GOLDEN ROAD ADVISORS LLC
CIK 2014454 · View on SEC EDGAR ↗
- Portfolio value
- $206.2M
- Positions
- 67
- As of
- June 30, 2026
#6,363 of 9,443 by 13F value · top 67.4%
Portfolio value QoQ: +18.8% 13F does not disclose cash
- Top 10 holdings weight
- 83.01%
- Top 25 holdings weight
- 91.97%
- Positions above 1%
- 11
- Effective number of positions
- 6.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.36% Est. buys $59,348,987 · sells $689,544
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 91.8% still held
- New positions
- 15
- Increased
- 33
- Decreased
- 14
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
6.1%
Communication Services
1.4%
Financial Services
1.1%
Retail
1.1%
Healthcare
0.8%
Financials
0.6%
Consumer Staples
0.5%
Industrials
0.4%
Consumer Discretionary
0.3%
Energy
0.1%
Communications
0.1%
Other/Unmapped
87.4%
Full portfolio 67 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VUG | $60,376,572 | 29.28% | 700,912 | $10,163,391 | Up ×6 | ||
| VTV | $48,065,452 | 23.31% | 220,555 | $5,183,840 | Up ×1 | ||
| VB | $20,883,940 | 10.13% | 68,897 | $2,691,428 | Down ×1 | ||
| VOO | $13,213,408 | 6.41% | 19,239 | $1,615,676 | Down ×2 | ||
| VONG Vanguard Russell 1000 Growth ETF | $6,875,795 | 3.33% | 53,797 | $1,066,722 | Up ×6 | ||
| VONV Vanguard Russell 1000 Value ETF | $6,687,643 | 3.24% | 62,907 | $782,773 | Down ×2 | ||
| VEA | $5,584,872 | 2.71% | 78,384 | $594,025 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $3,621,372 | 1.76% | 12,515 | $957,312 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3,292,281 | 1.60% | 16,454 | $502,055 | Up ×2 | ||
| VWO | $2,558,111 | 1.24% | 42,857 | $267,121 | Up ×1 | ||
| VTI | $2,317,931 | 1.12% | 6,264 | $415,528 | Up ×3 | ||
| IWF | $1,687,719 | 0.82% | 13,592 | $274,203 | Up ×1 | ||
| RJF Raymond James Financial, Inc. Common Stock | $1,507,678 | 0.73% | 9,917 | $50,881 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,384,279 | 0.67% | 5,808 | $318,145 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,247,936 | 0.61% | 3,492 | $304,739 | Up ×2 | ||
| VXF | $1,232,815 | 0.60% | 5,007 | $195,960 | Down ×1 | ||
| VONE Vanguard Russell 1000 ETF | $1,192,294 | 0.58% | 3,520 | $153,472 | |||
| MSFT Microsoft Corporation - Common Stock | $1,180,981 | 0.57% | 3,166 | $97,493 | Up ×1 | ||
| VTWO Vanguard Russell 2000 ETF | $1,139,891 | 0.55% | 9,388 | $186,874 | Down ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $1,080,743 | 0.52% | 2,861 | $208,544 | Up ×5 | ||
| IWD | $1,007,054 | 0.49% | 4,154 | $99,384 | Down ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,003,811 | 0.49% | 2,841 | $222,404 | Up ×4 | ||
| ESGV | $998,676 | 0.48% | 7,552 | $136,330 | Down ×1 | ||
| OEF | $797,597 | 0.39% | 2,180 | $104,204 | |||
| MU Micron Technology, Inc. - Common Stock | $686,803 | 0.33% | 595 | Up ×1 | |||
| VGT | $677,089 | 0.33% | 5,665 | $183,014 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $658,486 | 0.32% | 1,169 | $42,302 | Up ×5 | ||
| BIV | $653,331 | 0.32% | 8,518 | $46,233 | Up ×3 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $648,319 | 0.31% | 12,907 | $13,954 | Up ×1 | ||
| IWB | $643,324 | 0.31% | 1,571 | $83,168 | |||
| MO Altria Group, Inc. | $639,779 | 0.31% | 8,892 | Up ×1 | |||
| IEFA | $636,462 | 0.31% | 6,590 | $37,878 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $635,396 | 0.31% | 5,610 | $-56,739 | Up ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $629,218 | 0.31% | 1,496 | $103,192 | Up ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $615,380 | 0.30% | 1,880 | $100,012 | Up ×2 | ||
| LLY Eli Lilly and Company Common Stock | $590,120 | 0.29% | 492 | $141,272 | Up ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $575,682 | 0.28% | 991 | $374,693 | Up ×1 | ||
| BRKB | $531,915 | 0.26% | 1,063 | $-2,393 | Down ×1 | ||
| PDP Invesco Dorsey Wright Momentum ETF | $481,743 | 0.23% | 3,175 | $98,380 | |||
| JNJ Johnson & Johnson Common Stock | $457,400 | 0.22% | 1,801 | $35,985 | Up ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $391,866 | 0.19% | 542 | Up ×1 | |||
| V Visa Inc. | $382,545 | 0.19% | 1,115 | $79,096 | Up ×5 | ||
| EFA | $367,943 | 0.18% | 3,542 | $23,909 | |||
| ABBV AbbVie Inc. Common Stock | $329,900 | 0.16% | 1,311 | $82,831 | Up ×3 | ||
| LRCX Lam Research Corporation - Common Stock | $323,698 | 0.16% | 747 | Up ×1 | |||
| KLAC KLA Corporation - Common Stock | $321,623 | 0.16% | 1,066 | Up ×1 | |||
| ZION Zions Bancorporation N.A. - Common Stock | $314,538 | 0.15% | 4,546 | Up ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $301,057 | 0.15% | 2,202 | $-61,337 | Up ×3 | ||
| INTC Intel Corporation - Common Stock | $290,710 | 0.14% | 2,082 | Up ×1 | |||
| IEMG | $287,372 | 0.14% | 3,469 | $43,247 | Down ×1 | ||
| GE GE Aerospace Common Stock | $282,166 | 0.14% | 755 | $79,270 | Up ×1 | ||
| IAU | $279,991 | 0.14% | 3,708 | $-17,373 | Up ×1 | ||
| ORCL Oracle Corporation Common Stock | $272,583 | 0.13% | 1,860 | $24,850 | Up ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $272,222 | 0.13% | 291 | $-8,771 | Up ×2 | ||
| PM Philip Morris International Inc Common Stock | $266,842 | 0.13% | 1,475 | $50,247 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $261,701 | 0.13% | 2,228 | Up ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $260,066 | 0.13% | 626 | ||||
| RTX RTX Corporation Common Stock | $256,515 | 0.12% | 1,352 | $-1,199 | Up ×2 | ||
| IJH | $243,128 | 0.12% | 3,153 | $29,125 | Down ×3 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $238,707 | 0.12% | 2,046 | $-65,263 | Down ×1 | ||
| MA Mastercard Incorporated Common Stock | $234,202 | 0.11% | 456 | $-11,131 | Down ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $230,592 | 0.11% | 228 | Up ×1 | |||
| BAC Bank of America Corporation Common Stock | $230,541 | 0.11% | 4,046 | ||||
| VIG | $229,521 | 0.11% | 970 | ||||
| PANW Palo Alto Networks, Inc. - Common Stock | $208,704 | 0.10% | 612 | Up ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $206,263 | 0.10% | 2,538 | Up ×1 | |||
| GEV GE Vernova Inc. Common Stock | $202,076 | 0.10% | 172 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VUG | $60,376,572 | 29.28% | up ×6 |
| VONG | $6,875,795 | 3.33% | up ×6 |
| VTI | $2,317,931 | 1.12% | up ×3 |
| AVGO | $1,080,743 | 0.52% | up ×5 |
| GOOG | $1,003,811 | 0.49% | up ×4 |
| META | $658,486 | 0.32% | up ×5 |
| BIV | $653,331 | 0.32% | up ×3 |
| WMT | $635,396 | 0.31% | up ×3 |
| LLY | $590,120 | 0.29% | up ×6 |
| V | $382,545 | 0.19% | up ×5 |
| ABBV | $329,900 | 0.16% | up ×3 |
| XOM | $301,057 | 0.15% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| MU | $686,803 | 595 | 0.33% |
| MO | $639,779 | 8,892 | 0.31% |
| AMAT | $391,866 | 542 | 0.19% |
| LRCX | $323,698 | 747 | 0.16% |
| KLAC | $321,623 | 1,066 | 0.16% |
| ZION | $314,538 | 4,546 | 0.15% |
| INTC | $290,710 | 2,082 | 0.14% |
| CSCO | $261,701 | 2,228 | 0.13% |
| UNH | $260,066 | 626 | 0.13% |
| GS | $230,592 | 228 | 0.11% |
| BAC | $230,541 | 4,046 | 0.11% |
| VIG | $229,521 | 970 | 0.11% |
| PANW | $208,704 | 612 | 0.10% |
| KO | $206,263 | 2,538 | 0.10% |
| GEV | $202,076 | 172 | 0.10% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VUG | Bought more | +586K | +$10.2M |
| VTV | Bought more | +2K | +$5.2M |
| VB | Trimmed | -561 | +$2.7M |
| VOO | Trimmed | -170 | +$1.6M |
| VONG | Bought more | +838 | +$1.1M |
| AAPL | Bought more | +2K | +$957K |
| VONV | Trimmed | -85 | +$783K |
| VEA | Bought more | +499 | +$594K |
| NVDA | Bought more | +455 | +$502K |
| VTI | Bought more | +334 | +$416K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| RJF | Dec. 31, 2025 | 8,248 | $1,423,605 | 9.2% |
| VIG | Dec. 31, 2025 | 1,731 | $373,532 | No longer tracked |
| IAU | Dec. 31, 2025 | 5,000 | $363,850 | No longer tracked |
| MDY | March 31, 2026 | 508 | $306,466 | No longer tracked |
| PG | Dec. 31, 2025 | 1,848 | $283,945 | 0.0% |
| NFLX | June 30, 2026 | 2,656 | $255,374 | 11.4% |
| HD | Dec. 31, 2025 | 606 | $245,545 | -2.5% |
| VYM | Dec. 31, 2025 | 1,563 | $220,305 | No longer tracked |
| UNH | June 30, 2025 | 393 | $205,834 | 24.2% |
| VIG | March 31, 2025 | 1,046 | $204,838 | No longer tracked |
| BAC | March 31, 2026 | 3,709 | $203,995 | 28.1% |
| CRM | March 31, 2025 | 605 | $202,270 | -23.4% |