# GOLDEN ROAD ADVISORS LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2014454. Source: https://holderbook.com/funds/2014454-golden-road-advisors-llc/

- Reported value: $206.2M
- Positions: 67
- Weight of the ten largest: 83.0%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $60.4M | 700,912 | 29.3% | 11 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $48.1M | 220,555 | 23.3% | 11 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $20.9M | 68,897 | 10.1% | 11 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $13.2M | 19,239 | 6.4% | 11 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $6.9M | 53,797 | 3.3% | 11 |
| VANGUARD SCOTTSDALE FDS | [VONV](https://holderbook.com/stocks/VONV/) | $6.7M | 62,907 | 3.2% | 11 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $5.6M | 78,384 | 2.7% | 11 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.6M | 12,515 | 1.8% | 11 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $3.3M | 16,454 | 1.6% | 11 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $2.6M | 42,857 | 1.2% | 11 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $2.3M | 6,264 | 1.1% | 11 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $1.7M | 13,592 | 0.8% | 11 |
| RAYMOND JAMES FINL INC | [RJF](https://holderbook.com/stocks/RJF/) | $1.5M | 9,917 | 0.7% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.4M | 5,808 | 0.7% | 11 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.2M | 3,492 | 0.6% | 11 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $1.2M | 5,007 | 0.6% | 11 |
| VANGUARD SCOTTSDALE FDS | [VONE](https://holderbook.com/stocks/VONE/) | $1.2M | 3,520 | 0.6% | 11 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.2M | 3,166 | 0.6% | 11 |
| VANGUARD SCOTTSDALE FDS | [VTWO](https://holderbook.com/stocks/VTWO/) | $1.1M | 9,388 | 0.6% | 11 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.1M | 2,861 | 0.5% | 11 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $1.0M | 4,154 | 0.5% | 11 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.0M | 2,841 | 0.5% | 11 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $998.7K | 7,552 | 0.5% | 11 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $797.6K | 2,180 | 0.4% | 11 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $686.8K | 595 | 0.3% | 1 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $677.1K | 5,665 | 0.3% | 4 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $658.5K | 1,169 | 0.3% | 11 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $653.3K | 8,518 | 0.3% | 10 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $648.3K | 12,907 | 0.3% | 11 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $643.3K | 1,571 | 0.3% | 11 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $639.8K | 8,892 | 0.3% | 1 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $636.5K | 6,590 | 0.3% | 11 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $635.4K | 5,610 | 0.3% | 5 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $629.2K | 1,496 | 0.3% | 9 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $615.4K | 1,880 | 0.3% | 11 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $590.1K | 492 | 0.3% | 11 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $575.7K | 991 | 0.3% | 2 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $531.9K | 1,063 | 0.3% | 11 |
| INVESCO EXCHANGE TRADED FD T | [PDP](https://holderbook.com/stocks/PDP/) | $481.7K | 3,175 | 0.2% | 11 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $457.4K | 1,801 | 0.2% | 4 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $391.9K | 542 | 0.2% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $382.5K | 1,115 | 0.2% | 7 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $367.9K | 3,542 | 0.2% | 5 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $329.9K | 1,311 | 0.2% | 4 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $323.7K | 747 | 0.2% | 1 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $321.6K | 1,066 | 0.2% | 1 |
| ZIONS BANCORPORATION NATL AS | [ZION](https://holderbook.com/stocks/ZION/) | $314.5K | 4,546 | 0.2% | 1 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $301.1K | 2,202 | 0.1% | 4 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $290.7K | 2,082 | 0.1% | 1 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $287.4K | 3,469 | 0.1% | 4 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $282.2K | 755 | 0.1% | 2 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $280.0K | 3,708 | 0.1% | 2 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $272.6K | 1,860 | 0.1% | 10 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $272.2K | 291 | 0.1% | 9 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $266.8K | 1,475 | 0.1% | 2 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $261.7K | 2,228 | 0.1% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $260.1K | 626 | 0.1% | 1 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $256.5K | 1,352 | 0.1% | 4 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $243.1K | 3,153 | 0.1% | 4 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $238.7K | 2,046 | 0.1% | 2 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $234.2K | 456 | 0.1% | 7 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $230.6K | 228 | 0.1% | 1 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $230.5K | 4,046 | 0.1% | 1 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $229.5K | 970 | 0.1% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $208.7K | 612 | 0.1% | 1 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $206.3K | 2,538 | 0.1% | 1 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $202.1K | 172 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +14.5% | +14.8% | -0.3% | 100% |
| Q1 2026 | -4.0% | -4.6% | +0.6% | 100% |
| Q4 2025 | +2.0% | +2.4% | -0.4% | 100% |
| Q3 2025 | +8.1% | +7.8% | +0.3% | 100% |
| Q2 2025 | +10.5% | +10.5% | +0.0% | 100% |
| Q1 2025 | -5.1% | -4.6% | -0.5% | 100% |
| Q4 2024 | +2.1% | +2.1% | -0.1% | 100% |
| Q3 2024 | +5.8% | +5.4% | +0.3% | 98% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $206.2M | 67 |
| Q1 2026 | $173.6M | 53 |
| Q4 2025 | $175.6M | 49 |
| Q3 2025 | $172.8M | 53 |
| Q2 2025 | $150.4M | 41 |
| Q1 2025 | $128.1M | 38 |
| Q4 2024 | $132.2M | 39 |
| Q3 2024 | $127.7M | 38 |
| Q2 2024 | $121.3M | 36 |
| Q1 2024 | $120.4M | 37 |
| Q4 2023 | $104.6M | 35 |