account_balance
Investment manager · 13F filer · SEC CIK 2079807
HighRoad Wealth Advisors, LLC
Reported value$120Mas of Sep 30, 2026
Positions39 8 new, 7 sold out
Top 10 weight84.1%VOO alone is 29%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
29.2%Trimmed −4%
BILSPDR Series Trust
10.2%Trimmed −3%
QQQInvesco QQQ Tr
9.5%Trimmed −8%
VEAVanguard Tax-Managed FDS
8.4%
IVViShares Tr
7.7%Trimmed −3%
VOVanguard Index FDS
6.7%
VBVanguard Index FDS
6.6%
VWOVanguard Intl Equity Index F
3.1%
EFA1.3%
OBIL1.3%
UTWORBB Fd Inc
1.2%
VOOVanguard Index FDS
29.2%Trimmed −4%
BILSPDR Series Trust
10.2%−3%
QQQInvesco QQQ Tr
9.5%−8%
VEAVanguard Tax-Managed FDS
8.4%
IVViShares Tr
7.7%
VOVanguard Index FDS
6.7%
VBVanguard Index FDS
6.6%
VWO3.1%
EFA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 29.2% Trimmed −4%
BIL SPDR Series Trust 10.2% Trimmed −3%
QQQ Invesco QQQ Tr 9.5% Trimmed −8%
VEA Vanguard Tax-Managed FDS 8.4% Held
IVV iShares Tr 7.7% Trimmed −3%
VO Vanguard Index FDS 6.7% Held
VB Vanguard Index FDS 6.6% Held
VWO Vanguard Intl Equity Index F 3.1% Held
EFA iShares Tr 1.3% Held
OBIL RBB Fd Inc 1.3% New
UTWO RBB Fd Inc 1.2% New
AAPL Apple Inc. 1.1% Trimmed −4%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.