CIK: 0002014454
Total reported value
$173.6M
Reporting period: 2026-03-31 · Number of holdings: 53
GOLDEN ROAD ADVISORS LLC disclosed 53 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $173.6M and a quarterly turnover rate of 8.1%.
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Golden Road Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.165 — mathematically equivalent to about 6 equally-sized positions, well below its 53 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.81), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 10% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim VUG
+2.5% -$4.5M
Add VTV
-0.2% $1.1M
Add VB
+2.0% $620.3K
Trim AAPL
-18.2% -$823.4K
Trim VOO
-1.1% -$713.3K
Trim VONG
+0.7% -$596.3K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 28.92% | -2.24% | +2.47% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 24.70% | +0.89% | -0.18% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 10.48% | +0.48% | +1.96% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.68% | -0.33% | -1.13% | |
| 5 | VONV | Vanguard Russell 1000 Value | ETF-Other | 3.40% | +0.07% | -0.57% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.35% | -0.30% | +0.66% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.87% | +0.08% | -0.76% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | +0.08% | +10.87% | |
| 9 | AAPL | Apple INC | Stock-Tech | 1.53% | -0.46% | -18.17% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.32% | +0.01% | -0.71% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | +0.19% | +24.84% | |
| 12 | RJF | Raymond James Financial INC | Stock-Financials | 0.84% | +0.84% | NEW | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | -0.09% | -0.24% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | -0.20% | -1.61% | |
| 15 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.61% | +0.03% | +15.47% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-Other | 0.60% | -0.02% | — | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.60% | +0.02% | +3.64% | |
| 18 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.55% | -0.01% | -4.17% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.02% | +11.41% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.52% | -0.01% | -3.39% | |
| 21 | AVGO | Broadcom INC | Stock-Tech | 0.50% | — | +11.38% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.50% | -0.02% | +2.25% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | — | +9.62% | |
| 24 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.40% | -0.05% | -4.55% | |
| 25 | WMT | Walmart INC | Stock-Consumer Staples | 0.40% | +0.23% | +113.95% | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.37% | — | -1.37% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | -0.02% | +10.35% | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.35% | +0.12% | +49.74% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.34% | +0.02% | +4.03% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.32% | -0.01% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | +0.02% | +11.84% | |
| 32 | TSLA | Tesla INC | Stock-Consumer Disc | 0.30% | -0.02% | +11.51% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | — | +9.77% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.28% | -0.01% | +6.31% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | -0.01% | +9.17% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | +0.06% | +15.01% | |
| 37 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.22% | +0.01% | -1.85% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | +0.08% | +9.59% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.20% | +0.01% | — | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.18% | +0.18% | NEW | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.17% | -0.01% | +11.80% | |
| 42 | IAU | Ishares Gold Trust | ETF-Commodities | 0.17% | +0.17% | NEW | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.16% | +0.04% | +20.00% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.15% | +0.02% | +3.73% | |
| 45 | NFLX | Netflix INC | Stock-Comm Services | 0.15% | +0.03% | +21.72% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.14% | -0.03% | +11.82% | |
| 47 | ABBV | Abbvie INC | Stock-Healthcare | 0.14% | — | +4.03% | |
| 48 | MA | Mastercard INC - A | Stock-Financials | 0.14% | — | +12.36% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.14% | +0.01% | +5.07% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.12% | +0.12% | NEW |
Performance for Q3 2026
+4.1%
Performance Last 4 Quarters
+22.2%
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 53 | $173.6M | 8 | |
| 2025-12-31 | 49 | $175.6M | 8 | |
| 2025-09-30 | 53 | $172.8M | 28 | |
| 2025-06-30 | 41 | $150.4M | 0 | |
| 2025-03-31 | 38 | $128.1M | 0 | |
| 2024-12-31 | 39 | $132.2M | 0 | |
| 2024-09-30 | 38 | $127.7M | 0 | |
| 2024-06-30 | 36 | $121.3M | 0 | |
| 2024-03-31 | 37 | $120.4M | 0 | |
| 2023-12-31 | 35 | $104.6M | 0 |
Golden Road Advisors LLC's most significant position changes for 2026-03-31: New buy: Raymond James Financial INC (RJF); Sold out: State Street Spdr S&p Midcap (MDY); New buy: Palantir Technologies Inc-a (PLTR); New buy: Ishares Gold Trust (IAU); New buy: Philip Morris International (PM).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +0.9% | -0.18% | Trim |
| 2 | VB | Vanguard Small-cap ETF | +0.5% | +1.96% | Add |
| 3 | WMT | Walmart INC | +0.2% | +113.95% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +24.84% | Add |
| 5 | BIV | Vanguard Intermediate-term B | +0.1% | +49.74% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.1% | +9.59% | Add |
| 7 | NVDA | Nvidia CORP | +0.1% | +10.87% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.1% | -0.76% | Trim |
| 9 | VONV | Vanguard Russell 1000 Value | +0.1% | -0.57% | Trim |
| 10 | JNJ | Johnson & Johnson | +0.1% | +15.01% | Add |
| 11 | COST | Costco Wholesale CORP | 0% | +20.00% | Add |
| 12 | NFLX | Netflix INC | 0% | +21.72% | Add |
| 13 | AMZN | Amazon.com INC | 0% | +15.47% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +11.84% | Add |
| 15 | IEFA | Ishares Core Msci Eafe ETF | 0% | +4.03% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | 0% | +11.41% | Add |
| 17 | RTX | Rtx CORP | 0% | +3.73% | Add |
| 18 | VXF | Vanguard Extended Market ETF | 0% | +3.64% | Add |
| 19 | IEMG | Ishares Core Msci Emerging | 0% | +5.07% | Add |
| 20 | PDP | Invesco Dorsey Wright Moment | 0% | -1.85% | Trim |
| 21 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 22 | VWO | Vanguard Ftse Emerging Marke | 0% | -0.71% | Trim |
| 23 | IJH | Ishares Core S&p Midcap ETF | — | -4.38% | Trim |
| 24 | MA | Mastercard INC - A | — | +12.36% | Add |
| 25 | VTWO | Vanguard Russell 2000 ETF | 0% | -4.17% | Trim |
| 26 | LLY | Eli Lilly & Co | 0% | +9.17% | Add |
| 27 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 28 | IWD | Ishares Russell 1000 Value E | 0% | -3.39% | Trim |
| 29 | V | Visa Inc-class A Shares | 0% | +11.80% | Add |
| 30 | VGT | Vanguard Info Tech ETF | 0% | +6.31% | Add |
| 31 | VONE | Vanguard Russell 1000 | 0% | — | Unchanged |
| 32 | ESGV | Vanguard Esg US Stock ETF | 0% | +2.25% | Add |
| 33 | TSLA | Tesla INC | 0% | +11.51% | Add |
| 34 | META | Meta Platforms Inc-class A | 0% | +10.35% | Add |
| 35 | ORCL | Oracle CORP | 0% | +11.82% | Add |
| 36 | OEF | Ishares S&p 100 ETF | -0.1% | -4.55% | Trim |
| 37 | IWF | Ishares Russell 1000 Growth | -0.1% | -0.24% | Trim |
| 38 | MSFT | Microsoft CORP | -0.2% | -1.61% | Trim |
| 39 | VONG | Vanguard Russell 1000 Growth | -0.3% | +0.66% | Add |
| 40 | VOO | Vanguard S&p 500 ETF | -0.3% | -1.13% | Trim |
| 41 | AAPL | Apple INC | -0.5% | -18.17% | Trim |
| 42 | VUG | Vanguard Growth ETF | -2.2% | +2.47% | Add |
| 43 | RJF | Raymond James Financial INC | — | NEW | New buy |
| 44 | MDY | State Street Spdr S&p Midcap | — | EXIT | Sold out |
| 45 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 46 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 47 | PM | Philip Morris International | — | NEW | New buy |
| 48 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 49 | GE | General Electric | — | NEW | New buy |
| 50 | AMD | Advanced Micro Devices | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-29 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-02 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-07 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-04 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-21 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-29 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-28 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-31 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-18 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-03-14 | 13F-HR | View on EDGAR |
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