Golden Road Advisors LLC Top Holdings and 13F Report (2026) About Golden Road Advisors LLCInvestment ActivityGolden Road Advisors LLC has $173.60 million in total holdings as of March 31, 2026.Golden Road Advisors LLC owns shares of 53 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.77% of the portfolio was purchased this quarter.About 0.89% of the portfolio was sold this quarter.This quarter, Golden Road Advisors LLC has purchased 49 new stocks and bought additional shares in 30 stocks.Golden Road Advisors LLC sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Growth ETF $50,213,181Vanguard Value ETF $42,881,612Vanguard Small-Cap ETF $18,192,512Vanguard S&P 500 ETF $11,597,732Vanguard Russell 1000 Value ETF $5,904,870 Largest New Holdings this Quarter 754730109 - Raymond James Financial $1,456,797 Holding69608A108 - PALANTIR TECHNOLOGIES INC $303,970 Holding464285204 - iShares Gold Trust $297,364 Holding718172109 - Philip Morris International $216,595 Holding369604301 - GE Aerospace $202,896 Holding Largest Purchases this Quarter Raymond James Financial 10,061 shares (about $1.46M)Vanguard Growth ETF 2,772 shares (about $1.21M)Vanguard Total Stock Market ETF 1,180 shares (about $378.56K)WALMART INC 2,966 shares (about $368.62K)Vanguard Small-Cap ETF 1,336 shares (about $349.93K) Largest Sales this Quarter Apple 2,331 shares (about $591.59K)Vanguard S&P 500 ETF 222 shares (about $132.65K)Vanguard Value ETF 388 shares (about $76.13K)Vanguard Russell 2000 ETF 414 shares (about $41.47K)Vanguard FTSE Developed Markets ETF 593 shares (about $38.00K) 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$50,213,181$1,210,777 â–²2.5%114,96028.9%ETFVTVVanguard Value ETF$42,881,612$76,126 â–¼-0.2%218,56124.7%ETFVBVanguard Small-Cap ETF$18,192,512$349,927 â–²2.0%69,45810.5%ETFVOOVanguard S&P 500 ETF$11,597,732$132,655 â–¼-1.1%19,4096.7%ETFVONVVanguard Russell 1000 Value ETF$5,904,870$33,559 â–¼-0.6%62,9923.4%ETFVONGVanguard Russell 1000 Growth ETF$5,809,073$38,172 â–²0.7%52,9593.3%ETFVEAVanguard FTSE Developed Markets ETF$4,990,847$37,999 â–¼-0.8%77,8852.9%ETFNVDANVIDIA$2,790,226$273,459 â–²10.9%15,9991.6%Computer and TechnologyAAPLApple$2,664,060$591,590 â–¼-18.2%10,4971.5%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$2,290,990$16,323 â–¼-0.7%42,3861.3%ETFVTIVanguard Total Stock Market ETF$1,902,403$378,556 â–²24.8%5,9301.1%ETFRJFRaymond James Financial$1,456,797$1,456,797 â–²New Holding10,0610.8%FinanceIWFiShares Russell 1000 Growth ETF$1,413,516$3,411 â–¼-0.2%3,3150.8%ETFMSFTMicrosoft$1,083,488$17,768 â–¼-1.6%2,9270.6%Computer and TechnologyAMZNAmazon.com$1,066,134$142,873 â–²15.5%5,1190.6%Retail/WholesaleVONEVanguard Russell 1000 ETF$1,038,8220.0%3,5200.6%ETFVXFVanguard Extended Market ETF$1,036,855$36,428 â–²3.6%5,0380.6%ETFVTWOVanguard Russell 2000 ETF$953,017$41,470 â–¼-4.2%9,5140.5%ETFGOOGLAlphabet$943,197$96,620 â–²11.4%3,2800.5%Computer and TechnologyIWDiShares Russell 1000 Value ETF$907,670$31,837 â–¼-3.4%4,2480.5%ETFAVGOBroadcom$872,199$89,139 â–²11.4%2,8180.5%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$862,346$18,974 â–²2.2%7,6810.5%ETFGOOGAlphabet$781,407$68,560 â–²9.6%2,7240.5%Computer and TechnologyOEFiShares S&P 100 ETF$693,393$33,079 â–¼-4.6%2,1800.4%ETFWALMART INC$692,135$368,625 â–²113.9%5,5690.4%COMVTIPVanguard Short-Term Inflation-Protected Securities ETF$634,365$8,791 â–¼-1.4%12,7000.4%ManufacturingMETAMeta Platforms$616,184$57,785 â–²10.3%1,0770.4%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$607,098$201,671 â–²49.7%7,8660.3%ETFIEFAiShares Core MSCI EAFE ETF$598,584$23,176 â–²4.0%6,6120.3%ETFIWBiShares Russell 1000 ETF$560,1560.0%1,5710.3%ETFBRK.BBerkshire Hathaway$534,308$56,546 â–²11.8%1,1150.3%FinanceTSLATesla$526,026$54,275 â–²11.5%1,4150.3%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$515,368$45,889 â–²9.8%1,7520.3%FinanceVGTVanguard Information Technology ETF$494,075$29,310 â–²6.3%7080.3%ETFLLYEli Lilly and Company$448,848$37,711 â–²9.2%4880.3%MedicalJNJJohnson & Johnson$421,415$54,999 â–²15.0%1,7240.2%MedicalPDPInvesco Dorsey Wright Momentum ETF$383,363$7,245 â–¼-1.9%3,1750.2%ETFXOMExxonMobil$362,394$31,726 â–²9.6%2,1360.2%EnergyEFAiShares MSCI EAFE ETF$344,0340.0%3,5420.2%FinancePALANTIR TECHNOLOGIES INC$303,970$303,970 â–²New Holding2,0780.2%CL AVVisa$303,449$32,037 â–²11.8%1,0040.2%Business ServicesIAUiShares Gold Trust$297,364$297,364 â–²New Holding3,3730.2%FinanceCOSTCostco Wholesale$280,993$46,832 â–²20.0%2820.2%Retail/WholesaleRTXRTX$257,714$9,259 â–²3.7%1,3360.1%AerospaceNFLXNetflix$255,374$45,575 â–²21.7%2,6560.1%Consumer DiscretionaryORCLOracle$247,733$26,186 â–²11.8%1,6840.1%Computer and TechnologyABBVAbbVie$247,069$9,570 â–²4.0%1,1360.1%MedicalMAMastercard$245,333$26,982 â–²12.4%4910.1%Business ServicesIEMGiShares Core MSCI Emerging Markets ETF$244,125$11,788 â–²5.1%3,5000.1%ETFPMPhilip Morris International$216,595$216,595 â–²New Holding1,3100.1%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$214,003$9,792 â–¼-4.4%3,1690.1%ETFGEGE Aerospace$202,896$202,896 â–²New Holding7150.1%AerospaceAMDAdvanced Micro Devices$200,989$200,989 â–²New Holding9880.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$0$306,466 â–¼-100.0%00.0%ETFBACBank of America$0$203,995 â–¼-100.0%00.0%FinanceShowing 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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