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 72.47% of Golden Road Advisors's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$51M), IWF, MU, MO, VGT, AAPL, VTV, AMAT, LRCX, KLAC.
- Started 15 new stock positions in AMAT, ZION, KLAC, INTC, MU, BAC, PANW, GEV, MO, VIG. UNH, CSCO, LRCX, GS, KO.
- Reduced shares in these 10 stocks: NFLX, VB, VOO, BRK.B, IWD, RJF, MA, ESGV, VTWO, VONV.
- Sold out of its position in NFLX.
- Golden Road Advisors was a net buyer of stock by $59M.
- Golden Road Advisors has $206M in assets under management (AUM), dropping by 18.77%.
- Central Index Key (CIK): 0002014454
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Portfolio Holdings for Golden Road Advisors
Golden Road Advisors holds 67 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 29.3 | $60M | +509% | 701k | 86.14 |
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| Vanguard Index Fds Value Etf (VTV) | 23.3 | $48M | 221k | 217.93 |
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| Vanguard Index Fds Small Cp Etf (VB) | 10.1 | $21M | 69k | 303.12 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.4 | $13M | 19k | 686.80 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 3.3 | $6.9M | 54k | 127.81 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 3.2 | $6.7M | 63k | 106.31 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.7 | $5.6M | 78k | 71.25 |
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| Apple (AAPL) | 1.8 | $3.6M | +19% | 13k | 289.36 |
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| NVIDIA Corporation (NVDA) | 1.6 | $3.3M | +2% | 17k | 200.09 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $2.6M | 43k | 59.69 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $2.3M | +5% | 6.3k | 370.04 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $1.7M | +310% | 14k | 124.17 |
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| Raymond James Financial (RJF) | 0.7 | $1.5M | 9.9k | 152.03 |
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| Amazon (AMZN) | 0.7 | $1.4M | +13% | 5.8k | 238.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.2M | +6% | 3.5k | 357.37 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.6 | $1.2M | 5.0k | 246.22 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.6 | $1.2M | 3.5k | 338.72 |
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| Microsoft Corporation (MSFT) | 0.6 | $1.2M | +8% | 3.2k | 373.02 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.6 | $1.1M | 9.4k | 121.42 |
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| Broadcom (AVGO) | 0.5 | $1.1M | 2.9k | 377.75 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $1.0M | -2% | 4.2k | 242.43 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.0M | +4% | 2.8k | 353.33 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $999k | 7.6k | 132.24 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $798k | 2.2k | 365.87 |
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| Micron Technology (MU) | 0.3 | $687k | NEW | 595.00 | 1154.29 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $677k | +700% | 5.7k | 119.52 |
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| Meta Platforms Cl A (META) | 0.3 | $659k | +8% | 1.2k | 563.29 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $653k | +8% | 8.5k | 76.70 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $648k | 13k | 50.23 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $643k | 1.6k | 409.50 |
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| Altria (MO) | 0.3 | $640k | NEW | 8.9k | 71.95 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $637k | 6.6k | 96.58 |
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| Wal-Mart Stores (WMT) | 0.3 | $635k | 5.6k | 113.26 |
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| Tesla Motors (TSLA) | 0.3 | $629k | +5% | 1.5k | 420.60 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $615k | +7% | 1.9k | 327.33 |
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| Eli Lilly & Co. (LLY) | 0.3 | $590k | 492.00 | 1199.43 |
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| Advanced Micro Devices (AMD) | 0.3 | $576k | 991.00 | 580.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $532k | -4% | 1.1k | 500.39 |
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| Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP) | 0.2 | $482k | 3.2k | 151.73 |
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| Johnson & Johnson (JNJ) | 0.2 | $457k | +4% | 1.8k | 253.97 |
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| Applied Materials (AMAT) | 0.2 | $392k | NEW | 542.00 | 723.00 |
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| Visa Com Cl A (V) | 0.2 | $383k | +11% | 1.1k | 343.09 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $368k | 3.5k | 103.88 |
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| Abbvie (ABBV) | 0.2 | $330k | +15% | 1.3k | 251.64 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $324k | NEW | 747.00 | 433.33 |
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| Kla Corp Com New (KLAC) | 0.2 | $322k | NEW | 1.1k | 301.71 |
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| Zions Bancorporation (ZION) | 0.2 | $315k | NEW | 4.5k | 69.19 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $301k | +3% | 2.2k | 136.72 |
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| Intel Corporation (INTC) | 0.1 | $291k | NEW | 2.1k | 139.63 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $287k | 3.5k | 82.84 |
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| Ge Aerospace Com New (GE) | 0.1 | $282k | +5% | 755.00 | 373.73 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $280k | +9% | 3.7k | 75.51 |
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| Oracle Corporation (ORCL) | 0.1 | $273k | +10% | 1.9k | 146.55 |
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| Costco Wholesale Corporation (COST) | 0.1 | $272k | +3% | 291.00 | 935.47 |
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| Philip Morris International (PM) | 0.1 | $267k | +12% | 1.5k | 180.91 |
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| Cisco Systems (CSCO) | 0.1 | $262k | NEW | 2.2k | 117.46 |
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| UnitedHealth (UNH) | 0.1 | $260k | NEW | 626.00 | 415.44 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $257k | 1.4k | 189.73 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $243k | 3.2k | 77.11 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $239k | 2.0k | 116.67 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $234k | -7% | 456.00 | 513.60 |
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| Goldman Sachs (GS) | 0.1 | $231k | NEW | 228.00 | 1011.37 |
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| Bank of America Corporation (BAC) | 0.1 | $231k | NEW | 4.0k | 56.98 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $230k | NEW | 970.00 | 236.62 |
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| Palo Alto Networks (PANW) | 0.1 | $209k | NEW | 612.00 | 341.02 |
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| Coca-Cola Company (KO) | 0.1 | $206k | NEW | 2.5k | 81.27 |
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| Ge Vernova (GEV) | 0.1 | $202k | NEW | 172.00 | 1174.86 |
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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 2026 Q2 filed Aug. 7, 2026
- Golden Road Advisors 2026 Q1 filed April 29, 2026
- 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