GOLDEN ROAD ADVISORS LLC

Portfolio Overview

GOLDEN ROAD ADVISORS LLC disclosed 53 positions worth $173.6M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 6 new positions and exited 2 — including a new stake in $RJF and a full exit from $MDY. The portfolio is most concentrated in Other (88.9% of disclosed assets). All figures are sourced directly from GOLDEN ROAD ADVISORS LLC’s Form 13F-HR filing with the SEC under CIK 2014454.

• VANGUARD INDEX FDS

  —

  Quality

  $50.2M114,960 sh

• VANGUARD INDEX FDS

  —

  Quality

  $42.9M218,561 sh

• VANGUARD INDEX FDS

  —

  Quality

  $18.2M69,458 sh

• VANGUARD INDEX FDS

  —

  Quality

  $11.6M19,409 sh

• VANGUARD SCOTTSDALE FDS

  —

  Quality

  $5.9M62,992 sh

• VANGUARD SCOTTSDALE FDS

  —

  Quality

  $5.8M52,959 sh

• VANGUARD TAX-MANAGED FDS

  —

  Quality

  $5.0M77,885 sh
• 

  NVIDIA CORP

  $NVDA

  90.2

  Quality

  $2.8M15,999 sh
• 

  Apple Inc.

  $AAPL

  76.1

  Quality

  $2.7M10,497 sh

• VANGUARD INTL EQUITY INDEX F

  —

  Quality

  $2.3M42,386 sh

Company	Quality	Value	Shares
VANGUARD INDEX FDS	—	$50.2M	114,960
VANGUARD INDEX FDS	—	$42.9M	218,561
VANGUARD INDEX FDS	—	$18.2M	69,458
VANGUARD INDEX FDS	—	$11.6M	19,409
VANGUARD SCOTTSDALE FDS	—	$5.9M	62,992
VANGUARD SCOTTSDALE FDS	—	$5.8M	52,959
VANGUARD TAX-MANAGED FDS	—	$5.0M	77,885
NVIDIA CORP$NVDA	90.2	$2.8M	15,999
Apple Inc.$AAPL	76.1	$2.7M	10,497
VANGUARD INTL EQUITY INDEX F	—	$2.3M	42,386

Showing top 10 of 53 holdings.

Full Holdings — GOLDEN ROAD ADVISORS LLC (Q1 2026)

All 53 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS	$50.2M	28.9%	+2%	—
2	—	VANGUARD INDEX FDS	$42.9M	24.7%	-0%	—
3	—	VANGUARD INDEX FDS	$18.2M	10.5%	+2%	—
4	—	VANGUARD INDEX FDS	$11.6M	6.7%	-1%	—
5	—	VANGUARD SCOTTSDALE FDS	$5.9M	3.4%	-1%	—
6	—	VANGUARD SCOTTSDALE FDS	$5.8M	3.4%	+1%	—
7	—	VANGUARD TAX-MANAGED FDS	$5.0M	2.9%	-1%	—
8	$NVDA	NVIDIA CORP	$2.8M	1.6%	+11%	90.2
9	$AAPL	Apple Inc.	$2.7M	1.5%	-18%	76.1
10	—	VANGUARD INTL EQUITY INDEX F	$2.3M	1.3%	-1%	—
11	—	VANGUARD INDEX FDS	$1.9M	1.1%	+25%	—
12	$RJF	RAYMOND JAMES FINANCIAL INC	$1.5M	0.8%	NEW	63.8
13	—	ISHARES TR	$1.4M	0.8%	-0%	—
14	$MSFT	MICROSOFT CORP	$1.1M	0.6%	-2%	83.7
15	$AMZN	AMAZON COM INC	$1.1M	0.6%	+15%	74.6
16	—	VANGUARD SCOTTSDALE FDS	$1.0M	0.6%	+0%	—
17	—	VANGUARD INDEX FDS	$1.0M	0.6%	+4%	—
18	—	VANGUARD SCOTTSDALE FDS	$953,017	0.6%	-4%	—
19	$GOOG	Alphabet Inc.	$943,197	0.5%	+11%	80.2
20	—	ISHARES TR	$907,670	0.5%	-3%	—
21	$AVGO	Broadcom Inc.	$872,199	0.5%	+11%	86.4
22	—	VANGUARD WORLD FD	$862,346	0.5%	+2%	—
23	$GOOGL	Alphabet Inc.	$781,407	0.5%	+10%	80.2
24	—	ISHARES TR	$693,393	0.4%	-5%	—
25	$WMT	Walmart Inc.	$692,135	0.4%	+114%	63.2
26	—	VANGUARD MALVERN FDS	$634,365	0.4%	-1%	—
27	$META	Meta Platforms, Inc.	$616,184	0.3%	+10%	80.9
28	—	VANGUARD BD INDEX FDS	$607,098	0.3%	+50%	—
29	—	ISHARES TR	$598,584	0.3%	+4%	—
30	—	ISHARES TR	$560,156	0.3%	+0%	—
31	$BRK.B	BERKSHIRE HATHAWAY INC	$534,308	0.3%	+12%	64.5
32	$TSLA	Tesla, Inc.	$526,026	0.3%	+12%	50.1
33	$JPM	JPMORGAN CHASE & CO	$515,368	0.3%	+10%	35.6
34	—	VANGUARD WORLD FD	$494,075	0.3%	+6%	—
35	$LLY	ELI LILLY & Co	$448,848	0.3%	+9%	89.3
36	$JNJ	JOHNSON & JOHNSON	$421,415	0.2%	+15%	72.8
37	$IVZ	Invesco Ltd.	$383,363	0.2%	-2%	—
38	$XOM	EXXON MOBIL CORP	$362,394	0.2%	+10%	61.8
39	—	ISHARES TR	$344,034	0.2%	+0%	—
40	$PLTR	Palantir Technologies Inc.	$303,970	0.2%	NEW	85.8
41	$V	VISA INC.	$303,449	0.2%	+12%	83.5
42	$IAU	ISHARES GOLD TRUST	$297,364	0.2%	NEW	—
43	$COST	COSTCO WHOLESALE CORP /NEW	$280,993	0.2%	+20%	67
44	$RTX	RTX Corp	$257,714	0.1%	+4%	70
45	$NFLX	NETFLIX INC	$255,374	0.1%	+22%	86.7
46	$ORCL	ORACLE CORP	$247,733	0.1%	+12%	67.2
47	$ABBV	AbbVie Inc.	$247,069	0.1%	+4%	59.3
48	$MA	Mastercard Inc	$245,333	0.1%	+12%	81.7
49	—	ISHARES INC	$244,125	0.1%	+5%	—
50	$PM	Philip Morris International Inc.	$216,595	0.1%	NEW	80.5
51	—	ISHARES TR	$214,003	0.1%	-4%	—
52	$GE	GENERAL ELECTRIC CO	$202,896	0.1%	NEW	74.8
53	$AMD	ADVANCED MICRO DEVICES INC	$200,989	0.1%	NEW	78.8