HighRoad Wealth Advisors, LLC holds a concentrated book of 38 stocks worth $118.6M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Ishares S&P 100 ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 30% of the equity book. Cloning the disclosed picks since 2026 would be +5% (+10.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2079807/holdings"
Use Arkolith to show HighRoad Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning HighRoad Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as HighRoad Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 40 / 38 | $1.5T |
| FMR LLC | 40 / 38 | $498.5B |
| MORGAN STANLEY | 40 / 38 | $415.2B |
| JPMORGAN CHASE & CO | 40 / 38 | $357.5B |
| BANK OF AMERICA CORP /DE/ | 40 / 38 | $338.1B |
| WELLS FARGO & COMPANY/MN | 40 / 38 | $134.5B |
| ROYAL BANK OF CANADA | 40 / 38 | $121.3B |
| UBS Group AG | 40 / 38 | $110.8B |
Ranked by how many of HighRoad Wealth Advisors, LLC's top 38 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $35.5M | 51.6K | 29.9% | ▲+0.6% Added · +307 sh | |
| 2 | SPDR Series Trust ST STR BLO 1 ETF | $12.5M | 136.8K | 10.6% | ▲+17% Added · +19K sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $12.2M | 16.6K | 10.3% | ▲+1.3% Added · +220 sh | |
| 4 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $10.3M | 144.9K | 8.7% | ▲+2.4% Added · +3K sh | |
| 5 | Ishares TR CORE S&P500 ETF | $9.3M | 12.4K | 7.9% | ▼−1.6% Reduced · −203 sh | |
| 6 | Vanguard Index FDS SMALL CP ETF | $8.3M | 27.4K | 7.0% | ▲+0.5% Added · +131 sh | |
| 7 | Vanguard Index FDS MID CAP ETF | $8.3M | 102.6K | 7.0% | ▲+302% Added · +77K sh | |
| 8 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.7M | 62.1K | 3.1% | ▲+2.9% Added · +2K sh | |
| 9 | Ishares TR MSCI EAFE ETF | $1.6M | 15.3K | 1.3% | ▼−1.2% Reduced · −185 sh | |
| 10 | Eli Lilly & Co COM | $1.3M | 1.1K | 1.1% | —Held | |
| 11 | Patrick Inds Inc COM | $1.3M | 14.3K | 1.1% | —Held | |
| 12 | Apple Inc COM | $1.2M | 4.1K | 1.0% | ▼−0.4% Reduced · −17 sh | |
| 13 | Cummins Inc COM | $1.2M | 1.6K | 1.0% | —Held | |
| 14 | Caterpillar Inc COM | $996K | 935 | 0.8% | —Held | |
| 15 | Vanguard Specialized Funds DIV APP ETF | $984K | 4.2K | 0.8% | ▼−1.5% Reduced · −64 sh | |
| 16 | Vanguard World FD INF TECH ETF | $975K | 8.2K | 0.8% | ▲+700% Added · +7K sh | |
| 17 | State STR SPDR S&P 500 ETF T TR UNIT | $839K | 1.1K | 0.7% | ▲+1.2% Added · +13 sh | |
| 18 | Microsoft Corp COM | $737K | 2.0K | 0.6% | ▼−6.6% Reduced · −140 sh | |
| 19 | SPDR Index SHS FDS ST MARKE CAP ETF | $650K | 8.8K | 0.5% | —Held | |
| 20 | Tesla Inc COM | $645K | 1.5K | 0.5% | —Held | |
| 21 | Ishares TR CORE S&P SCP ETF | $597K | 4.0K | 0.5% | ▼−2.3% Reduced · −93 sh | |
| 22 | Ishares TR MSCI EMG MKT ETF | $576K | 8.4K | 0.5% | ▼−0.9% Reduced · −80 sh | |
| 23 | TJX Cos Inc New COM | $568K | 3.8K | 0.5% | —Held | |
| 24 | Ishares TR CORE S&P MCP ETF | $521K | 6.8K | 0.4% | ▼−1.9% Reduced · −131 sh | |
| 25 | Vanguard Index FDS TOTAL STK MKT | $486K | 1.3K | 0.4% | ▲+2.7% Added · +35 sh | |
| 26 | Amazon Com Inc COM | $478K | 2.0K | 0.4% | —Held | |
| 27 | JPMorgan Chase & Co COM | $362K | 1.1K | 0.3% | —Held | |
| 28 | Vanguard Index FDS GROWTH ETF | $304K | 3.5K | 0.3% | ▲+485% Added · +3K sh | |
| 29 | International Business Machs COM | $295K | 1.1K | 0.2% | —Held | |
| 30 | Walmart Inc COM | $288K | 2.5K | 0.2% | —Held | |
| 31 | Sherwin Williams Co COM | $258K | 750 | 0.2% | —Held | |
| 32 | Lockheed Martin Corp COM | $255K | 500 | 0.2% | —Held | |
| 33 | Ishares TR S&P 100 ETF | $222K | 607 | 0.2% | ▲New New position | |
| 34 | Cisco Sys Inc COM | $222K | 1.9K | 0.2% | ▲New New position | |
| 35 | Chubb Limited COM | $220K | 647 | 0.2% | —Held | |
| 36 | Nvidia Corporation COM | $212K | 1.1K | 0.2% | ▼−15% Reduced · −182 sh | |
| 37 | Ishares TR RUS 1000 ETF | $205K | 502 | 0.2% | ▲New New position | |
| 38 | Service Pptys TR COM SH BEN INT | $26K | 15.5K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.