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 73.47% of Golden Road Advisors's stock portfolio.
- Added to shares of these 10 stocks: VUG, AAPL, NVDA, VTV, MSFT, VGT, VIG, IAU, JNJ, JPM.
- Started 12 new stock positions in HD, ABBV, JNJ, VGT, VYM, XOM, PG, IJH, IAU, RTX. IEMG, VIG.
- Reduced shares in these 9 stocks: VOO, VTIP, WMT, RJF, VTI, OEF, VXF, ESGV, IWF.
- Golden Road Advisors was a net buyer of stock by $10M.
- Golden Road Advisors has $173M in assets under management (AUM), dropping by 14.89%.
- Central Index Key (CIK): 0002014454
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Portfolio Holdings for Golden Road Advisors
Golden Road Advisors holds 53 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 30.1 | $52M | +3% | 108k | 479.61 |
|
| Vanguard Index Fds Value Etf (VTV) | 22.7 | $39M | +3% | 211k | 186.49 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 10.1 | $18M | 69k | 254.28 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.9 | $12M | -5% | 20k | 612.37 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 3.6 | $6.2M | +2% | 51k | 120.50 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 3.1 | $5.4M | +2% | 61k | 89.37 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.7 | $4.7M | +6% | 78k | 59.92 |
|
| Apple (AAPL) | 2.2 | $3.8M | +75% | 15k | 254.63 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $3.7M | +54% | 20k | 186.58 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $2.3M | +2% | 42k | 54.18 |
|
| Microsoft Corporation (MSFT) | 1.0 | $1.8M | +72% | 3.4k | 517.95 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $1.6M | 3.4k | 468.41 |
|
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| Raymond James Financial (RJF) | 0.8 | $1.4M | -14% | 8.2k | 172.60 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $1.4M | -12% | 4.3k | 328.17 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.6 | $1.1M | 3.5k | 302.35 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.6 | $1.0M | -5% | 5.0k | 209.35 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.6 | $989k | 10k | 97.82 |
|
|
| Amazon (AMZN) | 0.6 | $975k | +23% | 4.4k | 219.57 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $894k | 7.5k | 118.44 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $849k | 4.2k | 203.59 |
|
|
| Broadcom (AVGO) | 0.5 | $833k | +9% | 2.5k | 329.91 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $760k | -11% | 2.3k | 332.84 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $730k | +72% | 2.3k | 315.43 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $717k | +18% | 3.0k | 243.10 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.4 | $715k | -34% | 14k | 50.63 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $688k | 1.9k | 365.48 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $671k | +21% | 914.00 | 734.38 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $600k | +18% | 2.5k | 243.55 |
|
| Tesla Motors (TSLA) | 0.3 | $569k | +25% | 1.3k | 444.72 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $547k | 6.3k | 87.31 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $526k | +22% | 1.0k | 502.74 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $525k | NEW | 703.00 | 746.63 |
|
| Oracle Corporation (ORCL) | 0.3 | $474k | +3% | 1.7k | 281.24 |
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.2 | $403k | +5% | 3.4k | 118.05 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $374k | NEW | 1.7k | 215.79 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $364k | NEW | 5.0k | 72.77 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $331k | 3.5k | 93.37 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $329k | +12% | 431.00 | 763.00 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $312k | 4.0k | 78.09 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $310k | NEW | 1.7k | 185.42 |
|
| Netflix (NFLX) | 0.2 | $288k | +10% | 240.00 | 1198.92 |
|
| Visa Com Cl A (V) | 0.2 | $286k | +18% | 839.00 | 341.38 |
|
| Procter & Gamble Company (PG) | 0.2 | $284k | NEW | 1.8k | 153.65 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $267k | +16% | 470.00 | 568.81 |
|
| Wal-Mart Stores (WMT) | 0.1 | $255k | -49% | 2.5k | 103.06 |
|
| Home Depot (HD) | 0.1 | $246k | NEW | 606.00 | 405.19 |
|
| Abbvie (ABBV) | 0.1 | $238k | NEW | 1.0k | 231.54 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $238k | +13% | 257.00 | 925.63 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $230k | NEW | 1.4k | 167.33 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $227k | NEW | 3.5k | 65.26 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $220k | NEW | 1.6k | 140.95 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $220k | NEW | 3.3k | 65.92 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $212k | NEW | 1.9k | 112.75 |
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Past Filings by Golden Road Advisors
SEC 13F filings are viewable for Golden Road Advisors going back to 2023
- Golden Road Advisors 2025 Q3 filed Nov. 7, 2025
- Golden Road Advisors 2025 Q2 filed Aug. 4, 2025
- Golden Road Advisors 2025 Q1 filed April 21, 2025
- Golden Road Advisors 2024 Q4 filed Jan. 29, 2025
- Golden Road Advisors 2024 Q3 filed Oct. 28, 2024
- Golden Road Advisors 2024 Q2 filed July 31, 2024
- Golden Road Advisors 2024 Q1 filed April 18, 2024
- Golden Road Advisors 2023 Q4 filed March 14, 2024