HighRoad Wealth Advisors, LLC reported 38 holdings worth US$119M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
HighRoad Wealth Advisors, LLC reported 38 holdings worth US$119M as of Jun 30, 2026. Largest: Eli Lilly And Company, Patrick Industries, Inc. and Apple Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 38
- Value as reported
- US$119M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Eli Lilly And Company | 1,078 | US$1.29M | 1.1% |
| Patrick Industries, Inc. | 14,300 | US$1.28M | 1.1% |
| Apple Inc | 4,117 | US$1.19M | 1.0% |
| Cummins Inc. | 1,650 | US$1.18M | 0.99% |
| Caterpillar, Inc. | 935 | US$996K | 0.84% |
| Microsoft Corp. | 1,975 | US$737K | 0.62% |
| Tesla, Inc. | 1,533 | US$645K | 0.54% |
| Tjx Companies, Inc. (the) | 3,750 | US$568K | 0.48% |
| Amazon.com, Inc. | 2,004 | US$478K | 0.40% |
| Jp Morgan Chase & Co. | 1,106 | US$362K | 0.31% |
| International Business Machines Corporation | 1,050 | US$295K | 0.25% |
| Walmart Inc. | 2,542 | US$288K | 0.24% |
| Sherwin-williams Company (the) | 750 | US$258K | 0.22% |
| Lockheed Martin Corporation | 500 | US$255K | 0.21% |
| Cisco Systems, Inc. | 1,890 | US$222K | 0.19% |
| Nvidia Corporation | 1,057 | US$212K | 0.18% |
| Service Properties Trust - Shares Of Beneficial Interest | 15,500 | US$26,195 | 0.02% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |