HighRoad Wealth Advisors, LLC
All 13F Filings
- Location
- Coos Bay, OR
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 119,666
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 39 | 119,666 | 13F-HR | HighRoad Wealth Advisors, LLC |
| Q2 2026 | 7/21/2026 | 38 | 118,610 | 13F-HR | HighRoad Wealth Advisors, LLC |
| Q1 2026 | 4/14/2026 | 37 | 102,384 | 13F-HR | HighRoad Wealth Advisors, LLC |
| Q4 2025 | 1/27/2026 | 35 | 104,737 | 13F-HR | HighRoad Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.5 K | 9.6% | 990 | 0 | 990 |
| ETFs | 105.2 K | 87.9% | 0 | 2.885 K | -2.885 K |
| Debt | 2.953 K | 2.5% | 2.953 K | 0 | 2.953 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
119,666
Holdings
39
QoQ value change ($000)
1,056
(0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.