HighRoad Wealth Advisors, LLC - Portfolio overview

HighRoad Wealth Advisors, LLC has 37 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 29.95%
2. BIL - SPDR SERIES TRUST, 10.50%
3. QQQ - INVESCO QQQ TR, 9.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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