$644,6051,533$569,7381,53300.00%Unchanged
IISHARES COREIJR
0.5%0.5%$596,5204,022$511,4814,115-93-2.26%Reduce
IISHARES TREEM
0.49%0.47%$576,3118,424$482,9638,504-80-0.94%Reduce
TJX COS INC NEWTJX
0.48%0.58%$568,1253,750$598,8753,75000.00%Unchanged
IISHARES COREIJH
0.44%0.45%$521,1146,758$465,2036,889-131-1.90%Reduce
GGENERAL DYNAMICS CORPVTI
0.41%0.4%$486,3901,314$410,3471,279+35+2.74%Add
AMAZON COM INCAMZN
0.4%0.41%$477,6902,004$417,4222,00400.00%Unchanged
JPMORGAN CHASE & COJPM
0.31%0.32%$362,1411,106$325,4441,10600.00%Unchanged
VVANGUARD INDEX FDSVUG
0.26%0.26%$303,8923,528$263,481603+2,925+485.07%Add
IINTERNATIONAL BUSINESS MACHSIBM
0.25%0.25%$295,2711,050$254,5101,05000.00%Unchanged
WALMART INCWMT
0.24%0.31%$287,9072,542$315,9202,54200.00%Unchanged
SHERWIN WILLIAMS COSHW
0.22%0.23%$258,240750$240,41375000.00%Unchanged
LOCKHEED MARTIN CORPLMT
0.21%0.3%$254,730500$302,19550000.00%Unchanged
IISHARES S&P 100 ETFIWO
0.19%$222,021607$00+607New Buy
CISCO SYS INCCSCO
0.19%$221,9991,890$00+1,890New Buy
CHUBB LIMITEDCB
0.19%0.21%$220,459647$210,87764700.00%Unchanged
NVIDIA CORPORATIONNVDA
0.18%0.21%$211,5771,057$216,1641,239-182-14.69%Reduce
IISHARES RUSSELLIWB
0.17%$205,448502$00+502New Buy
SSERVICE PPTYS TRSVC
0.02%0.02%$26,19515,500$21,00315,50000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow