HighRoad Wealth Advisors, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing lists 39 distinct positions held by the firm during the third quarter of 2026.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holdings being various index funds and ETFs tracking broad market indices. The Vanguard S&P 500 ETF (Vanguard Index FDS S&P 500 ETF) is the largest holding, with 34,909,377 shares. Other significant index fund positions include the Morningstar Mid Cap ETF, the Morningstar Small Cap ETF, and the Vanguard International Equity Index FTSE EMR MKT ETF.
Individual company positions are more modest in size. Apple Inc. is the largest single stock holding, with 1,312,734 shares. Other notable individual stock positions include Eli Lilly & Co. (1,238,165 shares), Microsoft Corp. (1,012,764 shares), and Tesla Inc. (543,776 shares). The filing also includes several positions in U.S. Treasury securities, specifically bills and notes with varying maturities, held through RBB Financial Inc.
