HighRoad Wealth Advisors, LLC
•CIK: 2079807•Filing: Q4 2025
**HighRoad Wealth Advisors, LLC** manages $105M across a diversified portfolio of 35 positions. The strategy exhibits a significant core allocation to broad U.S. equity exposure, led by VOO at $33.4M. Notable secondary holdings include NDQ ($10.2M) and BIL ($9.4M), suggesting a tactical tilt across technology, short-duration fixed income, and international markets. The top ten holdings represent a concentrated view of market exposure, anchoring the portfolio's current risk profile.
Total AUM
$104.7M
QoQ Performance
N/A
Positions
26
Top 10 Concentration
87.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
NDQ
BIL
VEA
IVV
VO
VB
VOO31.9%
NDQ9.7%
BIL8.9%
VEA8.5%
IVV8.4%
VO7.1%
VB6.8%
VWO3.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other53.0%
ETF41.0%
Technology2.5%
Consumer1.4%
Healthcare0.8%
Industrial0.7%
Financial0.3%
Materials0.2%