13F Filings History of HighRoad Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$104,737,197
Signature - Title
Jason Finnigan - CCO
Location
Coos Bay, OR
Summary
This page shows a list of all the recent 13F filings made by HighRoad Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HighRoad Wealth Advisors, LLC reported 35 stock holdings with total value $104,737,197 as of Q4 2025. Top holdings included VOO, QQQ, BIL, VEA, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 35 $104,737,197 $0 $0 $0 VOO, QQQ, BIL, VEA, IVV 13F-HR 27 Jan 2026, 12:42