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CIK: 0002014454
Total reported value
$206.2M
$206.2M
53 檔
61.6%
At the close of Q3 2025, Golden Road Advisors LLC disclosed equity holdings valued at approximately $206.2M, spread across 53 reported holdings.
In Q3 2025, Golden Road Advisors LLC displayed an active expansion posture, initiating 16 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 30.08% | +0.36% | +3.22% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 22.75% | -1.39% | +3.46% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 10.12% | -0.35% | +0.72% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.95% | -0.27% | -5.08% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.58% | -0.02% | +2.07% | |
| 6 | VONV | Vanguard Russell 1000 Value | ETF-Other | 3.13% | -0.16% | +2.37% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.69% | -0.16% | +6.74% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.17% | +0.23% | +75.19% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.16% | -0.01% | +54.85% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.32% | -0.08% | +2.88% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | -0.05% | +72.05% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.93% | +0.01% | -0.41% | |
| 13 | RJF | Raymond James Financial Inc | Stock-Financials | 0.82% | -0.11% | -14.28% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | +0.02% | -12.03% | |
| 15 | VONE | Vanguard Russell 1000 | ETF-Other | 0.62% | -0.02% | — | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.60% | — | -5.90% | |
| 17 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.57% | — | +0.34% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.06% | +23.41% | |
| 19 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.52% | -0.02% | -1.76% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.49% | -0.03% | +0.75% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.48% | +0.02% | +9.88% | |
| 22 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.44% | -0.01% | -11.27% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | — | +72.56% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.07% | +18.42% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.41% | -0.06% | -34.31% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.40% | -0.01% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.03% | +21.06% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.04% | +18.46% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | +0.01% | +25.37% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.32% | -0.03% | +0.02% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.05% | +22.74% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.30% | +0.05% | — | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.27% | -0.01% | +3.37% | |
| 34 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.23% | +0.01% | +5.60% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | +0.11% | NEW | |
| 36 | IAU | Ishares Gold Trust | ETF-Commodities | 0.21% | -0.03% | — | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.19% | -0.02% | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | +0.03% | +12.83% | |
| 39 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.18% | -0.03% | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.02% | — | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.17% | -0.15% | EXIT | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.17% | +0.02% | +18.00% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.16% | — | — | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.15% | -0.03% | +16.34% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.09% | -49.05% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.14% | — | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.14% | +0.02% | — | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.03% | +13.22% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.13% | -0.03% | — | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.13% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +1.3% | +3.22% | Add |
| 2 | NVDA | Nvidia CORP | +1.1% | +54.85% | Add |
| 3 | AAPL | Apple Inc | +0.4% | +75.19% | Add |
| 4 | VONG | Vanguard Russell 1000 Growth | +0.4% | +2.07% | Add |
| 5 | MSFT | Microsoft CORP | +0.2% | +72.05% | Add |
| 6 | AVGO | Broadcom Inc | +0.2% | +9.88% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +72.56% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +18.42% | Add |
| 9 | TSLA | Tesla Inc | +0.1% | +25.37% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +18.46% | Add |
| 11 | ORCL | Oracle CORP | +0.1% | +3.37% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -12.03% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +21.06% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +23.41% | Add |
| 15 | IEFA | Ishares Core Msci Eafe ETF | — | +0.02% | Add |
| 16 | MA | Mastercard Inc - A | 0% | +16.34% | Add |
| 17 | V | Visa Inc-class A Shares | 0% | +18.00% | Add |
| 18 | PDP | Invesco Dorsey Wright Moment | 0% | +5.60% | Add |
| 19 | VXF | Vanguard Extended Market ETF | 0% | -5.90% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +22.74% | Add |
| 21 | IWF | Ishares Russell 1000 Growth | 0% | -0.41% | Trim |
| 22 | ESGV | Vanguard Esg US Stock ETF | -0.1% | -1.76% | Add |
| 23 | IWB | Ishares Russell 1000 ETF | -0.1% | — | Unchanged |
| 24 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +2.88% | Add |
| 25 | VONE | Vanguard Russell 1000 | -0.1% | — | Unchanged |
| 26 | VEA | Vanguard Ftse Developed ETF | -0.1% | +6.74% | Add |
| 27 | IWD | Ishares Russell 1000 Value E | -0.1% | +0.75% | Add |
| 28 | VTWO | Vanguard Russell 2000 ETF | -0.2% | +0.34% | Trim |
| 29 | VONV | Vanguard Russell 1000 Value | -0.3% | +2.37% | Add |
| 30 | VTIP | Vanguard Short-term Tips | -0.5% | -34.31% | Trim |
| 31 | VOO | Vanguard S&p 500 ETF | -0.8% | -5.08% | Add |
| 32 | VB | Vanguard Small-cap ETF | -1.6% | +0.72% | Add |
| 33 | VTV | Vanguard Value ETF | -3.5% | +3.46% | Add |
| 34 | RJF | Raymond James Financial Inc | — | NEW | New buy |
| 35 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 36 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 37 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 38 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 39 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 40 | NFLX | Netflix Inc | — | NEW | New buy |
| 41 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 42 | WMT | Walmart Inc | — | NEW | New buy |
| 43 | HD | Home Depot Inc | — | NEW | New buy |
| 44 | ABBV | Abbvie Inc | — | NEW | New buy |
| 45 | RTX | Rtx CORP | — | NEW | New buy |
| 46 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 47 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 48 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 49 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 50 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Golden Road Advisors LLC reported a total U.S. public equity portfolio value of $206.2M across 53 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VB) accounted for 61.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
RJF
市值: $1.4M
Top Position Liquidated / Trimmed
UNH
前期市值: $205.8K
During Q3 2025, Golden Road Advisors LLC's top holdings by market value included VUG (30.1%)、VTV (22.8%)、VB (10.1%). The largest single position, VUG, represented 30.1% of total portfolio value.
In Q3 2025, Golden Road Advisors LLC made 48 total portfolio adjustments, initiating 16 new buys, adding to 28 positions, trimming 3 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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