§ 13F · FUND PROFILE
HighRoad Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 35Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$104.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 53K | $33.4T | 31.9% | NEW |
| 2 | QQQ | INVESCO QQQ TR | 17K | $10.2T | 9.7% | NEW |
| 3 | BIL | SPDR SERIES TRUST | 103K | $9.4T | 8.9% | NEW |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 142K | $8.9T | 8.5% | NEW |
| 5 | IVV | ISHARES TR | 13K | $8.8T | 8.4% | NEW |
| 6 | VO | VANGUARD INDEX FDS | 26K | $7.5T | 7.1% | NEW |
| 7 | VB | VANGUARD INDEX FDS | 28K | $7.1T | 6.8% | NEW |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 61K | $3.3T | 3.1% | NEW |
| 9 | PATK | PATRICK INDS INC | 14K | $1.6T | 1.5% | NEW |
| 10 | EFA | ISHARES TR | 16K | $1.5T | 1.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HIGHROAD SIGNAL
AC read
HighRoad Wealth Advisors, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed