Golden Road Advisors

Latest statistics and disclosures from Golden Road Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VUG, VTV, VB, VOO, VONG, and represent 77.81% of Golden Road Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VTV, VB, VUG, VTI, V, VIG, MA, CRM, VOO, VEA.
  • Started 4 new stock positions in VIG, V, MA, CRM.
  • Reduced shares in these 10 stocks: VTIP, BIV, WMT, , JNJ, OEF, NVDA, AVGO, COST, IWF.
  • Sold out of its positions in JNJ, UNH, WMT.
  • Golden Road Advisors was a net buyer of stock by $1.9M.
  • Golden Road Advisors has $132M in assets under management (AUM), dropping by 3.55%.
  • Central Index Key (CIK): 0002014454

Tip: Access up to 7 years of quarterly data

Positions held by Golden Road Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Golden Road Advisors

Golden Road Advisors holds 39 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 30.3 $40M 98k 410.45
 View chart
Vanguard Index Fds Value Etf (VTV) 24.2 $32M +5% 189k 169.30
 View chart
Vanguard Index Fds Small Cp Etf (VB) 12.1 $16M +5% 67k 240.28
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.7 $10M 19k 538.80
 View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.4 $4.5M 44k 103.30
 View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 3.2 $4.3M 53k 81.25
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $3.1M 65k 47.82
 View chart
Apple (AAPL) 1.5 $2.0M 8.2k 250.42
 View chart
NVIDIA Corporation (NVDA) 1.2 $1.6M -2% 12k 134.29
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $1.6M 37k 44.04
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $1.4M 3.5k 401.58
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.3M +39% 4.6k 289.81
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $1.3M -35% 26k 48.42
 View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.9 $1.2M 13k 89.33
 View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.7 $939k 3.5k 266.72
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $873k +5% 4.6k 189.99
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.6 $798k -15% 2.8k 288.85
 View chart
Microsoft Corporation (MSFT) 0.6 $765k 1.8k 421.50
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $754k 4.1k 185.13
 View chart
Amazon (AMZN) 0.5 $686k 3.1k 219.39
 View chart
Vanguard World Esg Us Stk Etf (ESGV) 0.5 $624k 5.9k 104.89
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.5 $606k 1.9k 322.16
 View chart
Broadcom (AVGO) 0.4 $525k -5% 2.3k 231.84
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.3 $432k 2.3k 189.30
 View chart
Meta Platforms Cl A (META) 0.3 $416k 711.00 585.51
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.3 $399k 2.1k 190.44
 View chart
Tesla Motors (TSLA) 0.3 $397k +2% 982.00 403.84
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.3 $384k 5.5k 70.28
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $362k 799.00 453.28
 View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.3 $348k 3.2k 107.61
 View chart
JPMorgan Chase & Co. (JPM) 0.2 $310k 1.3k 239.71
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $291k -64% 3.9k 74.73
 View chart
Oracle Corporation (ORCL) 0.2 $279k -8% 1.7k 166.64
 View chart
Eli Lilly & Co. (LLY) 0.2 $273k 354.00 772.00
 View chart
Visa Com Cl A (V) 0.2 $213k NEW 675.00 316.04
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $205k NEW 1.0k 195.83
 View chart
Mastercard Incorporated Cl A (MA) 0.2 $205k NEW 389.00 526.57
 View chart
salesforce (CRM) 0.2 $202k NEW 605.00 334.33
 View chart
Costco Wholesale Corporation (COST) 0.2 $201k -12% 219.00 916.27
 View chart

Past Filings by Golden Road Advisors

SEC 13F filings are viewable for Golden Road Advisors going back to 2023