Golden Road Advisors
TAMPA, FLfiles as GOLDEN ROAD ADVISORS LLC
$206m in 67 US stocks at the end of 30 June 2026. The top 10 are 83.0% of the money. It changed about 3.4% of the portfolio this quarter.
Value
$206m
Stocks
67
Top 10 share
83.0%
Turnover
3.4%
What changed this quarter
New
Bought for the first time this quarter.
- Micron TechnologyMU0.3% of the fund
- Altria GroupMO0.3% of the fund
- Applied MaterialsAMAT0.2% of the fund
- Lam ResearchLRCX0.2% of the fund
- KLAKLAC0.2% of the fund
- Zions Bancorporation, National AssociationZION0.2% of the fund
- IntelINTC0.1% of the fund
- Cisco SystemsCSCO0.1% of the fund
- UnitedHealth GroupUNH0.1% of the fund
- Goldman Sachs GroupGS0.1% of the fund
- Bank of AmericaBAC0.1% of the fund
- Vanguard Specialized FundsVIG0.1% of the fund
- Palo Alto NetworksPANW0.1% of the fund
- Coca-ColaKO0.1% of the fund
- GE VernovaGEV<0.1% of the fund
Added
Bought more of a stock they already held.
- AppleAAPL1.8% of the fund+19%
- NvidiaNVDA1.6% of the fund+3%
- Vanguard Index FDSVTI1.1% of the fund+6%
- Ishares TRIWF0.8% of the fund+3%
- Amazon.comAMZN0.7% of the fund+13%
- AlphabetGOOGL0.6% of the fund+6%
- MicrosoftMSFT0.6% of the fund+8%
- AlphabetGOOG0.5% of the fund+4%
- Meta PlatformsMETA0.3% of the fund+9%
- Vanguard BD Index FDSBIV0.3% of the fund+8%
- TeslaTSLA0.3% of the fund+6%
- JPMorgan ChaseJPM0.3% of the fund+7%
- Johnson & JohnsonJNJ0.2% of the fund+4%
- VisaV0.2% of the fund+11%
- AbbVieABBV0.2% of the fund+15%
- ExxonMobil HoldingsXOM0.1% of the fund+3%
- General ElectricGE0.1% of the fund+6%
- Ishares Gold TRIAU0.1% of the fund+10%
- OracleORCL0.1% of the fund+10%
- Costco WholesaleCOST0.1% of the fund+3%
- Philip Morris InternationalPM0.1% of the fund+13%
Cut
Sold some of their stake.
- Ishares TRIWD0.5% of the fund-2%
- Berkshire HathawayBRK-B0.3% of the fund-5%
- MastercardMA0.1% of the fund-7%
Sold out
Sold their entire stake.
- NetflixNFLX-100%
Holdings
- Vanguard Index FDSVUG
- Share
- 29.3%
- Value
- $60m
- Shares
- 700,912
Held
- Vanguard Index FDSVTV
- Share
- 23.3%
- Value
- $48m
- Shares
- 220,555
Held
- Vanguard Index FDSVB
- Share
- 10.1%
- Value
- $21m
- Shares
- 68,897
Held
- Vanguard Index FDSVOO
- Share
- 6.4%
- Value
- $13m
- Shares
- 19,239
Held
- Vanguard Scottsdale FDSVONG
- Share
- 3.3%
- Value
- $7m
- Shares
- 53,797
Held
- Vanguard Scottsdale FDSVONV
- Share
- 3.2%
- Value
- $7m
- Shares
- 62,907
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 2.7%
- Value
- $6m
- Shares
- 78,384
Held
- Vanguard Intl Equity Index FVWO
- Share
- 1.2%
- Value
- $3m
- Shares
- 42,857
Held
- Vanguard Index FDSVTI
- Share
- 1.1%
- Value
- $2m
- Shares
- 6,264
+6%
- Ishares TRIWF
- Share
- 0.8%
- Value
- $2m
- Shares
- 13,592
+3%
- Vanguard Index FDSVXF
- Share
- 0.6%
- Value
- $1m
- Shares
- 5,007
Held
- Vanguard Scottsdale FDSVONE
- Share
- 0.6%
- Value
- $1m
- Shares
- 3,520
Held
- Vanguard Scottsdale FDSVTWO
- Share
- 0.6%
- Value
- $1m
- Shares
- 9,388
Held
- Ishares TRIWD
- Share
- 0.5%
- Value
- $1m
- Shares
- 4,154
-2%
- Vanguard World FDESGV
- Share
- 0.5%
- Value
- $998,676
- Shares
- 7,552
Held
- Ishares TROEF
- Share
- 0.4%
- Value
- $797,597
- Shares
- 2,180
Held
- Vanguard World FDVGT
- Share
- 0.3%
- Value
- $677,089
- Shares
- 5,665
Held
- Vanguard BD Index FDSBIV
- Share
- 0.3%
- Value
- $653,331
- Shares
- 8,518
+8%
- Vanguard Malvern FDSVTIP
- Share
- 0.3%
- Value
- $648,319
- Shares
- 12,907
Held
- Ishares TRIWB
- Share
- 0.3%
- Value
- $643,324
- Shares
- 1,571
Held
- Ishares TRIEFA
- Share
- 0.3%
- Value
- $636,462
- Shares
- 6,590
Held
- Invesco Exchange Traded FD TPDP
- Share
- 0.2%
- Value
- $481,743
- Shares
- 3,175
Held
- Ishares TREFA
- Share
- 0.2%
- Value
- $367,943
- Shares
- 3,542
Held
- IsharesIEMG
- Share
- 0.1%
- Value
- $287,372
- Shares
- 3,469
Held
- Ishares Gold TRIAU
- Share
- 0.1%
- Value
- $279,991
- Shares
- 3,708
+10%
- Ishares TRIJH
- Share
- 0.1%
- Value
- $243,128
- Shares
- 3,153
Held
- Vanguard Specialized FundsVIG
- Share
- 0.1%
- Value
- $229,521
- Shares
- 970
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVUG | 29.3% | $60m | 700,912 | Held |
| Vanguard Index FDSVTV | 23.3% | $48m | 220,555 | Held |
| Vanguard Index FDSVB | 10.1% | $21m | 68,897 | Held |
| Vanguard Index FDSVOO | 6.4% | $13m | 19,239 | Held |
| Vanguard Scottsdale FDSVONG | 3.3% | $7m | 53,797 | Held |
| Vanguard Scottsdale FDSVONV | 3.2% | $7m | 62,907 | Held |
| Vanguard Tax-Managed FDSVEA | 2.7% | $6m | 78,384 | Held |
| AppleAAPL | 1.8% | $4m | 12,515 | +19% |
| NvidiaNVDA | 1.6% | $3m | 16,454 | +3% |
| Vanguard Intl Equity Index FVWO | 1.2% | $3m | 42,857 | Held |
| Vanguard Index FDSVTI | 1.1% | $2m | 6,264 | +6% |
| Ishares TRIWF | 0.8% | $2m | 13,592 | +3% |
| Raymond James FinancialRJF | 0.7% | $2m | 9,917 | Held |
| Amazon.comAMZN | 0.7% | $1m | 5,808 | +13% |
| AlphabetGOOGL | 0.6% | $1m | 3,492 | +6% |
| Vanguard Index FDSVXF | 0.6% | $1m | 5,007 | Held |
| Vanguard Scottsdale FDSVONE | 0.6% | $1m | 3,520 | Held |
| MicrosoftMSFT | 0.6% | $1m | 3,166 | +8% |
| Vanguard Scottsdale FDSVTWO | 0.6% | $1m | 9,388 | Held |
| BroadcomAVGO | 0.5% | $1m | 2,861 | Held |
| Ishares TRIWD | 0.5% | $1m | 4,154 | -2% |
| AlphabetGOOG | 0.5% | $1m | 2,841 | +4% |
| Vanguard World FDESGV | 0.5% | $998,676 | 7,552 | Held |
| Ishares TROEF | 0.4% | $797,597 | 2,180 | Held |
| Micron TechnologyMU | 0.3% | $686,803 | 595 | New |
| Vanguard World FDVGT | 0.3% | $677,089 | 5,665 | Held |
| Meta PlatformsMETA | 0.3% | $658,486 | 1,169 | +9% |
| Vanguard BD Index FDSBIV | 0.3% | $653,331 | 8,518 | +8% |
| Vanguard Malvern FDSVTIP | 0.3% | $648,319 | 12,907 | Held |
| Ishares TRIWB | 0.3% | $643,324 | 1,571 | Held |
| Altria GroupMO | 0.3% | $639,779 | 8,892 | New |
| Ishares TRIEFA | 0.3% | $636,462 | 6,590 | Held |
| WalmartWMT | 0.3% | $635,396 | 5,610 | Held |
| TeslaTSLA | 0.3% | $629,218 | 1,496 | +6% |
| JPMorgan ChaseJPM | 0.3% | $615,380 | 1,880 | +7% |
| Eli LillyLLY | 0.3% | $590,120 | 492 | Held |
| Advanced Micro DevicesAMD | 0.3% | $575,682 | 991 | Held |
| Berkshire HathawayBRK-B | 0.3% | $531,915 | 1,063 | -5% |
| Invesco Exchange Traded FD TPDP | 0.2% | $481,743 | 3,175 | Held |
| Johnson & JohnsonJNJ | 0.2% | $457,400 | 1,801 | +4% |
| Applied MaterialsAMAT | 0.2% | $391,866 | 542 | New |
| VisaV | 0.2% | $382,545 | 1,115 | +11% |
| Ishares TREFA | 0.2% | $367,943 | 3,542 | Held |
| AbbVieABBV | 0.2% | $329,900 | 1,311 | +15% |
| Lam ResearchLRCX | 0.2% | $323,698 | 747 | New |
| KLAKLAC | 0.2% | $321,623 | 1,066 | New |
| Zions Bancorporation, National AssociationZION | 0.2% | $314,538 | 4,546 | New |
| ExxonMobil HoldingsXOM | 0.1% | $301,057 | 2,202 | +3% |
| IntelINTC | 0.1% | $290,710 | 2,082 | New |
| IsharesIEMG | 0.1% | $287,372 | 3,469 | Held |
| General ElectricGE | 0.1% | $282,166 | 755 | +6% |
| Ishares Gold TRIAU | 0.1% | $279,991 | 3,708 | +10% |
| OracleORCL | 0.1% | $272,583 | 1,860 | +10% |
| Costco WholesaleCOST | 0.1% | $272,222 | 291 | +3% |
| Philip Morris InternationalPM | 0.1% | $266,842 | 1,475 | +13% |
| Cisco SystemsCSCO | 0.1% | $261,701 | 2,228 | New |
| UnitedHealth GroupUNH | 0.1% | $260,066 | 626 | New |
| RTXRTX | 0.1% | $256,515 | 1,352 | Held |
| Ishares TRIJH | 0.1% | $243,128 | 3,153 | Held |
| Palantir TechnologiesPLTR | 0.1% | $238,707 | 2,046 | Held |
| MastercardMA | 0.1% | $234,202 | 456 | -7% |
| Goldman Sachs GroupGS | 0.1% | $230,592 | 228 | New |
| Bank of AmericaBAC | 0.1% | $230,541 | 4,046 | New |
| Vanguard Specialized FundsVIG | 0.1% | $229,521 | 970 | New |
| Palo Alto NetworksPANW | 0.1% | $208,704 | 612 | New |
| Coca-ColaKO | 0.1% | $206,263 | 2,538 | New |
| GE VernovaGEV | <0.1% | $202,076 | 172 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 37.1% since 30 June 2025.
Where the money is
Technology6.2%
Financial services2.0%
Media & telecom1.4%
Everyday goods1.0%
Retail & consumer1.0%
Health care0.8%
Industrials0.4%
Energy0.1%
Other87.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.