HighRoad Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Coos Bay, OR
CIK
0002079807
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 37 102,384 VOO, BIL, QQQ, VEA 13F-HR 4/14/2026 000207980726000002
Q4 2025 35 104,737 VOO, QQQ, BIL, VEA 13F-HR 1/27/2026 000207980726000001