GOLDEN ROAD ADVISORS LLC
CIK 0002014454 · TAMPA, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
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
Top Holdings
VUG
VANGUARD INDEX FDS
29.3%
VTV
VANGUARD INDEX FDS
23.3%
VB
VANGUARD INDEX FDS
10.1%
VOO
VANGUARD INDEX FDS
6.4%
VONG
VANGUARD SCOTTSDALE FDS
3.3%
VONV
VANGUARD SCOTTSDALE FDS
3.2%
VEA
VANGUARD TAX-MANAGED FDS
2.7%
AAPL
APPLE INC
1.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.