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Golden Road Advisors LLC Top Holdings and 13F Report (2026)

About Golden Road Advisors LLC

Investment Activity

  • Golden Road Advisors LLC has $206.19 million in total holdings as of June 30, 2026.
  • Golden Road Advisors LLC owns shares of 67 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 28.78% of the portfolio was purchased this quarter.
  • About 0.33% of the portfolio was sold this quarter.
  • This quarter, Golden Road Advisors LLC has purchased 53 new stocks and bought additional shares in 33 stocks.
  • Golden Road Advisors LLC sold shares of 14 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Vanguard Value ETF
$48,065,452

Largest New Holdings this Quarter

595112103 - Micron Technology
$686,803 Holding
02209S103 - Altria Group
$639,779 Holding
038222105 - Applied Materials
$391,866 Holding
512807306 - LAM RESEARCH CORP
$323,698 Holding
482480100 - KLA
$321,623 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
585,952 shares (about $50.47M)
iShares Russell 1000 Growth ETF
10,277 shares (about $1.28M)
Micron Technology
595 shares (about $686.80K)
Altria Group
8,892 shares (about $639.78K)
Vanguard Information Technology ETF
4,957 shares (about $592.47K)

Largest Sales this Quarter

Vanguard Small-Cap ETF
561 shares (about $170.05K)
Vanguard S&P 500 ETF
170 shares (about $116.76K)
Berkshire Hathaway
52 shares (about $26.02K)
iShares Russell 1000 Value ETF
94 shares (about $22.79K)
Raymond James Financial
144 shares (about $21.89K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGolden Road Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$60,376,572$50,473,916 â–²509.7%700,91229.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$48,065,452$434,552 â–²0.9%220,55523.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$20,883,940$170,049 â–¼-0.8%68,89710.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$13,213,408$116,757 â–¼-0.9%19,2396.4%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$6,875,795$107,105 â–²1.6%53,7973.3%ETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$6,687,643$9,036 â–¼-0.1%62,9073.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$5,584,872$35,554 â–²0.6%78,3842.7%ETF
Apple Inc. stock logo
AAPL
Apple
$3,621,372$583,934 â–²19.2%12,5151.8%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,292,281$91,041 â–²2.8%16,4541.6%Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,558,111$28,114 â–²1.1%42,8571.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,317,931$123,593 â–²5.6%6,2641.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,687,719$1,276,095 â–²310.0%13,5920.8%ETF
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
$1,507,678$21,892 â–¼-1.4%9,9170.7%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,384,279$164,216 â–²13.5%5,8080.7%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,247,936$75,762 â–²6.5%3,4920.6%Communication Services
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$1,232,815$7,633 â–¼-0.6%5,0070.6%ETF
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$1,192,2940.0%3,5200.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,180,981$89,152 â–²8.2%3,1660.6%Technology
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$1,139,891$15,299 â–¼-1.3%9,3880.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,080,743$16,243 â–²1.5%2,8610.5%Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,007,054$22,788 â–¼-2.2%4,1540.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,003,811$41,340 â–²4.3%2,8410.5%Communication Services
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$998,676$17,059 â–¼-1.7%7,5520.5%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$797,5970.0%2,1800.4%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$686,803$686,803 â–²New Holding5950.3%Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$677,089$592,468 â–²700.1%5,6650.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$658,486$51,823 â–²8.5%1,1690.3%Communication Services
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$653,331$50,008 â–²8.3%8,5180.3%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$648,319$10,398 â–²1.6%12,9070.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$643,3240.0%1,5710.3%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$639,779$639,779 â–²New Holding8,8920.3%Consumer Staples
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$636,462$2,125 â–¼-0.3%6,5900.3%ETF
WALMART INC
$635,396$4,644 â–²0.7%5,6100.3%COM
Tesla, Inc. stock logo
TSLA
Tesla
$629,218$34,069 â–²5.7%1,4960.3%Consumer Discretionary
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$615,380$41,898 â–²7.3%1,8800.3%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$590,120$4,798 â–²0.8%4920.3%Healthcare
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$575,682$1,743 â–²0.3%9910.3%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$531,915$26,020 â–¼-4.7%1,0630.3%Finance
Invesco Dorsey Wright Momentum ETF stock logo
PDP
Invesco Dorsey Wright Momentum ETF
$481,7430.0%3,1750.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$457,400$19,556 â–²4.5%1,8010.2%Healthcare
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$391,866$391,866 â–²New Holding5420.2%Technology
Visa Inc. stock logo
V
Visa
$382,545$38,083 â–²11.1%1,1150.2%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$367,9430.0%3,5420.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$329,900$44,037 â–²15.4%1,3110.2%Healthcare
LAM RESEARCH CORP
$323,698$323,698 â–²New Holding7470.2%COM NEW
KLA Corporation stock logo
KLAC
KLA
$321,623$321,623 â–²New Holding1,0660.2%Technology
Zions Bancorporation, N.A. stock logo
ZION
Zions Bancorporation, N.A.
$314,538$314,538 â–²New Holding4,5460.2%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$301,057$9,024 â–²3.1%2,2020.1%Energy
Intel Corporation stock logo
INTC
Intel
$290,710$290,710 â–²New Holding2,0820.1%Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$287,372$2,568 â–¼-0.9%3,4690.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$282,166$14,949 â–²5.6%7550.1%Industrials
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$279,991$25,296 â–²9.9%3,7080.1%ETF
Oracle Corporation stock logo
ORCL
Oracle
$272,583$25,793 â–²10.5%1,8600.1%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$272,222$8,419 â–²3.2%2910.1%Consumer Staples
Philip Morris International Inc. stock logo
PM
Philip Morris International
$266,842$29,850 â–²12.6%1,4750.1%Consumer Staples
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$261,701$261,701 â–²New Holding2,2280.1%Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$260,066$260,066 â–²New Holding6260.1%Healthcare
RTX Corporation stock logo
RTX
RTX
$256,515$3,036 â–²1.2%1,3520.1%Industrials
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$243,128$1,234 â–¼-0.5%3,1530.1%ETF
PALANTIR TECHNOLOGIES INC
$238,707$3,733 â–¼-1.5%2,0460.1%CL A
Mastercard Incorporated stock logo
MA
Mastercard
$234,202$17,976 â–¼-7.1%4560.1%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$230,592$230,592 â–²New Holding2280.1%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$230,541$230,541 â–²New Holding4,0460.1%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$229,521$229,521 â–²New Holding9700.1%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$208,704$208,704 â–²New Holding6120.1%Technology
CocaCola Company (The) stock logo
KO
CocaCola
$206,263$206,263 â–²New Holding2,5380.1%Consumer Staples
GE VERNOVA INC
$202,076$202,076 â–²New Holding1720.1%COM
Netflix, Inc. stock logo
NFLX
Netflix
$0$255,374 â–¼-100.0%00.0%Communication Services

Showing largest 100 holdings. View all holdings.
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