GOLDEN ROAD ADVISORS LLC — 13F Holdings & Portfolio
CIK 2014454 · latest 13F-HR filed 2026-04-29
GOLDEN ROAD ADVISORS LLC manages $173.6M in 13F-reported U.S. long-equity assets across 53 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VUG (28.92%), VTV (24.70%), VB (10.48%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 2, added to 11, and trimmed 11.
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.
$173.6M
Long-equity book
53
Distinct positions
2026-03-31
Filed 2026-04-29
+6 / −2 / ↑11 / ↓11
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- WALMART INC$402.1K +138.7%
- VANGUARD INDEX FDS$309.9K +19.5%
- VANGUARD BD INDEX FDS$198.0K +48.4%
- EXXON MOBIL CORP$127.9K +54.5%
- JOHNSON & JOHNSON$111.2K +35.8%
Top Trims
- VANGUARD INDEX FDS-$4.5M -8.3%
- APPLE INC-$823.4K -23.6%
- VANGUARD INDEX FDS-$713.3K -5.8%
- VANGUARD SCOTTSDALE FDS-$596.3K -9.3%
- MICROSOFT CORP-$355.3K -24.7%
New Positions
- RAYMOND JAMES FINL INC$1.5M
- PALANTIR TECHNOLOGIES INC$304.0K
- ISHARES GOLD TR$297.4K
- PHILIP MORRIS INTL INC$216.6K
- GE AEROSPACE$202.9K
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 | $50.2M | 28.92% | 114,960 | SH |
| 2 | VANGUARD INDEX FDS | VTV | 922908744 | $42.9M | 24.70% | 218,561 | SH |
| 3 | VANGUARD INDEX FDS | VB | 922908751 | $18.2M | 10.48% | 69,458 | SH |
| 4 | VANGUARD INDEX FDS | VOO | 922908363 | $11.6M | 6.68% | 19,409 | SH |
| 5 | VANGUARD SCOTTSDALE FDS | VONV | 92206C714 | $5.9M | 3.40% | 62,992 | SH |
| 6 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $5.8M | 3.35% | 52,959 | SH |
| 7 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $5.0M | 2.87% | 77,885 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.8M | 1.61% | 15,999 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $2.7M | 1.53% | 10,497 | SH |
| 10 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $2.3M | 1.32% | 42,386 | SH |
| 11 | VANGUARD INDEX FDS | VTI | 922908769 | $1.9M | 1.10% | 5,930 | SH |
| 12 | RAYMOND JAMES FINL INC | RJF | 754730109 | $1.5M | 0.84% | 10,061 | SH |
| 13 | ISHARES TR | IWF | 464287614 | $1.4M | 0.81% | 3,315 | SH |
| 14 | MICROSOFT CORP | MSFT | 594918104 | $1.1M | 0.62% | 2,927 | SH |
| 15 | AMAZON COM INC | AMZN | 023135106 | $1.1M | 0.61% | 5,119 | SH |
| 16 | VANGUARD SCOTTSDALE FDS | VONE | 92206C730 | $1.0M | 0.60% | 3,520 | SH |
| 17 | VANGUARD INDEX FDS | VXF | 922908652 | $1.0M | 0.60% | 5,038 | SH |
| 18 | VANGUARD SCOTTSDALE FDS | VTWO | 92206C664 | $953.0K | 0.55% | 9,514 | SH |
| 19 | ALPHABET INC | GOOGL | 02079K305 | $943.2K | 0.54% | 3,280 | SH |
| 20 | ISHARES TR | IWD | 464287598 | $907.7K | 0.52% | 4,248 | SH |
| 21 | BROADCOM INC | AVGO | 11135F101 | $872.2K | 0.50% | 2,818 | SH |
| 22 | VANGUARD WORLD FD | ESGV | 921910733 | $862.3K | 0.50% | 7,681 | SH |
| 23 | ALPHABET INC | GOOG | 02079K107 | $781.4K | 0.45% | 2,724 | SH |
| 24 | ISHARES TR | OEF | 464287101 | $693.4K | 0.40% | 2,180 | SH |
| 25 | WALMART INC | WMT | 931142103 | $692.1K | 0.40% | 5,569 | SH |
| 26 | VANGUARD MALVERN FDS | VTIP | 922020805 | $634.4K | 0.37% | 12,700 | SH |
| 27 | META PLATFORMS INC | META | 30303M102 | $616.2K | 0.35% | 1,077 | SH |
| 28 | VANGUARD BD INDEX FDS | BIV | 921937819 | $607.1K | 0.35% | 7,866 | SH |
| 29 | ISHARES TR | IEFA | 46432F842 | $598.6K | 0.34% | 6,612 | SH |
| 30 | ISHARES TR | IWB | 464287622 | $560.2K | 0.32% | 1,571 | SH |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $534.3K | 0.31% | 1,115 | SH |
| 32 | TESLA INC | TSLA | 88160R101 | $526.0K | 0.30% | 1,415 | SH |
| 33 | JPMORGAN CHASE & CO | JPM | 46625H100 | $515.4K | 0.30% | 1,752 | SH |
| 34 | VANGUARD WORLD FD | VGT | 92204A702 | $494.1K | 0.28% | 708 | SH |
| 35 | ELI LILLY & CO | LLY | 532457108 | $448.8K | 0.26% | 488 | SH |
| 36 | JOHNSON & JOHNSON | JNJ | 478160104 | $421.4K | 0.24% | 1,724 | SH |
| 37 | INVESCO EXCHANGE TRADED FD T | PDP | 46137V837 | $383.4K | 0.22% | 3,175 | SH |
| 38 | EXXON MOBIL CORP | XOM | 30231G102 | $362.4K | 0.21% | 2,136 | SH |
| 39 | ISHARES TR | EFA | 464287465 | $344.0K | 0.20% | 3,542 | SH |
| 40 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $304.0K | 0.18% | 2,078 | SH |
| 41 | VISA INC | V | 92826C839 | $303.4K | 0.17% | 1,004 | SH |
| 42 | ISHARES GOLD TR | IAU | 464285204 | $297.4K | 0.17% | 3,373 | SH |
| 43 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $281.0K | 0.16% | 282 | SH |
| 44 | RTX CORPORATION | RTX | 75513E101 | $257.7K | 0.15% | 1,336 | SH |
| 45 | NETFLIX INC. | NFLX | 64110L106 | $255.4K | 0.15% | 2,656 | SH |
| 46 | ORACLE CORP | ORCL | 68389X105 | $247.7K | 0.14% | 1,684 | SH |
| 47 | ABBVIE INC | ABBV | 00287Y109 | $247.1K | 0.14% | 1,136 | SH |
| 48 | MASTERCARD INCORPORATED | MA | 57636Q104 | $245.3K | 0.14% | 491 | SH |
| 49 | ISHARES INC | IEMG | 46434G103 | $244.1K | 0.14% | 3,500 | SH |
| 50 | PHILIP MORRIS INTL INC | PM | 718172109 | $216.6K | 0.12% | 1,310 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $173.6M | 53 | 0001951757-26-000755 |
| 2025-12-31 | 2026-02-02 | $175.6M | 49 | 0001951757-26-000333 |