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 75.63% of Golden Road Advisors's stock portfolio.
- Added to shares of these 10 stocks: VUG, VTV, MDY, VONV, BAC, NFLX, VTI, VONG, BIV, VEA.
- Started 2 new stock positions in MDY, BAC.
- Reduced shares in these 10 stocks: RJF, NVDA, AAPL, VIG, IAU, PG, HD, JPM, VYM, MSFT.
- Sold out of its positions in HD, IAU, PG, RJF, VIG, VYM.
- Golden Road Advisors was a net seller of stock by $-498k.
- Golden Road Advisors has $176M in assets under management (AUM), dropping by 1.65%.
- Central Index Key (CIK): 0002014454
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Portfolio Holdings for Golden Road Advisors
Golden Road Advisors holds 49 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 31.2 | $55M | +3% | 112k | 487.87 |
|
| Vanguard Index Fds Value Etf (VTV) | 23.8 | $42M | +3% | 219k | 190.99 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 10.0 | $18M | 68k | 257.95 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.0 | $12M | 20k | 627.12 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 3.6 | $6.4M | +2% | 53k | 121.75 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 3.3 | $5.8M | +4% | 63k | 92.30 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.8 | $4.9M | 79k | 62.47 |
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| Apple (AAPL) | 2.0 | $3.5M | -12% | 13k | 271.86 |
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| NVIDIA Corporation (NVDA) | 1.5 | $2.7M | -27% | 14k | 186.50 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $2.3M | 43k | 53.76 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.6M | +11% | 4.8k | 335.27 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $1.6M | -3% | 3.3k | 473.30 |
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| Microsoft Corporation (MSFT) | 0.8 | $1.4M | -12% | 3.0k | 483.62 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.6 | $1.1M | 3.5k | 309.04 |
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| Amazon (AMZN) | 0.6 | $1.0M | 4.4k | 230.82 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.6 | $1.0M | -2% | 4.9k | 209.13 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.6 | $988k | 9.9k | 99.52 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $925k | +5% | 4.4k | 210.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $922k | 2.9k | 313.00 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $909k | 7.5k | 120.96 |
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| Broadcom (AVGO) | 0.5 | $876k | 2.5k | 346.10 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $783k | 2.3k | 342.97 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $780k | 2.5k | 313.80 |
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| Meta Platforms Cl A (META) | 0.4 | $644k | +6% | 976.00 | 660.09 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.4 | $637k | -8% | 13k | 49.46 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $587k | -16% | 1.6k | 373.44 |
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| Tesla Motors (TSLA) | 0.3 | $571k | 1.3k | 449.72 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $569k | 6.4k | 89.46 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $514k | -31% | 1.6k | 322.22 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $502k | -5% | 666.00 | 753.78 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $501k | -4% | 997.00 | 502.65 |
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| Eli Lilly & Co. (LLY) | 0.3 | $480k | +3% | 447.00 | 1074.68 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $409k | +31% | 5.3k | 77.88 |
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| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.2 | $377k | -5% | 3.2k | 116.40 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $340k | 3.5k | 96.03 |
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| Visa Com Cl A (V) | 0.2 | $315k | +7% | 898.00 | 350.71 |
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| Johnson & Johnson (JNJ) | 0.2 | $310k | -10% | 1.5k | 206.95 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $307k | NEW | 508.00 | 603.28 |
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| Oracle Corporation (ORCL) | 0.2 | $294k | -10% | 1.5k | 194.91 |
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| Wal-Mart Stores (WMT) | 0.2 | $290k | +5% | 2.6k | 111.41 |
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| Abbvie (ABBV) | 0.1 | $250k | +6% | 1.1k | 228.49 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $250k | -7% | 437.00 | 570.88 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $236k | -6% | 1.3k | 183.40 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $235k | +3% | 1.9k | 120.34 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $224k | 3.3k | 67.22 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $219k | -4% | 3.3k | 66.00 |
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| Netflix (NFLX) | 0.1 | $205k | +809% | 2.2k | 93.76 |
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| Bank of America Corporation (BAC) | 0.1 | $204k | NEW | 3.7k | 55.00 |
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| Costco Wholesale Corporation (COST) | 0.1 | $203k | -8% | 235.00 | 862.34 |
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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 Q4 filed Feb. 2, 2026
- 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