HighRoad Wealth Advisors, LLC reported 39 holdings worth US$120M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
HighRoad Wealth Advisors, LLC reported 39 holdings worth US$120M as of Sep 30, 2026. Largest: Apple Inc, Eli Lilly And Company and Microsoft Corp. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 39
- Value as reported
- US$120M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 3,942 | US$1.31M | 1.1% |
| Eli Lilly And Company | 1,070 | US$1.24M | 1.0% |
| Microsoft Corp. | 1,975 | US$1.01M | 0.85% |
| Patrick Industries, Inc. | 8,781 | US$595K | 0.50% |
| Tesla, Inc. | 1,533 | US$544K | 0.45% |
| Amazon.com, Inc. | 1,892 | US$471K | 0.39% |
| Caterpillar, Inc. | 580 | US$470K | 0.39% |
| Jp Morgan Chase & Co. | 1,106 | US$366K | 0.31% |
| Chevron Corporation | 1,135 | US$232K | 0.19% |
| International Business Machines Corporation | 1,050 | US$231K | 0.19% |
| Nvidia Corporation | 1,007 | US$230K | 0.19% |
| Cisco Systems, Inc. | 1,890 | US$203K | 0.17% |
| Cummins Inc. | 0 | US$0 | 0.00% |
| Tjx Companies, Inc. (the) | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
| Sherwin-williams Company (the) | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
| Service Properties Trust - Shares Of Beneficial Interest | 0 | US$0 | 0.00% |