GOLDEN ROAD ADVISORS LLC — 13F Holdings & Portfolio
CIK 2014454 · latest 13F-HR filed 2026-08-07
GOLDEN ROAD ADVISORS LLC manages $206.2M in 13F-reported U.S. long-equity assets across 67 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VUG (29.28%), VTV (23.31%), VB (10.13%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions, exited 1, added to 42, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
TAMPA, FL 33606
$206.2M
Long-equity book
67
Distinct positions
2026-06-30
Filed 2026-08-07
+15 / −1 / ↑42 / ↓4
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$10.2M +20.2%
- VANGUARD INDEX FDS$5.2M +12.1%
- VANGUARD INDEX FDS$2.7M +14.8%
- VANGUARD INDEX FDS$1.6M +13.9%
- VANGUARD SCOTTSDALE FDS$1.1M +18.4%
Top Trims
- PALANTIR TECHNOLOGIES INC-$65.3K -21.5%
- EXXON MOBIL CORP-$61.3K -16.9%
- WALMART INC-$56.7K -8.2%
- ISHARES GOLD TR-$17.4K -5.8%
New Positions
- MICRON TECHNOLOGY INC$686.8K
- ALTRIA GROUP INC$639.8K
- APPLIED MATLS INC$391.9K
- LAM RESEARCH CORP$323.7K
- KLA CORP$321.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VUG | 922908736 | $60.4M | 29.28% | 700,912 | SH |
| 2 | VANGUARD INDEX FDS | VTV | 922908744 | $48.1M | 23.31% | 220,555 | SH |
| 3 | VANGUARD INDEX FDS | VB | 922908751 | $20.9M | 10.13% | 68,897 | SH |
| 4 | VANGUARD INDEX FDS | VOO | 922908363 | $13.2M | 6.41% | 19,239 | SH |
| 5 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $6.9M | 3.33% | 53,797 | SH |
| 6 | VANGUARD SCOTTSDALE FDS | VONV | 92206C714 | $6.7M | 3.24% | 62,907 | SH |
| 7 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $5.6M | 2.71% | 78,384 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $3.6M | 1.76% | 12,515 | SH |
| 9 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.3M | 1.60% | 16,454 | SH |
| 10 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $2.6M | 1.24% | 42,857 | SH |
| 11 | VANGUARD INDEX FDS | VTI | 922908769 | $2.3M | 1.12% | 6,264 | SH |
| 12 | ISHARES TR | IWF | 464287614 | $1.7M | 0.82% | 13,592 | SH |
| 13 | RAYMOND JAMES FINL INC | RJF | 754730109 | $1.5M | 0.73% | 9,917 | SH |
| 14 | AMAZON COM INC | AMZN | 023135106 | $1.4M | 0.67% | 5,808 | SH |
| 15 | ALPHABET INC | GOOGL | 02079K305 | $1.2M | 0.61% | 3,492 | SH |
| 16 | VANGUARD INDEX FDS | VXF | 922908652 | $1.2M | 0.60% | 5,007 | SH |
| 17 | VANGUARD SCOTTSDALE FDS | VONE | 92206C730 | $1.2M | 0.58% | 3,520 | SH |
| 18 | MICROSOFT CORP | MSFT | 594918104 | $1.2M | 0.57% | 3,166 | SH |
| 19 | VANGUARD SCOTTSDALE FDS | VTWO | 92206C664 | $1.1M | 0.55% | 9,388 | SH |
| 20 | BROADCOM INC | AVGO | 11135F101 | $1.1M | 0.52% | 2,861 | SH |
| 21 | ISHARES TR | IWD | 464287598 | $1.0M | 0.49% | 4,154 | SH |
| 22 | ALPHABET INC | GOOG | 02079K107 | $1.0M | 0.49% | 2,841 | SH |
| 23 | VANGUARD WORLD FD | ESGV | 921910733 | $998.7K | 0.48% | 7,552 | SH |
| 24 | ISHARES TR | OEF | 464287101 | $797.6K | 0.39% | 2,180 | SH |
| 25 | MICRON TECHNOLOGY INC | MU | 595112103 | $686.8K | 0.33% | 595 | SH |
| 26 | VANGUARD WORLD FD | VGT | 92204A702 | $677.1K | 0.33% | 5,665 | SH |
| 27 | META PLATFORMS INC | META | 30303M102 | $658.5K | 0.32% | 1,169 | SH |
| 28 | VANGUARD BD INDEX FDS | BIV | 921937819 | $653.3K | 0.32% | 8,518 | SH |
| 29 | VANGUARD MALVERN FDS | VTIP | 922020805 | $648.3K | 0.31% | 12,907 | SH |
| 30 | ISHARES TR | IWB | 464287622 | $643.3K | 0.31% | 1,571 | SH |
| 31 | ALTRIA GROUP INC | MO | 02209S103 | $639.8K | 0.31% | 8,892 | SH |
| 32 | ISHARES TR | IEFA | 46432F842 | $636.5K | 0.31% | 6,590 | SH |
| 33 | WALMART INC | WMT | 931142103 | $635.4K | 0.31% | 5,610 | SH |
| 34 | TESLA INC | TSLA | 88160R101 | $629.2K | 0.31% | 1,496 | SH |
| 35 | JPMORGAN CHASE & CO | JPM | 46625H100 | $615.4K | 0.30% | 1,880 | SH |
| 36 | ELI LILLY & CO | LLY | 532457108 | $590.1K | 0.29% | 492 | SH |
| 37 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $575.7K | 0.28% | 991 | SH |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $531.9K | 0.26% | 1,063 | SH |
| 39 | INVESCO EXCHANGE TRADED FD T | PDP | 46137V837 | $481.7K | 0.23% | 3,175 | SH |
| 40 | JOHNSON & JOHNSON | JNJ | 478160104 | $457.4K | 0.22% | 1,801 | SH |
| 41 | APPLIED MATLS INC | AMAT | 038222105 | $391.9K | 0.19% | 542 | SH |
| 42 | VISA INC | V | 92826C839 | $382.5K | 0.19% | 1,115 | SH |
| 43 | ISHARES TR | EFA | 464287465 | $367.9K | 0.18% | 3,542 | SH |
| 44 | ABBVIE INC | ABBV | 00287Y109 | $329.9K | 0.16% | 1,311 | SH |
| 45 | LAM RESEARCH CORP | LRCX | 512807306 | $323.7K | 0.16% | 747 | SH |
| 46 | KLA CORP | KLAC | 482480100 | $321.6K | 0.16% | 1,066 | SH |
| 47 | ZIONS BANCORPORATION NATL AS | ZION | 989701107 | $314.5K | 0.15% | 4,546 | SH |
| 48 | EXXON MOBIL CORP | XOM | 30231G102 | $301.1K | 0.15% | 2,202 | SH |
| 49 | INTEL CORP | INTC | 458140100 | $290.7K | 0.14% | 2,082 | SH |
| 50 | ISHARES INC | IEMG | 46434G103 | $287.4K | 0.14% | 3,469 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-07 | $206.2M | 67 | 0001951757-26-001153 |
| 2026-03-31 | 2026-04-29 | $173.6M | 53 | 0001951757-26-000755 |
| 2025-12-31 | 2026-02-02 | $175.6M | 49 | 0001951757-26-000333 |