HighRoad Wealth Advisors, LLC
CIK
2079807
Location
COOS BAY, OR
Portfolio Value
Micro
$240,412
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,716
/ 8,586
▲ 107
Top Industry
Recreational Vehicles
16.1%
3Y Alpha vs SPY
+3.6%
Period ended 3 months ago
Filed Apr 15, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+12.2%
SPY
+11.2%
Annualised alpha
+3.6%
Max drawdown
−10.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
47.1%
−3.2 pts
Top 5
69.7%
−2.9 pts
Top 10
86.3%
−3.1 pts
HHI
2,432
Moderately concentrated−307
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 50.7% | $10,176,735 |
| Consumer Cyclical | 15.8% | $3,174,441 |
| Technology | 11.5% | $2,302,666 |
| Industrials | 9.2% | $1,852,338 |
| Healthcare | 4.9% | $991,512 |
| Financial Services | 2.7% | $536,216 |
| Consumer Defensive | 2.6% | $525,560 |
| Basic Materials | 1.2% | $240,412 |
| Energy | 1.2% | $234,831 |
| Real Estate | 0.1% | $21,080 |
Last Quarter's Activity
Export CSVSold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$240,412 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 750 | $240,412 | 100.00% |