Golden Road Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Golden Road Advisors LLC reported 67 stock positions worth $206.2 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 29.3% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 23.3%) and Vanguard Most SM-Cap ETF-Usd (VB, 10.1%). Compared with Q1 2026, it opened 15 new positions, sold out of 1, added to 32 and reduced 14. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +2%) and the biggest sale Vanguard Most SM-Cap ETF-Usd (VB, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0002014454
- Portfolio Value
- $206.2M (Q2 2026)
- SEC Filing
- 0001951757-26-001153 ↗ filed Aug 7, 2026
Holdings Value
Holdings 67 stocks · $206.2M
| VUG Vanguard Mrngstar GR ETF-Sui | 29.28% | 700,912 | $60.4M | Add +1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 23.31% | 220,555 | $48.1M | Add +0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 10.13% | 68,897 | $20.9M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 6.41% | 19,239 | $13.2M | Reduce -0.9% |
| VONG Vanguard Russell 1000 Growth | 3.33% | 53,797 | $6.9M | Add +1.6% |
| VONV Vanguard Russell 1000 Value | 3.24% | 62,907 | $6.7M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 2.71% | 78,384 | $5.6M | Add +0.6% |
| AAPL Apple Inc. | 1.76% | 12,515 | $3.6M | Add +19.2% |
| NVDA Nvidia Corp. | 1.60% | 16,454 | $3.3M | Add +2.8% |
| VWO Vanguard Ftse Emerging Marke | 1.24% | 42,857 | $2.6M | Add +1.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.12% | 6,264 | $2.3M | Add +5.6% |
| IWF iShares Russell 1000 Growth | 0.82% | 13,592 | $1.7M | Add +2.5% |
| RJF Raymond James Financial Inc. | 0.73% | 9,917 | $1.5M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 0.67% | 5,808 | $1.4M | Add +13.5% |
| GOOGL Alphabet Inc. Class A | 0.61% | 3,492 | $1.2M | Add +6.5% |
| VXF Vanguard Extended Market ETF | 0.60% | 5,007 | $1.2M | Reduce -0.6% |
| VONE Vanguard Russell 1000 | 0.58% | 3,520 | $1.2M | No change |
| MSFT Microsoft Corp. | 0.57% | 3,166 | $1.2M | Add +8.2% |
| VTWO Vanguard Russell 2000 ETF | 0.55% | 9,388 | $1.1M | Reduce -1.3% |
| AVGO Broadcom Inc. | 0.52% | 2,861 | $1.1M | Add +1.5% |
| IWD iShares Russell 1000 Value E | 0.49% | 4,154 | $1.0M | Reduce -2.2% |
| GOOG Alphabet Inc. Class C | 0.49% | 2,841 | $1.0M | Add +4.3% |
| ESGV Vanguard ESG US Stock ETF | 0.48% | 7,552 | $999K | Reduce -1.7% |
| OEF iShares S&P 100 ETF | 0.39% | 2,180 | $798K | No change |
| MU Micron Technology Inc. | 0.33% | 595 | $687K | New |
| VGT Vanguard Info Tech ETF | 0.33% | 5,665 | $677K | No change |
| META Meta Platforms Inc. Class A | 0.32% | 1,169 | $658K | Add +8.5% |
| BIV Vanguard Intermediate-Term B | 0.32% | 8,518 | $653K | Add +8.3% |
| VTIP Vanguard Short-Term Tips | 0.31% | 12,907 | $648K | Add +1.6% |
| IWB iShares Russell 1000 ETF | 0.31% | 1,571 | $643K | No change |
| MO Altria Group Inc. | 0.31% | 8,892 | $640K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.31% | 6,590 | $636K | Reduce -0.3% |
| WMT Walmart Inc. | 0.31% | 5,610 | $635K | Add +0.7% |
| TSLA Tesla Inc. | 0.31% | 1,496 | $629K | Add +5.7% |
| JPM JPMorgan Chase & Co. | 0.30% | 1,880 | $615K | Add +7.3% |
| LLY Eli Lilly & Co. | 0.29% | 492 | $590K | Add +0.8% |
| AMD Advanced Micro Devices | 0.28% | 991 | $576K | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,063 | $532K | Reduce -4.7% |
| PDP Invesco Dorsey Wright Moment | 0.23% | 3,175 | $482K | No change |
| JNJ Johnson & Johnson | 0.22% | 1,801 | $457K | Add +4.5% |
| AMAT Applied Materials Inc. | 0.19% | 542 | $392K | New |
| V Visa Inc. Class A | 0.19% | 1,115 | $383K | Add +11.1% |
| EFA iShares MSCI Eafe ETF | 0.18% | 3,542 | $368K | No change |
| ABBV Abbvie Inc. | 0.16% | 1,311 | $330K | Add +15.4% |
| LRCX Lam Research Corp. | 0.16% | 747 | $324K | New |
| KLAC KLA Corp. | 0.16% | 1,066 | $322K | New |
| ZION Zions Bancorp NA | 0.15% | 4,546 | $315K | New |
| XOM Exxon Mobil Corp. | 0.15% | 2,202 | $301K | Add +3.1% |
| INTC Intel Corp. | 0.14% | 2,082 | $291K | New |
| IEMG iShares Core MSCI Emerging | 0.14% | 3,469 | $287K | Reduce -0.9% |
| GE General Electric filed as GE AEROSPACE | 0.14% | 755 | $282K | Add +5.6% |
| IAU iShares Gold Trust | 0.14% | 3,708 | $280K | Add +9.9% |
| ORCL Oracle Corp. | 0.13% | 1,860 | $273K | Add +10.4% |
| COST Costco Wholesale Corp. | 0.13% | 291 | $272K | Add +3.2% |
| PM Philip Morris International | 0.13% | 1,475 | $267K | Add +12.6% |
| CSCO Cisco Systems Inc. | 0.13% | 2,228 | $262K | New |
| UNH Unitedhealth Group Inc. | 0.13% | 626 | $260K | New |
| RTX RTX Corp. | 0.12% | 1,352 | $257K | Add +1.2% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 3,153 | $243K | Reduce -0.5% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 2,046 | $239K | Reduce -1.5% |
| MA Mastercard Inc. Class A | 0.11% | 456 | $234K | Reduce -7.1% |
| GS Goldman Sachs Group Inc. | 0.11% | 228 | $231K | New |
| BAC Bank of America Corp. | 0.11% | 4,046 | $231K | New |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 970 | $230K | New |
| PANW Palo Alto Networks Inc. | 0.10% | 612 | $209K | New |
| KO The Coca-Cola Co. | 0.10% | 2,538 | $206K | New |
| GEV GE Vernova Inc. | 0.10% | 172 | $202K | New |
Portfolio Sells Q1 2026 → Q2 2026
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.8% | 10.13% | −0.35 |
| VOO Vanguard S&P 500 ETF | Reduce -0.9% | 6.41% | −0.27 |
| VONV Vanguard Russell 1000 Value | Reduce -0.1% | 3.24% | −0.16 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.15 |
| RJF Raymond James Financial Inc. | Reduce -1.4% | 0.73% | −0.11 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.5% | 0.12% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.7% | 0.26% | −0.05 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.3% | 0.31% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -2.2% | 0.49% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -7.1% | 0.11% | −0.03 |
| ESGV Vanguard ESG US Stock ETF | Reduce -1.7% | 0.48% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.5% | 0.12% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -0.9% | 0.14% | −0.00 |
| VXF Vanguard Extended Market ETF | Reduce -0.6% | 0.60% | +0.00 |
| VTWO Vanguard Russell 2000 ETF | Reduce -1.3% | 0.55% | +0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.6% | 29.28% | +0.36 |
| MU Micron Technology Inc. | New | 0.33% | +0.33 |
| MO Altria Group Inc. | New | 0.31% | +0.31 |
| AAPL Apple Inc. | Add +19.2% | 1.76% | +0.22 |
| AMAT Applied Materials Inc. | New | 0.19% | +0.19 |
| AMD Advanced Micro Devices | Add +0.3% | 0.28% | +0.16 |
| LRCX Lam Research Corp. | New | 0.16% | +0.16 |
| KLAC KLA Corp. | New | 0.16% | +0.16 |
| ZION Zions Bancorp NA | New | 0.15% | +0.15 |
| INTC Intel Corp. | New | 0.14% | +0.14 |
| CSCO Cisco Systems Inc. | New | 0.13% | +0.13 |
| UNH Unitedhealth Group Inc. | New | 0.13% | +0.13 |
| BAC Bank of America Corp. | New | 0.11% | +0.11 |
| GS Goldman Sachs Group Inc. | New | 0.11% | +0.11 |
| VIG Vanguard Dividend Apprec ETF | New | 0.11% | +0.11 |
| PANW Palo Alto Networks Inc. | New | 0.10% | +0.10 |
| KO The Coca-Cola Co. | New | 0.10% | +0.10 |
| GEV GE Vernova Inc. | New | 0.10% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +6.5% | 0.61% | +0.06 |
| AMZN Amazon.com Inc. | Add +13.5% | 0.67% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +4.3% | 0.49% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.6% | 1.12% | +0.03 |
| LLY Eli Lilly & Co. | Add +0.8% | 0.29% | +0.03 |
| AVGO Broadcom Inc. | Add +1.5% | 0.52% | +0.02 |
| GE General Electric | Add +5.6% | 0.14% | +0.02 |
| ABBV Abbvie Inc. | Add +15.4% | 0.16% | +0.02 |
| V Visa Inc. Class A | Add +11.1% | 0.19% | +0.01 |
| PM Philip Morris International | Add +12.6% | 0.13% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +2.5% | 0.82% | +0.00 |
| TSLA Tesla Inc. | Add +5.7% | 0.31% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +7.3% | 0.30% | +0.00 |
| NVDA Nvidia Corp. | Add +2.8% | 1.60% | −0.01 |
| ORCL Oracle Corp. | Add +10.4% | 0.13% | −0.01 |
| VONG Vanguard Russell 1000 Growth | Add +1.6% | 3.33% | −0.01 |
| JNJ Johnson & Johnson | Add +4.5% | 0.22% | −0.02 |
| RTX RTX Corp. | Add +1.2% | 0.12% | −0.02 |
| COST Costco Wholesale Corp. | Add +3.2% | 0.13% | −0.03 |
| BIV Vanguard Intermediate-Term B | Add +8.3% | 0.32% | −0.03 |
| IAU iShares Gold Trust | Add +9.9% | 0.14% | −0.04 |
| META Meta Platforms Inc. Class A | Add +8.5% | 0.32% | −0.04 |
| VTIP Vanguard Short-Term Tips | Add +1.6% | 0.31% | −0.05 |
| MSFT Microsoft Corp. | Add +8.2% | 0.57% | −0.05 |
| XOM Exxon Mobil Corp. | Add +3.1% | 0.15% | −0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +1.1% | 1.24% | −0.08 |
| WMT Walmart Inc. | Add +0.7% | 0.31% | −0.09 |
| VEA Vanguard Ftse Developed ETF | Add +0.6% | 2.71% | −0.17 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.9% | 23.31% | −1.39 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 67 | $206.2M | VUG, VTV, VB, VOO, VONG |
| Q1 2026 | 53 | $173.6M | VUG, VTV, VB, VOO, VONV |
| Q4 2025 | 49 | $175.6M | VUG, VTV, VB, VOO, VONG |
| Q3 2025 | 53 | $172.8M | VUG, VTV, VB, VOO, VONG |
| Q2 2025 | 41 | $150.4M | VUG, VTV, VB, VOO, VONG |
| Q1 2025 | 38 | $128.1M | VUG, VTV, VB, VOO, VONV |
| Q4 2024 | 39 | $132.2M | VUG, VTV, VB, VOO, VONG |
| Q3 2024 | 38 | $127.7M | VUG, VTV, VB, VOO, VONV |
| Q2 2024 | 36 | $121.3M | VUG, VTV, VB, VOO, VONG |
| Q1 2024 | 37 | $120.4M | VUG, VTV, VB, VOO, VONV |