Loading…
CIK 0002079807 • 4 13F filings • Jan 27, 2026 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("highroad-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $417K | 0.4% | 2,004 SH | |
| APPLE INC | COM | $1.0M | 1.0% | 4,134 SH | |
| CATERPILLAR INC | COM | $662K | 0.6% | 935 SH | |
| CHEVRON CORPORATION | COM | $235K | 0.2% | 1,135 SH | |
| CHUBB LTD SWITZ | COM | $211K | 0.2% | 647 SH | |
| CUMMINS INC | COM | $888K | 0.9% | 1,650 SH | |
| ELI LILLY & CO | COM | $992K | 1.0% | 1,078 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $255K | 0.2% | 1,050 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $9.5M | 9.2% | 16,380 SH | |
| ISHARES TR | CORE S&P MCP ETF | $465K | 0.5% | 6,889 SH | |
| ISHARES TR | CORE S&P SCP ETF | $511K | 0.5% | 4,115 SH | |
| ISHARES TR | CORE S&P500 ETF | $8.3M | 8.1% | 12,653 SH | |
| ISHARES TR | MSCI EAFE ETF | $1.5M | 1.5% | 15,486 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $483K | 0.5% | 8,504 SH | |
| JPMORGAN CHASE & CO | COM | $325K | 0.3% | 1,106 SH | |
| LOCKHEED MARTIN CORP | COM | $302K | 0.3% | 500 SH | |
| MICROSOFT CORP | COM | $783K | 0.8% | 2,115 SH | |
| NVIDIA CORPORATION | COM | $216K | 0.2% | 1,239 SH | |
| PATRICK INDS INC | COM | $1.6M | 1.6% | 14,300 SH | |
| PEPSICO INC | COM | $210K | 0.2% | 1,350 SH | |
| SERVICE PPTYS TR | COM SH BEN INT | $21K | 0.0% | 15,500 SH | |
| SHERWIN WILLIAMS CO | COM | $240K | 0.2% | 750 SH | |
| SPDR INDEX SHS FDS | STATE STREET SPD | $579K | 0.6% | 8,750 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $10.8M | 10.5% | 117,317 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $723K | 0.7% | 1,111 SH | |
| TESLA INC | COM | $570K | 0.6% | 1,533 SH | |
| TJX COS INC NEW | COM | $599K | 0.6% | 3,750 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $263K | 0.3% | 603 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $7.3M | 7.2% | 25,524 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $30.7M | 30.0% | 51,319 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $7.1M | 7.0% | 27,295 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $410K | 0.4% | 1,279 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.3M | 3.2% | 60,355 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $908K | 0.9% | 4,223 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $9.1M | 8.9% | 141,524 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $712K | 0.7% | 1,020 SH | |
| WALMART INC | COM | $316K | 0.3% | 2,542 SH |
| 13F-HR |
| 0002079807-26-000003 |
| $118.6M |
| View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002079807-26-000002 | $102.4M | View |