Golden Road Advisors LLC Top Holdings and 13F Report (2025) About Golden Road Advisors LLCInvestment ActivityGolden Road Advisors LLC has $150.39 million in total holdings as of June 30, 2025.Golden Road Advisors LLC owns shares of 41 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 6.69% of the portfolio was purchased this quarter.About 0.84% of the portfolio was sold this quarter.This quarter, Golden Road Advisors LLC has purchased 38 new stocks and bought additional shares in 27 stocks.Golden Road Advisors LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Growth ETF $46,029,522Vanguard Value ETF $36,001,636Vanguard Small-Cap ETF $16,176,617Vanguard S&P 500 ETF $11,727,423Vanguard Russell 1000 Growth ETF $5,496,364 Largest New Holdings this Quarter 754730109 - Raymond James Financial $1,475,723 Holding931142103 - Walmart $474,244 Holding464287465 - iShares MSCI EAFE ETF $316,619 Holding64110L106 - Netflix $291,930 Holding Largest Purchases this Quarter Vanguard Growth ETF 5,561 shares (about $2.44M)Vanguard Value ETF 9,159 shares (about $1.62M)Raymond James Financial 9,622 shares (about $1.48M)Vanguard S&P 500 ETF 1,335 shares (about $758.31K)Vanguard Russell 1000 Growth ETF 6,375 shares (about $696.15K) Largest Sales this Quarter Microsoft 801 shares (about $398.43K)Apple 1,582 shares (about $324.58K)Vanguard Russell 2000 ETF 2,796 shares (about $243.87K)iShares S&P 100 ETF 190 shares (about $57.83K)Vanguard Short-Term Inflation-Protected Securities ETF 619 shares (about $31.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGolden Road Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$46,029,522$2,437,950 ▲5.6%104,99430.6%ETFVTVVanguard Value ETF$36,001,636$1,618,756 ▲4.7%203,69923.9%ETFVBVanguard Small-Cap ETF$16,176,617$193,372 ▲1.2%68,26310.8%ETFVOOVanguard S&P 500 ETF$11,727,423$758,312 ▲6.9%20,6467.8%ETFVONGVanguard Russell 1000 Growth ETF$5,496,364$696,150 ▲14.5%50,3333.7%ETFVONVVanguard Russell 1000 Value ETF$5,033,781$563,749 ▲12.6%59,0753.3%ETFVEAVanguard FTSE Developed Markets ETF$4,149,537$126,676 ▲3.1%72,7862.8%ETFNVDANVIDIA$2,044,075$115,175 ▲6.0%12,9381.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$2,028,583$68,256 ▲3.5%41,0141.3%ETFAAPLApple$1,725,908$324,582 ▼-15.8%8,4121.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,477,708$434,316 ▲41.6%4,8621.0%ETFRJFRaymond James Financial$1,475,723$1,475,723 ▲New Holding9,6221.0%FinanceIWFiShares Russell 1000 Growth ETF$1,463,527$1,698 ▲0.1%3,4471.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,080,403$31,117 ▼-2.8%21,4920.7%ManufacturingVXFVanguard Extended Market ETF$1,021,973$113,510 ▲12.5%5,3030.7%ETFVONEVanguard Russell 1000 ETF$988,6270.0%3,5200.7%ETFMSFTMicrosoft$982,385$398,426 ▼-28.9%1,9750.7%Computer and TechnologyVTWOVanguard Russell 2000 ETF$878,567$243,867 ▼-21.7%10,0730.6%ETFESGVVanguard ESG U.S. Stock ETF$842,145$18,529 ▲2.2%7,6810.6%ETFIWDiShares Russell 1000 Value ETF$803,530$10,488 ▲1.3%4,1370.5%ETFAMZNAmazon.com$789,146$40,587 ▲5.4%3,5970.5%Retail/WholesaleOEFiShares S&P 100 ETF$783,397$57,827 ▼-6.9%2,5740.5%ETFIWBiShares Russell 1000 ETF$638,7310.0%1,8810.4%ETFAVGOBroadcom$633,168$23,430 ▲3.8%2,2970.4%Computer and TechnologyMETAMeta Platforms$557,258$33,952 ▲6.5%7550.4%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$522,919$66,784 ▲14.6%6,2640.3%ETFWMTWalmart$474,244$474,244 ▲New Holding4,8500.3%Retail/WholesaleGOOGLAlphabet$439,165$39,476 ▲9.9%2,4920.3%Computer and TechnologyBRK.BBerkshire Hathaway$414,362$25,260 ▲6.5%8530.3%FinanceJPMJPMorgan Chase & Co.$388,769$19,134 ▲5.2%1,3410.3%FinanceGOOGAlphabet$368,971$4,080 ▼-1.1%2,0800.2%Computer and TechnologyORCLOracle$356,367$437 ▼-0.1%1,6300.2%Computer and TechnologyPDPInvesco Dorsey Wright Momentum ETF$351,2890.0%3,2350.2%ETFTSLATesla$324,331$20,013 ▲6.6%1,0210.2%Auto/Tires/TrucksEFAiShares MSCI EAFE ETF$316,619$316,619 ▲New Holding3,5420.2%FinanceBIVVanguard Intermediate-Term Bond ETF$308,896$29,389 ▲10.5%3,9940.2%ETFLLYEli Lilly and Company$297,780$16,370 ▲5.8%3820.2%MedicalNFLXNetflix$291,930$291,930 ▲New Holding2180.2%Consumer DiscretionaryVVisa$252,441$14,912 ▲6.3%7110.2%Business ServicesMAMastercard$227,024$11,239 ▲5.2%4040.2%Business ServicesCOSTCostco Wholesale$224,716$11,879 ▲5.6%2270.1%Retail/WholesaleUNHUnitedHealth Group$0$205,834 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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