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, VONV, and represent 74.19% of Golden Road Advisors's stock portfolio.
- Added to shares of these 10 stocks: RJF, VUG, VTI, WMT, VB, PLTR, IAU, NVDA, PM, GE.
- Started 6 new stock positions in AMD, RJF, PLTR, GE, IAU, PM.
- Reduced shares in these 10 stocks: AAPL, , BAC, VOO, VTV, VTWO, VEA, VONV, OEF, IWD.
- Sold out of its positions in BAC, MDY.
- Golden Road Advisors was a net buyer of stock by $5.0M.
- Golden Road Advisors has $174M in assets under management (AUM), dropping by -1.16%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 28.9 | $50M | +2% | 115k | 436.79 |
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| Vanguard Index Fds Value Etf (VTV) | 24.7 | $43M | 219k | 196.20 |
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| Vanguard Index Fds Small Cp Etf (VB) | 10.5 | $18M | 70k | 261.92 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.7 | $12M | 19k | 597.54 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 3.4 | $5.9M | 63k | 93.74 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 3.3 | $5.8M | 53k | 109.69 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.9 | $5.0M | 78k | 64.08 |
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| NVIDIA Corporation (NVDA) | 1.6 | $2.8M | +10% | 16k | 174.40 |
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| Apple (AAPL) | 1.5 | $2.7M | -18% | 11k | 253.79 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $2.3M | 42k | 54.05 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $1.9M | +24% | 5.9k | 320.81 |
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| Raymond James Financial (RJF) | 0.8 | $1.5M | NEW | 10k | 144.80 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $1.4M | 3.3k | 426.40 |
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| Microsoft Corporation (MSFT) | 0.6 | $1.1M | 2.9k | 370.17 |
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| Amazon (AMZN) | 0.6 | $1.1M | +15% | 5.1k | 208.27 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.6 | $1.0M | 3.5k | 295.12 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.6 | $1.0M | +3% | 5.0k | 205.81 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.5 | $953k | -4% | 9.5k | 100.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $943k | +11% | 3.3k | 287.56 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $908k | -3% | 4.2k | 213.67 |
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| Broadcom (AVGO) | 0.5 | $872k | +11% | 2.8k | 309.51 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $862k | +2% | 7.7k | 112.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $781k | +9% | 2.7k | 286.86 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $693k | -4% | 2.2k | 318.07 |
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| Wal-Mart Stores (WMT) | 0.4 | $692k | +113% | 5.6k | 124.28 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.4 | $634k | 13k | 49.95 |
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| Meta Platforms Cl A (META) | 0.4 | $616k | +10% | 1.1k | 572.13 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $607k | +49% | 7.9k | 77.18 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $599k | +4% | 6.6k | 90.53 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $560k | 1.6k | 356.56 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $534k | +11% | 1.1k | 479.20 |
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| Tesla Motors (TSLA) | 0.3 | $526k | +11% | 1.4k | 371.75 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $515k | +9% | 1.8k | 294.16 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $494k | +6% | 708.00 | 697.85 |
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| Eli Lilly & Co. (LLY) | 0.3 | $449k | +9% | 488.00 | 919.77 |
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| Johnson & Johnson (JNJ) | 0.2 | $421k | +15% | 1.7k | 244.44 |
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| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.2 | $383k | 3.2k | 120.74 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $362k | +9% | 2.1k | 169.66 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $344k | 3.5k | 97.13 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $304k | NEW | 2.1k | 146.28 |
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| Visa Com Cl A (V) | 0.2 | $303k | +11% | 1.0k | 302.24 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $297k | NEW | 3.4k | 88.16 |
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| Costco Wholesale Corporation (COST) | 0.2 | $281k | +20% | 282.00 | 996.43 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $258k | +3% | 1.3k | 192.90 |
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| Netflix (NFLX) | 0.1 | $255k | +21% | 2.7k | 96.15 |
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| Oracle Corporation (ORCL) | 0.1 | $248k | +11% | 1.7k | 147.11 |
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| Abbvie (ABBV) | 0.1 | $247k | +4% | 1.1k | 217.49 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $245k | +12% | 491.00 | 499.66 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $244k | +5% | 3.5k | 69.75 |
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| Philip Morris International (PM) | 0.1 | $217k | NEW | 1.3k | 165.34 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $214k | -4% | 3.2k | 67.53 |
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| Ge Aerospace Com New (GE) | 0.1 | $203k | NEW | 715.00 | 283.77 |
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| Advanced Micro Devices (AMD) | 0.1 | $201k | NEW | 988.00 | 203.43 |
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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 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