GOLDEN ROAD ADVISORS LLC
Reported holdings as of Q2 2026, from 11 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | $60.4M | 700,912 | +0.36pp | 11q | +509.7%+$50.5M | |
| VANGUARD INDEX FDS | VTV | $48.1M | 220,555 | -1.39pp | 11q | +0.9%+$434.6K | |
| VANGUARD INDEX FDS | VB | $20.9M | 68,897 | -0.35pp | 11q | -0.8%-$170.0K | |
| VANGUARD INDEX FDS | VOO | $13.2M | 19,239 | -0.27pp | 11q | -0.9%-$116.8K | |
| VANGUARD SCOTTSDALE FDS | VONG | $6.9M | 53,797 | -0.01pp | 11q | +1.6%+$107.1K | |
| VANGUARD SCOTTSDALE FDS | VONV | $6.7M | 62,907 | -0.16pp | 11q | HELD | |
| VANGUARD TAX-MANAGED FDS | VEA | $5.6M | 78,384 | -0.17pp | 11q | +0.6%+$35.6K | |
| APPLE INC | AAPL | $3.6M | 12,515 | +0.22pp | 11q | +19.2%+$583.9K | |
| NVIDIA CORPORATION | NVDA | $3.3M | 16,454 | -0.01pp | 11q | +2.8%+$91.0K | |
| VANGUARD INTL EQUITY INDEX F | VWO | $2.6M | 42,857 | -0.08pp | 11q | +1.1%+$28.1K | |
| VANGUARD INDEX FDS | VTI | $2.3M | 6,264 | +0.03pp | 11q | +5.6%+$123.6K | |
| ISHARES TR | IWF | $1.7M | 13,592 | flat | 11q | +310.0%+$1.3M | |
| RAYMOND JAMES FINL INC | RJF | $1.5M | 9,917 | -0.11pp | 2q | -1.4%-$21.9K | |
| AMAZON COM INC | AMZN | $1.4M | 5,808 | +0.06pp | 11q | +13.5%+$164.2K | |
| ALPHABET INC | GOOGL | $1.2M | 3,492 | +0.06pp | 11q | +6.5%+$75.8K | |
| VANGUARD INDEX FDS | VXF | $1.2M | 5,007 | flat | 11q | -0.6%-$7.6K | |
| VANGUARD SCOTTSDALE FDS | VONE | $1.2M | 3,520 | -0.02pp | 11q | HELD | |
| MICROSOFT CORP | MSFT | $1.2M | 3,166 | -0.05pp | 11q | +8.2%+$89.2K | |
| VANGUARD SCOTTSDALE FDS | VTWO | $1.1M | 9,388 | flat | 11q | -1.3%-$15.3K | |
| BROADCOM INC | AVGO | $1.1M | 2,861 | +0.02pp | 11q | +1.5%+$16.2K | |
| ISHARES TR | IWD | $1.0M | 4,154 | -0.03pp | 11q | -2.2%-$22.8K | |
| ALPHABET INC | GOOG | $1.0M | 2,841 | +0.04pp | 11q | +4.3%+$41.3K | |
| VANGUARD WORLD FD | ESGV | $998.7K | 7,552 | -0.01pp | 11q | -1.7%-$17.1K | |
| ISHARES TR | OEF | $797.6K | 2,180 | -0.01pp | 11q | HELD | |
| MICRON TECHNOLOGY INC | MU | $686.8K | 595 | - | new | NEW | |
| VANGUARD WORLD FD | VGT | $677.1K | 5,665 | +0.04pp | 4q | +700.1%+$592.5K | |
| META PLATFORMS INC | META | $658.5K | 1,169 | -0.04pp | 11q | +8.5%+$51.8K | |
| VANGUARD BD INDEX FDS | BIV | $653.3K | 8,518 | -0.03pp | 10q | +8.3%+$50.0K | |
| VANGUARD MALVERN FDS | VTIP | $648.3K | 12,907 | -0.05pp | 11q | +1.6%+$10.4K | |
| ISHARES TR | IWB | $643.3K | 1,571 | -0.01pp | 11q | HELD | |
| ALTRIA GROUP INC | MO | $639.8K | 8,892 | - | new | NEW | |
| ISHARES TR | IEFA | $636.5K | 6,590 | -0.04pp | 11q | HELD | |
| WALMART INC | WMT | $635.4K | 5,610 | -0.09pp | 5q | +0.7%+$4.6K | |
| TESLA INC | TSLA | $629.2K | 1,496 | flat | 9q | +5.7%+$34.1K | |
| JPMORGAN CHASE & CO | JPM | $615.4K | 1,880 | flat | 11q | +7.3%+$41.9K | |
| ELI LILLY & CO | LLY | $590.1K | 492 | +0.03pp | 11q | +0.8%+$4.8K | |
| ADVANCED MICRO DEVICES INC | AMD | $575.7K | 991 | +0.16pp | 2q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $531.9K | 1,063 | -0.05pp | 11q | -4.7%-$26.0K | |
| INVESCO EXCHANGE TRADED FD T | PDP | $481.7K | 3,175 | +0.01pp | 11q | HELD | |
| JOHNSON & JOHNSON | JNJ | $457.4K | 1,801 | -0.02pp | 4q | +4.5%+$19.6K | |
| APPLIED MATLS INC | AMAT | $391.9K | 542 | - | new | NEW | |
| VISA INC | V | $382.5K | 1,115 | +0.01pp | 7q | +11.1%+$38.1K | |
| ISHARES TR | EFA | $367.9K | 3,542 | -0.02pp | 5q | HELD | |
| ABBVIE INC | ABBV | $329.9K | 1,311 | +0.02pp | 4q | +15.4%+$44.0K | |
| LAM RESEARCH CORP | LRCX | $323.7K | 747 | - | new | NEW | |
| KLA CORP | KLAC | $321.6K | 1,066 | - | new | NEW | |
| ZIONS BANCORPORATION NATL AS | ZION | $314.5K | 4,546 | - | new | NEW | |
| EXXON MOBIL CORP | XOMXXXX | $301.1K | 2,202 | -0.06pp | 4q | +3.1%+$9.0K | |
| INTEL CORP | INTC | $290.7K | 2,082 | - | new | NEW | |
| ISHARES INC | IEMG | $287.4K | 3,469 | flat | 4q | -0.9%-$2.6K | |
| GE AEROSPACE | GE | $282.2K | 755 | +0.02pp | 2q | +5.6%+$14.9K | |
| ISHARES GOLD TR | IAU | $280.0K | 3,708 | -0.04pp | 2q | +9.9%+$25.3K | |
| ORACLE CORP | ORCL | $272.6K | 1,860 | -0.01pp | 10q | +10.5%+$25.8K | |
| COSTCO WHOLESALE CORPORATION | COST | $272.2K | 291 | -0.03pp | 9q | +3.2%+$8.4K | |
| PHILIP MORRIS INTL INC | PM | $266.8K | 1,475 | flat | 2q | +12.6%+$29.9K | |
| CISCO SYS INC | CSCO | $261.7K | 2,228 | - | new | NEW | |
| UNITEDHEALTH GROUP INC | UNH | $260.1K | 626 | - | new | NEW | |
| RTX CORPORATION | RTX | $256.5K | 1,352 | -0.02pp | 4q | +1.2%+$3.0K | |
| ISHARES TR | IJH | $243.1K | 3,153 | -0.01pp | 4q | -0.5%-$1.2K | |
| PALANTIR TECHNOLOGIES INC | PLTR | $238.7K | 2,046 | -0.06pp | 2q | -1.5%-$3.7K | |
| MASTERCARD INCORPORATED | MA | $234.2K | 456 | -0.03pp | 7q | -7.1%-$18.0K | |
| GOLDMAN SACHS GROUP INC | GS | $230.6K | 228 | - | new | NEW | |
| BANK OF AMER CORP | BAC | $230.5K | 4,046 | - | new | NEW | |
| VANGUARD SPECIALIZED FUNDS | VIG | $229.5K | 970 | - | new | NEW | |
| PALO ALTO NETWORKS INC | PANW | $208.7K | 612 | - | new | NEW | |
| COCA COLA CO | KO | $206.3K | 2,538 | - | new | NEW | |
| GE VERNOVA INC | GEV | $202.1K | 172 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $6.8M | 3.3% |
| Software & IT Services | $4.6M | 2.2% |
| Computer Hardware | $4.1M | 2.0% |
| Other sectors | $10.9M | 5.3% |
| Not classified | $179.8M | 87.2% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $206.2M | 67 | 15 | 32 | 12 | 1 | 83.0% | 38 |
| Q1 2026 | $173.6M | 53 | 6 | 30 | 12 | 2 | 84.9% | 29 |
| Q4 2025 | $175.6M | 49 | 2 | 18 | 20 | 6 | 86.6% | 33 |
| Q3 2025 | $172.8M | 53 | 12 | 26 | 8 | 0 | 85.0% | 38 |
| Q2 2025 | $150.4M | 41 | 4 | 26 | 6 | 1 | 86.7% | 35 |
| Q1 2025 | $128.1M | 38 | 1 | 12 | 13 | 2 | 88.0% | 21 |
| Q4 2024 | $132.2M | 39 | 4 | 14 | 10 | 3 | 87.4% | 29 |
| Q3 2024 | $127.7M | 38 | 2 | 14 | 14 | 0 | 87.0% | 28 |
| Q2 2024 | $121.3M | 36 | 2 | 17 | 11 | 3 | 87.2% | 31 |
| Q1 2024 | $120.4M | 37 | 3 | 11 | 16 | 1 | 87.9% | 18 |
| Q4 2023 | $104.6M | 35 | 0 | 0 | 0 | 0 | 89.1% | 74 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.