Golden Road Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$173.6M
Q ending 2026-03-31
Prior quarter
$175.6M
Q ending 2025-12-31
Change
-1.2% QoQ · +35.5% YoY
Positions
53
reported holdings
Largest positions
All 53 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VUG | Shares | $50.2M | 115K |
| Vanguard Index Fds | VTV | Shares | $42.9M | 219K |
| Vanguard Index Fds | VB | Shares | $18.2M | 69K |
| Vanguard Index Fds | VOO | Shares | $11.6M | 19K |
| Vanguard Scottsdale Fds | VONV | Shares | $5.9M | 63K |
| Vanguard Scottsdale Fds | VONG | Shares | $5.8M | 53K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.0M | 78K |
| Nvidia Corporation | NVDA | Shares | $2.8M | 16K |
| Apple Inc | AAPL | Shares | $2.7M | 10K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.3M | 42K |
| Vanguard Index Fds | VTI | Shares | $1.9M | 6K |
| Raymond James Finl Inc | RJF | Shares | $1.5M | 10K |
| Ishares Tr | IWF | Shares | $1.4M | 3K |
| Microsoft Corp | MSFT | Shares | $1.1M | 3K |
| Amazon Com Inc | AMZN | Shares | $1.1M | 5K |
| Vanguard Scottsdale Fds | VONE | Shares | $1.0M | 4K |
| Vanguard Index Fds | VXF | Shares | $1.0M | 5K |
| Vanguard Scottsdale Fds | VTWO | Shares | $953K | 10K |
| Alphabet Inc | GOOGL | Shares | $943K | 3K |
| Ishares Tr | IWD | Shares | $908K | 4K |
| Broadcom Inc | AVGO | Shares | $872K | 3K |
| Vanguard World Fd | ESGV | Shares | $862K | 8K |
| Alphabet Inc | GOOG | Shares | $781K | 3K |
| Ishares Tr | OEF | Shares | $693K | 2K |
| Walmart Inc | WMT | Shares | $692K | 6K |
| Vanguard Malvern Fds | VTIP | Shares | $634K | 13K |
| Meta Platforms Inc | META | Shares | $616K | 1K |
| Vanguard Bd Index Fds | BIV | Shares | $607K | 8K |
| Ishares Tr | IEFA | Shares | $599K | 7K |
| Ishares Tr | IWB | Shares | $560K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $534K | 1K |
| Tesla Inc | TSLA | Shares | $526K | 1K |
| Jpmorgan Chase & Co | JPM | Shares | $515K | 2K |
| Vanguard World Fd | VGT | Shares | $494K | 708 |
| Eli Lilly & Co | LLY | Shares | $449K | 488 |
| Johnson & Johnson | JNJ | Shares | $421K | 2K |
| Invesco Exchange Traded Fd T | PDP | Shares | $383K | 3K |
| Exxon Mobil Corp | XOM | Shares | $362K | 2K |
| Ishares Tr | EFA | Shares | $344K | 4K |
| Palantir Technologies Inc | PLTR | Shares | $304K | 2K |
| Visa Inc | V | Shares | $303K | 1K |
| Ishares Gold Tr | IAU | Shares | $297K | 3K |
| Costco Wholesale Corporation | COST | Shares | $281K | 282 |
| Rtx Corporation | RTX | Shares | $258K | 1K |
| Netflix Inc. | NFLX | Shares | $255K | 3K |
| Oracle Corp | ORCL | Shares | $248K | 2K |
| Abbvie Inc | ABBV | Shares | $247K | 1K |
| Mastercard Incorporated | MA | Shares | $245K | 491 |
| Ishares Inc | IEMG | Shares | $244K | 4K |
| Philip Morris Intl Inc | PM | Shares | $217K | 1K |
| Ishares Tr | IJH | Shares | $214K | 3K |
| Ge Aerospace | GE | Shares | $203K | 715 |
| Advanced Micro Devices Inc | AMD | Shares | $201K | 988 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.