GOLDEN ROAD ADVISORS LLC

CIK 0002014454 · TAMPA, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

GOLDEN ROAD ADVISORS LLC reported 67 positions worth $206.2M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: VUG (29.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$206.2M
2026 Q2
Positions
67
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
83.0%
Est. Net Flow (Q)
2026 Q2
10 / 67 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUGVANGUARD INDEX FDSSH$60.4M29.28%700,912
2VTVVANGUARD INDEX FDSSH$48.1M23.31%220,555
3VBVANGUARD INDEX FDSSH$20.9M10.13%68,897
4VOOVANGUARD INDEX FDSSH$13.2M6.41%19,239
5VONGVANGUARD SCOTTSDALE FDSSH$6.9M3.33%53,797
6VONVVANGUARD SCOTTSDALE FDSSH$6.7M3.24%62,907
7VEAVANGUARD TAX-MANAGED FDSSH$5.6M2.71%78,384
8AAPLAPPLE INCSH$3.6M1.76%12,515
9NVDANVIDIA CORPORATIONSH$3.3M1.60%16,454
10VWOVANGUARD INTL EQUITY INDEX FSH$2.6M1.24%42,857

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does GOLDEN ROAD ADVISORS LLC hold as of Q2 2026?

GOLDEN ROAD ADVISORS LLC reported 67 positions worth $206.2M in its Q2 2026 13F filing. Largest positions: VUG (29.3%), VTV (23.3%), VB (10.1%), VOO (6.4%) and VONG (3.3%).

What did GOLDEN ROAD ADVISORS LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did GOLDEN ROAD ADVISORS LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.