GOLDEN ROAD ADVISORS LLC
Sector Allocation
- Other86.8%$179.0M
- Technology7.6%$15.7M
- Financials2.3%$4.8M
- Consumer Staples1.0%$2.0M
- Consumer Discretionary1.0%$2.0M
- Healthcare0.8%$1.6M
- Industrials0.4%$740,757
- Energy0.1%$301,057
AUM History
13fpro.ai/research/fund/golden-road-advisors-llc-2014454
Conviction and streaks
Diversifying · top 10 = 83.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$60.4M
- VANGUARD$48.1M
- VANGUARD$20.9M
- VANGUARD$13.2M
- VANGUARD$6.9M
- VANGUARD$6.7M
- VANGUARD$5.6M
AAPL
$3.6MNVDA
$3.3M- VANGUARD$2.6M
- VANGUARD$2.3M
- ISHARES$1.7M
RJF
$1.5MAMZN
$1.4MGOOGL
$1.2M- VANGUARD$1.2M
- VANGUARD$1.2M
MSFT
$1.2M- VANGUARD$1.1M
AVGO
$1.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/golden-road-advisors-llc-2014454
GOLDEN ROAD ADVISORS LLC 13F holdings — Q2 2026
$206.2M portfolio (+18.8% QoQ) · 67 holdings · Q2 2026 13F · top 10 are 83% of the stock portfolio
- 1
VANGUARD INDEX FDS - GROWTH ETF
$60.4M
29.3% of stocks
+510%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - VALUE ETF
$48.1M
23.3% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - SMALL CP ETF
$20.9M
10.1% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - S&P 500 ETF SHS
$13.2M
6.4% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW
$6.9M
3.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL
$6.7M
3.2% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$5.6M
2.7% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $3.6M
1.8% of stocks
+19%This quarter+9.8%Since filed7+ qtrsHeld$3.3M
1.6% of stocks
+3%This quarter-3.5%Since filed7+ qtrsHeld- 10
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$2.6M
1.2% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - GROWTH ETF | $60.4M | 29.3% | +510% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - VALUE ETF | $48.1M | 23.3% | +0.9% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - SMALL CP ETF | $20.9M | 10.1% | -0.8% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $13.2M | 6.4% | -0.9% | — | — | — | — | |
| 5 | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $6.9M | 3.3% | +2% | — | — | — | — | |
| 6 | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $6.7M | 3.2% | -0.1% | — | — | — | — | |
| 7 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $5.6M | 2.7% | +0.6% | — | — | — | — | |
| 8 | $3.6M | 1.8% | +19% | +9.8% | 7+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $3.3M | 1.6% | +3% | -3.5% | 7+ qtrsAdded 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2.6M | 1.2% | +1% | — | — | — | — |
All holdings — GOLDEN ROAD ADVISORS LLC (Q2 2026)
67 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $2.3M | 1.1% | 6,264 | +6% | — | — | 13F |
| 12 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $1.7M | 0.8% | 14K | +310% | — | — | 13F |
| 13 | RAYMOND JAMES FINANCIAL INC | Financials | $1.5M | 0.7% | 9,917 | -1% | 2 qtrs | 65.4 | 13F | |
| 14 | AMAZON COM INC | Consumer Discretionary | $1.4M | 0.7% | 5,808 | +13% | 7+ qtrsAdded 2 qtrs in a row | 67.5 | 13F | |
| 15 | Alphabet Inc. | Technology | $1.2M | 0.6% | 3,492 | +6% | 7+ qtrsAdded 2 qtrs in a row | 77.7 | 13F | |
| 16 | — | VANGUARD INDEX FDS - EXTEND MKT ETFetf/fund | — | $1.2M | 0.6% | 5,007 | -0.6% | — | — | 13F |
| 17 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDXetf/fund | — | $1.2M | 0.6% | 3,520 | — | — | — | 13F |
| 18 | MICROSOFT CORP | Technology | $1.2M | 0.6% | 3,166 | +8% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDXetf/fund | — | $1.1M | 0.6% | 9,388 | -1% | — | — | 13F |
| 20 | Broadcom Inc. | Technology | $1.1M | 0.5% | 2,861 | +2% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - RUS 1000 VAL ETFetf/fund | — | $1.0M | 0.5% | 4,154 | -2% | — | — | 13F |
| 22 | Alphabet Inc. | Technology | $1.0M | 0.5% | 2,841 | +4% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD WORLD FD - ESG US STK ETFetf/fund | — | $999K | 0.5% | 7,552 | -2% | — | — | 13F |
| 24 | — | ISHARES TR - S&P 100 ETFetf/fund | — | $798K | 0.4% | 2,180 | — | — | — | 13F |
| 25 | MICRON TECHNOLOGY INC | Technology | $687K | 0.3% | 595 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANGUARD WORLD FD - INF TECH ETF | — | $677K | 0.3% | 5,665 | +700% | |||
| 27 | $META | Meta Platforms, Inc. | Technology | $658K | 0.3% | 1,169 | +9% | |||
| 28 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $653K | 0.3% | 8,518 | +8% | |||
| 29 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $648K | 0.3% | 13K | +2% | |||
| 30 | — | ISHARES TR - RUS 1000 ETF | — | $643K | 0.3% | 1,571 | — | |||
| 31 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $640K | 0.3% | 8,892 | New | |||
| 32 | — | ISHARES TR - CORE MSCI EAFE | — | $636K | 0.3% | 6,590 | -0.3% | |||
| 33 | $WMT | Walmart Inc. | Consumer Staples | $635K | 0.3% | 5,610 | +0.7% | |||
| 34 | $TSLA | Tesla, Inc. | Consumer Discretionary | $629K | 0.3% | 1,496 | +6% | |||
| 35 | $JPM | JPMORGAN CHASE & CO | Financials | $615K | 0.3% | 1,880 | +7% | |||
| 36 | $LLY | ELI LILLY & Co | Healthcare | $590K | 0.3% | 492 | +0.8% | |||
| 37 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $576K | 0.3% | 991 | +0.3% | |||
| 38 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $532K | 0.3% | 1,063 | -5% | |||
| 39 | $IVZ | Invesco Ltd. | Financials | $482K | 0.2% | 3,175 | — | |||
| 40 | $JNJ | JOHNSON & JOHNSON | Healthcare | $457K | 0.2% | 1,801 | +4% | |||
| 41 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $392K | 0.2% | 542 | New | |||
| 42 | $V | VISA INC. | Financials | $383K | 0.2% | 1,115 | +11% | |||
| 43 | — | ISHARES TR - MSCI EAFE ETF | — | $368K | 0.2% | 3,542 | — | |||
| 44 | $ABBV | AbbVie Inc. | Healthcare | $330K | 0.2% | 1,311 | +15% | |||
| 45 | $LRCX | LAM RESEARCH CORP | Technology | $324K | 0.2% | 747 | New | |||
| 46 | $KLAC | KLA CORP | Technology | $322K | 0.2% | 1,066 | New | |||
| 47 | $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | Financials | $315K | 0.1% | 4,546 | New | |||
| 48 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $301K | 0.1% | 2,202 | +3% | |||
| 49 | $INTC | INTEL CORP | Technology | $291K | 0.1% | 2,082 | New | |||
| 50 | — | ISHARES INC - CORE MSCI EMKT | — | $287K | 0.1% | 3,469 | -0.9% | |||
| 51 | $GE | GENERAL ELECTRIC CO | Industrials | $282K | 0.1% | 755 | +6% | |||
| 52 | $IAU | ISHARES GOLD TRUST | Financials | $280K | 0.1% | 3,708 | +10% | |||
| 53 | $ORCL | ORACLE CORP | Technology | $273K | 0.1% | 1,860 | +10% | |||
| 54 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $272K | 0.1% | 291 | +3% | |||
| 55 | $PM | Philip Morris International Inc. | Consumer Staples | $267K | 0.1% | 1,475 | +13% | |||
| 56 | $CSCO | CISCO SYSTEMS, INC. | Technology | $262K | 0.1% | 2,228 | New | |||
| 57 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $260K | 0.1% | 626 | New | |||
| 58 | $RTX | RTX Corp | Industrials | $257K | 0.1% | 1,352 | +1% | |||
| 59 | — | ISHARES TR - CORE S&P MCP ETF | — | $243K | 0.1% | 3,153 | -0.5% | |||
| 60 | $PLTR | Palantir Technologies Inc. | Technology | $239K | 0.1% | 2,046 | -2% | |||
| 61 | $MA | Mastercard Inc | Financials | $234K | 0.1% | 456 | -7% | |||
| 62 | $GS | GOLDMAN SACHS GROUP INC | Financials | $231K | 0.1% | 228 | New | |||
| 63 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $231K | 0.1% | 4,046 | New | |||
| 64 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $230K | 0.1% | 970 | New | |||
| 65 | $PANW | Palo Alto Networks Inc | Technology | $209K | 0.1% | 612 | New | |||
| 66 | $KO | COCA COLA CO | Consumer Staples | $206K | 0.1% | 2,538 | New | |||
| 67 | $GEV | GE Vernova Inc. | Industrials | $202K | 0.1% | 172 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 15 new, 33 added to, 14 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
$MUMICRON TECHNOLOGY INC$687K
first bought this quarter
$MOALTRIA GROUP, INC.$640K
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$392K
first bought this quarter
$LRCXLAM RESEARCH CORP$324K
first bought this quarter
$KLACKLA CORP$322K
first bought this quarter
$ZIONZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$315K
first bought this quarter
+9 more in the Excel export
Added to (33)
- VANGUARD INDEX FDS - GROWTH ETF+510%
now $60.4M
- ISHARES TR - RUS 1000 GRW ETF+310%
now $1.7M
- VANGUARD WORLD FD - INF TECH ETF+700%
now $677K
now $3.6M · held 7+ qtrs
- VANGUARD INDEX FDS - VALUE ETF+0.9%
now $48.1M
now $1.4M · held 7+ qtrs, 2 adds in a row
+27 more in the Excel export
Trimmed (14)
- VANGUARD INDEX FDS - SMALL CP ETF-0.8%
now $20.9M
- VANGUARD INDEX FDS - S&P 500 ETF SHS-0.9%
now $13.2M
$BRK.BBERKSHIRE HATHAWAY INC-5%
now $532K · held 7+ qtrs
- ISHARES TR - RUS 1000 VAL ETF-2%
now $1.0M
now $1.5M · held 2 qtrs
$MAMastercard Inc-7%
now $234K · held 7+ qtrs
+8 more in the Excel export
Sold out (1)
$NFLXNETFLIX INCwas $255K
held 4 qtrs
Holdings by quarter
Every 13F GOLDEN ROAD ADVISORS LLC has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow GOLDEN ROAD ADVISORS?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of GOLDEN ROAD ADVISORS's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-2.6%
Value-weighted move of the 10 largest stock positions
Turnover
0%
Last quarter; 5% over the last 4
Top 10 weight
83%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
72%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
GOLDEN ROAD ADVISORS LLC disclosed 67 positions worth $206.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 15 new positions and exited 1 — including a new stake in $MU and a full exit from $NFLX. The portfolio is most concentrated in Other (86.8% of disclosed assets). All figures are sourced directly from GOLDEN ROAD ADVISORS LLC’s Form 13F-HR filing with the SEC under CIK 2014454.
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