GR

Golden Road Advisors LLC

Momentum followerSector-focusedLong-term holder

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%.

Personality snowflake

Concentration
65.85
Portfolio Stability
8.14
Momentum/Contrarian
100
Sector conviction
83.78
Diversification
100
Sizing Uniformity
71.94

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VUGVanguard Growth ETFETF-Other28.92%-2.24%+2.47%
2VTVVanguard Value ETFETF-Other24.70%+0.89%-0.18%
3VBVanguard Small-cap ETFETF-Other10.48%+0.48%+1.96%
4VOOVanguard S&p 500 ETFETF-Large Cap & Growth6.68%-0.33%-1.13%
5VONVVanguard Russell 1000 ValueETF-Other3.40%+0.07%-0.57%
6VONGVanguard Russell 1000 GrowthETF-Other3.35%-0.30%+0.66%
7VEAVanguard Ftse Developed ETFETF-Other2.87%+0.08%-0.76%
8NVDANvidia CORPStock-Tech1.61%+0.08%+10.87%
9AAPLApple INCStock-Tech1.53%-0.46%-18.17%
10VWOVanguard Ftse Emerging MarkeETF-Emerging Markets1.32%+0.01%-0.71%
11VTIVanguard Total Stock Mkt ETFETF-Other1.10%+0.19%+24.84%
12RJFRaymond James Financial INCStock-Financials0.84%+0.84%NEW
13IWFIshares Russell 1000 GrowthETF-Other0.81%-0.09%-0.24%
14MSFTMicrosoft CORPStock-Tech0.62%-0.20%-1.61%
15AMZNAmazon.com INCStock-Consumer Disc0.61%+0.03%+15.47%
16VONEVanguard Russell 1000ETF-Other0.60%-0.02%—
17VXFVanguard Extended Market ETFETF-Other0.60%+0.02%+3.64%
18VTWOVanguard Russell 2000 ETFETF-Small Cap0.55%-0.01%-4.17%
19GOOGLAlphabet Inc-cl AStock-Comm Services0.54%+0.02%+11.41%
20IWDIshares Russell 1000 Value EETF-Other0.52%-0.01%-3.39%
21AVGOBroadcom INCStock-Tech0.50%—+11.38%
22ESGVVanguard Esg US Stock ETFETF-Other0.50%-0.02%+2.25%
23GOOGAlphabet Inc-cl CStock-Comm Services0.45%—+9.62%
24OEFIshares S&p 100 ETFETF-Other0.40%-0.05%-4.55%
25WMTWalmart INCStock-Consumer Staples0.40%+0.23%+113.95%
26VTIPVanguard Short-term TipsETF-Other0.37%—-1.37%
27METAMeta Platforms Inc-class AStock-Comm Services0.35%-0.02%+10.35%
28BIVVanguard Intermediate-term BETF-Other0.35%+0.12%+49.74%
29IEFAIshares Core Msci Eafe ETFETF-Other0.34%+0.02%+4.03%
30IWBIshares Russell 1000 ETFETF-Other0.32%-0.01%—
31BRK-BBerkshire Hathaway Inc-cl BStock-Other0.31%+0.02%+11.84%
32TSLATesla INCStock-Consumer Disc0.30%-0.02%+11.51%
33JPMJpmorgan Chase & CoStock-Financials0.30%—+9.77%
34VGTVanguard Info Tech ETFETF-Tech0.28%-0.01%+6.31%
35LLYEli Lilly & CoStock-Healthcare0.26%-0.01%+9.17%
36JNJJohnson & JohnsonStock-Healthcare0.24%+0.06%+15.01%
37PDPInvesco Dorsey Wright MomentETF-Other0.22%+0.01%-1.85%
38XOMExxon Mobil CORPStock-Energy0.21%+0.08%+9.59%
39EFAIshares Msci Eafe ETFETF-Other0.20%+0.01%—
40PLTRPalantir Technologies Inc-aStock-Tech0.18%+0.18%NEW
41VVisa Inc-class A SharesStock-Financials0.17%-0.01%+11.80%
42IAUIshares Gold TrustETF-Commodities0.17%+0.17%NEW
43COSTCostco Wholesale CORPStock-Consumer Staples0.16%+0.04%+20.00%
44RTXRtx CORPStock-Industrials0.15%+0.02%+3.73%
45NFLXNetflix INCStock-Comm Services0.15%+0.03%+21.72%
46ORCLOracle CORPStock-Tech0.14%-0.03%+11.82%
47ABBVAbbvie INCStock-Healthcare0.14%—+4.03%
48MAMastercard INC - AStock-Financials0.14%—+12.36%
49IEMGIshares Core Msci EmergingETF-Emerging Markets0.14%+0.01%+5.07%
50PMPhilip Morris InternationalStock-Consumer Staples0.12%+0.12%NEW
1–50 of 53

Holding changes this quarter

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).

Position changes disclosed by Golden Road Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VTVVanguard Value ETF+0.9%-0.18%Trim
2VBVanguard Small-cap ETF+0.5%+1.96%Add
3WMTWalmart INC+0.2%+113.95%Add
4VTIVanguard Total Stock Mkt ETF+0.2%+24.84%Add
5BIVVanguard Intermediate-term B+0.1%+49.74%Add
6XOMExxon Mobil CORP+0.1%+9.59%Add
7NVDANvidia CORP+0.1%+10.87%Add
8VEAVanguard Ftse Developed ETF+0.1%-0.76%Trim
9VONVVanguard Russell 1000 Value+0.1%-0.57%Trim
10JNJJohnson & Johnson+0.1%+15.01%Add
11COSTCostco Wholesale CORP0%+20.00%Add
12NFLXNetflix INC0%+21.72%Add
13AMZNAmazon.com INC0%+15.47%Add
14BRK-BBerkshire Hathaway Inc-cl B0%+11.84%Add
15IEFAIshares Core Msci Eafe ETF0%+4.03%Add
16GOOGLAlphabet Inc-cl A0%+11.41%Add
17RTXRtx CORP0%+3.73%Add
18VXFVanguard Extended Market ETF0%+3.64%Add
19IEMGIshares Core Msci Emerging0%+5.07%Add
20PDPInvesco Dorsey Wright Moment0%-1.85%Trim
21EFAIshares Msci Eafe ETF0%—Unchanged
22VWOVanguard Ftse Emerging Marke0%-0.71%Trim
23IJHIshares Core S&p Midcap ETF—-4.38%Trim
24MAMastercard INC - A—+12.36%Add
25VTWOVanguard Russell 2000 ETF0%-4.17%Trim
26LLYEli Lilly & Co0%+9.17%Add
27IWBIshares Russell 1000 ETF0%—Unchanged
28IWDIshares Russell 1000 Value E0%-3.39%Trim
29VVisa Inc-class A Shares0%+11.80%Add
30VGTVanguard Info Tech ETF0%+6.31%Add
31VONEVanguard Russell 10000%—Unchanged
32ESGVVanguard Esg US Stock ETF0%+2.25%Add
33TSLATesla INC0%+11.51%Add
34METAMeta Platforms Inc-class A0%+10.35%Add
35ORCLOracle CORP0%+11.82%Add
36OEFIshares S&p 100 ETF-0.1%-4.55%Trim
37IWFIshares Russell 1000 Growth-0.1%-0.24%Trim
38MSFTMicrosoft CORP-0.2%-1.61%Trim
39VONGVanguard Russell 1000 Growth-0.3%+0.66%Add
40VOOVanguard S&p 500 ETF-0.3%-1.13%Trim
41AAPLApple INC-0.5%-18.17%Trim
42VUGVanguard Growth ETF-2.2%+2.47%Add
43RJFRaymond James Financial INC—NEWNew buy
44MDYState Street Spdr S&p Midcap—EXITSold out
45PLTRPalantir Technologies Inc-a—NEWNew buy
46IAUIshares Gold Trust—NEWNew buy
47PMPhilip Morris International—NEWNew buy
48BACBank Of America CORP—EXITSold out
49GEGeneral Electric—NEWNew buy
50AMDAdvanced Micro Devices—NEWNew buy

FAQ

What is Golden Road Advisors LLC and what type of investor is it?
Golden Road Advisors LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $173.6M, spread across 53 disclosed positions.
What are Golden Road Advisors LLC's largest equity positions?
Based on the latest 13F filing, Golden Road Advisors LLC's top holdings by market value are: 1. Vanguard Growth ETF (VUG) — $50.2M (28.9%) 2. Vanguard Value ETF (VTV) — $42.9M (24.7%) 3. Vanguard Small-cap ETF (VB) — $18.2M (10.5%) 4. Vanguard S&p 500 ETF (VOO) — $11.6M (6.7%) 5. Vanguard Russell 1000 Value (VONV) — $5.9M (3.4%)
What changes did Golden Road Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Golden Road Advisors LLC made 47 notable position adjustments: 6 new positions were initiated, 26 existing holdings were added to, 13 positions were partially reduced, and 2 were completely exited. The largest of these moves: 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)
What sectors does Golden Road Advisors LLC focus on?
Golden Road Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 47.8% • Communication Services: 15.2% • Financials: 9.4% • Consumer Discretionary: 9.3% • Consumer Staples: 7.0% • Health Care: 6.5%