Highroad Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Highroad Wealth Advisors, LLCInvestment ActivityHighroad Wealth Advisors, LLC has $102.38 million in total holdings as of March 31, 2026.Highroad Wealth Advisors, LLC owns shares of 37 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.32% of the portfolio was purchased this quarter.About 1.92% of the portfolio was sold this quarter.This quarter, Highroad Wealth Advisors, LLC has purchased 35 new stocks and bought additional shares in 5 stocks.Highroad Wealth Advisors, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $30,665,583SPDR Bloomberg 1-3 Month T-Bill ETF $10,750,956Invesco QQQ $9,454,440Vanguard FTSE Developed Markets ETF $9,068,842iShares Core S&P 500 ETF $8,265,206 Largest New Holdings this Quarter 166764100 - Chevron $234,832 HoldingH1467J104 - Chubb $210,877 Holding713448108 - PepsiCo $209,712 Holding Largest Purchases this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 14,781 shares (about $1.35M)Eli Lilly and Company 312 shares (about $286.99K)Chevron 1,135 shares (about $234.83K)Chubb 647 shares (about $210.88K)PepsiCo 1,350 shares (about $209.71K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,930 shares (about $1.15M)iShares Core S&P 500 ETF 177 shares (about $115.62K)Invesco QQQ 161 shares (about $92.93K)Vanguard Small-Cap ETF 338 shares (about $88.53K)Vanguard Mid-Cap ETF 246 shares (about $70.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHighroad Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$30,665,583$1,153,268 ▼-3.6%51,31930.0%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$10,750,956$1,354,534 ▲14.4%117,31710.5%ETFQQQInvesco QQQ$9,454,440$92,928 ▼-1.0%16,3809.2%FinanceVEAVanguard FTSE Developed Markets ETF$9,068,842$60,491 ▼-0.7%141,5248.9%ETFIVViShares Core S&P 500 ETF$8,265,206$115,620 ▼-1.4%12,6538.1%ETFVOVanguard Mid-Cap ETF$7,329,871$70,645 ▼-1.0%25,5247.2%ETFVBVanguard Small-Cap ETF$7,149,176$88,530 ▼-1.2%27,2957.0%ETFVWOVanguard FTSE Emerging Markets ETF$3,262,210$47,889 ▼-1.4%60,3553.2%ETFPATKPatrick Industries$1,588,3010.0%14,3001.6%ConstructionEFAiShares MSCI EAFE ETF$1,504,166$36,521 ▼-2.4%15,4861.5%FinanceAAPLApple$1,049,184$29,440 ▼-2.7%4,1341.0%Computer and TechnologyLLYEli Lilly and Company$991,583$286,989 ▲40.7%1,0781.0%MedicalVIGVanguard Dividend Appreciation ETF$908,222$8,818 ▼-1.0%4,2230.9%ETFCMICummins$887,7330.0%1,6500.9%Auto/Tires/TrucksMSFTMicrosoft$782,755$56,625 ▲7.8%2,1150.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$722,7650.0%1,1110.7%FinanceVGTVanguard Information Technology ETF$711,780$5,583 ▼-0.8%1,0200.7%ETFCATCaterpillar$662,4100.0%9350.6%IndustrialsTJXTJX Companies$598,8750.0%3,7500.6%Retail/WholesaleEWXSPDR S&P Emerging Markets SmallCap ETF$578,5500.0%8,7500.6%ETFTSLATesla$569,738$12,264 ▼-2.1%1,5330.6%Auto/Tires/TrucksIJRiShares Core S&P Small-Cap ETF$511,481$1,989 ▼-0.4%4,1150.5%ETFEEMiShares MSCI Emerging Markets ETF$482,963$11,642 ▼-2.4%8,5040.5%FinanceIJHiShares Core S&P Mid-Cap ETF$465,203$13,641 ▼-2.8%6,8890.5%ETFAMZNAmazon.com$417,422$14,997 ▲3.7%2,0040.4%Retail/WholesaleVTIVanguard Total Stock Market ETF$410,3470.0%1,2790.4%ETFJPMJPMorgan Chase & Co.$325,4440.0%1,1060.3%FinanceWALMART INC$315,920$8,327 ▲2.7%2,5420.3%COMLMTLockheed Martin$302,1950.0%5000.3%AerospaceVUGVanguard Growth ETF$263,481$13,109 ▼-4.7%6030.3%ETFIBMInternational Business Machines$254,5100.0%1,0500.2%Computer and TechnologySHWSherwin-Williams$240,4130.0%7500.2%Basic MaterialsCVXChevron$234,832$234,832 ▲New Holding1,1350.2%EnergyNVDANVIDIA$216,1640.0%1,2390.2%Computer and TechnologyCBChubb$210,877$210,877 ▲New Holding6470.2%FinancePEPPepsiCo$209,712$209,712 ▲New Holding1,3500.2%Consumer StaplesSVCService Properties Trust$21,0030.0%15,5000.0%FinanceOEFiShares S&P 100 ETF$0$208,124 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
