HighRoad Wealth Advisors, LLC
CIK: 0002079807SEC EDGAR →
Portfolio Value
$105K
Holdings
35
As of
Q4 2025
New Positions
35
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 102,536 | $9.4M | 8945.26% |
| 2 | VANGUARD TAX-MANAGED FDS | 142,468 | $8.9M | 8496.52% |
| 3 | VANGUARD INDEX FDS | 25,770 | $7.5M | 7139.79% |
| 4 | VANGUARD INDEX FDS | 27,633 | $7.1M | 6805.62% |
| 5 | VANGUARD INTL EQUITY INDEX F | 61,241 | $3.3M | 3143.11% |
| 6 | PATRICK INDS INC | 14,300 | $1.6M | 1479.90% |
| 7 | ISHARES TR | 15,862 | $1.5M | 1454.12% |
| 8 | APPLE INC | 4,250 | $1.2M | 1102.76% |
| 9 | MICROSOFT CORP | 1,962 | $949K | 906.08% |
| 10 | VANGUARD SPECIALIZED FUNDS | 4,264 | $937K | 894.62% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 19 | $42.0M | 86.2% |
| Consumer Cyclical | 4 | $3.3M | 6.7% |
| Technology | 4 | $2.6M | 5.4% |
| Consumer Defensive | 1 | $275K | 0.6% |
| Basic Materials | 1 | $243K | 0.5% |
| Industrials | 3 | $242K | 0.5% |
| Unknown | 2 | $38K | 0.1% |
| Healthcare | 1 | $823 | 0.0% |