Long-term investor

Highroad Wealth Advisors, LLC @highroadwealthadvisorsll

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002079807).

Record

  • Tracked since 2025-12-31 (288 days), 27 trades recorded
  • Returns: week n/a · month n/a · 90 days +0.0% · 6 months -0.5% · 1 year n/a · all -0.5%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908363 · 29.2% · long · since 2025-12-31
  • 78468R663 · 10.2% · long · since 2025-12-31
  • 46090E103 · 9.5% · long · since 2025-12-31
  • 921943858 · 8.4% · long · since 2025-12-31
  • 464287200 · 7.7% · long · since 2025-12-31
  • 922908629 · 6.7% · long · since 2025-12-31
  • 922908751 · 6.6% · long · since 2025-12-31
  • 922042858 · 3.1% · long · since 2025-12-31
  • 464287465 · 1.3% · long · since 2025-12-31
  • 74933W478 · 1.3% · long · since 2026-09-30
  • 74933W486 · 1.2% · long · since 2026-09-30
  • AAPL · 1.1% · long · since 2025-12-31

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