HighRoad Wealth Advisors, LLC: 13F holdings
CIK 20798072026Q2
| Positions | 38 |
|---|
| Reported value | $118.6m |
|---|
| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 38 (+1 vs prior quarter) |
|---|
| Reported value | $118.6m (+15.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 51,626 | $35.5m | 29.9% |
| BIL SPDR SERIES TRUST | 136,787 | $12.5m | 10.6% |
| QQQ INVESCO QQQ TR | 16,600 | $12.2m | 10.3% |
| VEA VANGUARD TAX-MANAGED FDS | 144,925 | $10.3m | 8.7% |
| IVV ISHARES TR | 12,450 | $9.3m | 7.9% |
| VB VANGUARD INDEX FDS | 27,426 | $8.3m | 7.0% |
| VO VANGUARD INDEX FDS | 102,596 | $8.3m | 7.0% |
| VWO VANGUARD INTL EQUITY INDEX F | 62,115 | $3.7m | 3.1% |
| EFA ISHARES TR | 15,301 | $1.6m | 1.3% |
| LLY ELI LILLY & CO | 1,078 | $1.3m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2079807")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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