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 | $478K | 0.4%Prev: 0.4% | 2,004 SH | Increased |
| APPLE INC | COM | $1.2M | 1.0%Prev: 1.0% | 4,117 SH | Increased-17 SH |
| CATERPILLAR INC | COM | $996K | 0.8%Prev: 0.6% | 935 SH | Increased |
| CHUBB LIMITED | COM | $220K | 0.2% | 647 SH | New |
| CISCO SYS INC | COM | $222K | 0.2% | 1,890 SH | New |
| CUMMINS INC | COM | $1.2M | 1.0%Prev: 0.9% | 1,650 SH | Increased |
| ELI LILLY & CO | COM | $1.3M | 1.1%Prev: 1.0% | 1,078 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $295K | 0.2%Prev: 0.2% | 1,050 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $12.2M | 10.3%Prev: 9.2% | 16,600 SH | Increased+220 SH |
| ISHARES TR | CORE S&P MCP ETF | $521K | 0.4%Prev: 0.5% | 6,758 SH | Increased-131 SH |
| ISHARES TR | CORE S&P SCP ETF | $597K | 0.5%Prev: 0.5% | 4,022 SH | Increased-93 SH |
| ISHARES TR | CORE S&P500 ETF | $9.3M | 7.9%Prev: 8.1% | 12,450 SH | Increased-203 SH |
| ISHARES TR | MSCI EAFE ETF | $1.6M | 1.3%Prev: 1.5% | 15,301 SH | Increased-185 SH |
| ISHARES TR | MSCI EMG MKT ETF | $576K | 0.5%Prev: 0.5% | 8,424 SH | Increased-80 SH |
| ISHARES TR | RUS 1000 ETF | $205K | 0.2% | 502 SH | New |
| ISHARES TR | S&P 100 ETF | $222K | 0.2% | 607 SH | New |
| JPMORGAN CHASE & CO | COM | $362K | 0.3%Prev: 0.3% | 1,106 SH | Increased |
| LOCKHEED MARTIN CORP | COM | $255K | 0.2%Prev: 0.3% | 500 SH | Decreased |
| MICROSOFT CORP | COM | $737K | 0.6%Prev: 0.8% | 1,975 SH | Decreased-140 SH |
| NVIDIA CORPORATION | COM | $212K | 0.2%Prev: 0.2% | 1,057 SH | Decreased-182 SH |
| PATRICK INDS INC | COM | $1.3M | 1.1%Prev: 1.6% | 14,300 SH | Decreased |
| SERVICE PPTYS TR | COM SH BEN INT | $26K | 0.0%Prev: 0.0% | 15,500 SH | Increased |
| SHERWIN WILLIAMS CO | COM | $258K | 0.2%Prev: 0.2% | 750 SH | Increased |
| SPDR INDEX SHS FDS | ST MARKE CAP ETF | $650K | 0.5% | 8,750 SH | New |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $12.5M | 10.6% | 136,787 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $839K | 0.7%Prev: 0.7% | 1,124 SH | Increased+13 SH |
| TESLA INC | COM | $645K | 0.5%Prev: 0.6% | 1,533 SH | Increased |
| TJX COS INC NEW | COM | $568K | 0.5%Prev: 0.6% | 3,750 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $304K | 0.3%Prev: 0.3% | 3,528 SH | Increased+2,925 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $8.3M | 7.0%Prev: 7.2% | 102,596 SH | Increased+77,072 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $35.5M | 29.9%Prev: 30.0% | 51,626 SH | Increased+307 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $8.3M | 7.0%Prev: 7.0% | 27,426 SH | Increased+131 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $486K | 0.4%Prev: 0.4% | 1,314 SH | Increased+35 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.7M | 3.1%Prev: 3.2% | 62,115 SH | Increased+1,760 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $984K | 0.8%Prev: 0.9% | 4,159 SH | Increased-64 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $10.3M | 8.7%Prev: 8.9% | 144,925 SH | Increased+3,401 SH |
| VANGUARD WORLD FD | INF TECH ETF | $975K | 0.8%Prev: 0.7% | 8,161 SH | Increased+7,141 SH |
| WALMART INC | COM | $288K | 0.2%Prev: 0.3% | 2,542 SH | Decreased |
| 13F-HR |
| 0002079807-26-000003 |
| $118.6M |
| View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002079807-26-000002 | $102.4M | View |