High Road Wealth Advisors, LLC Portfolio Holdings

High Road Wealth Advisors, LLC

  • $105 Billion
  • Q4 2025

High Road Wealth Advisors, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $33.4B, Invesco Qqq Trust, Series 1 with a value of $10.2B, Spdr Bloomberg 1 3 Month T Bil with a value of $9.37B, Vanguard Ftse Developed Market with a value of $8.9B, and Ishares Core S&P 500 ETF with a value of $8.79B.

Examining the 13F form we can see an increase of $105B in the current position value.

High Road Wealth Advisors, LLC is based out at Coos Bay, OR

Below you can find more details about High Road Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $105 Billion
ETFs: $95.5 Billion
Consumer Cyclical: $3.28 Billion
Technology: $2.65 Billion
Industrials: $1.62 Billion
Healthcare: $823 Million
Financial Services: $356 Million
Consumer Defensive: $276 Million
Basic Materials: $243 Million
Other: $28.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.4 Billion 31.88% of portfolio
53,249
Q4 2025 New
$0
$10.2 Billion 9.7% of portfolio
16,541
Q4 2025 New
$0
$9.37 Billion 8.95% of portfolio
102,536
Q4 2025 New
$0
$8.9 Billion 8.5% of portfolio
142,468
Q4 2025 New
$0
$8.79 Billion 8.39% of portfolio
12,830
Q4 2025 New
$0
$7.48 Billion 7.14% of portfolio
25,770
Q4 2025 New
$0
$7.13 Billion 6.81% of portfolio
27,633
Q4 2025 New
$0
$3.29 Billion 3.14% of portfolio
61,241
Q4 2025 New
$0
$1.52 Billion 1.45% of portfolio
15,862
Q4 2025 New
$0
$937 Million 0.89% of portfolio
4,264
Q4 2025 New
$0
$775 Million 0.74% of portfolio
1,028
Q4 2025 New
$0
$758 Million 0.72% of portfolio
1,111
Q4 2025 New
$0
$574 Million 0.55% of portfolio
8,750
Q4 2025 New
$0
$496 Million 0.47% of portfolio
4,131
Q4 2025 New
$0
$468 Million 0.45% of portfolio
7,091
Q4 2025 New
$0
$476 Million 0.45% of portfolio
8,709
Q4 2025 New
$0
$309 Million 0.29% of portfolio
633
Q4 2025 New
$0
$208 Million 0.2% of portfolio
607
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $105 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 35 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track High Road Wealth Advisors, LLC Portfolio

Follow High Road Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of High Road Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Road Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email