Golden Road Advisors LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), Golden Road Advisors LLC reported 37 stock positions worth $120.4 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, 25.2%) and Vanguard Most SM-Cap ETF-Usd (VB, 11.6%). Compared with Q4 2023, it opened 3 new positions, sold out of 1, added to 12 and reduced 18. The biggest buy was a new position in Vanguard Intermediate-Term B (BIV) and the biggest sale Vanguard Short-Term Tips (VTIP, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0002014454
- Portfolio Value
- $120.4M (Q1 2024)
- SEC Filing
- 0001951757-24-000317 ↗ filed Apr 18, 2024
Holdings Value
Holdings 37 stocks · $120.4M
| VUG Vanguard Mrngstar GR ETF-Sui | 29.32% | 102,540 | $35.3M | Add +4.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 25.24% | 186,533 | $30.4M | Add +10.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 11.63% | 61,242 | $14.0M | Add +6.9% |
| VOO Vanguard S&P 500 ETF | 7.32% | 18,338 | $8.8M | Reduce -1.9% |
| VONV Vanguard Russell 1000 Value | 3.37% | 51,572 | $4.1M | Add +2.6% |
| VONG Vanguard Russell 1000 Growth | 3.20% | 44,407 | $3.8M | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 2.77% | 66,501 | $3.3M | Add +4.7% |
| VTIP Vanguard Short-Term Tips | 2.40% | 60,311 | $2.9M | Reduce -25.0% |
| BIV Vanguard Intermediate-Term B | 1.38% | 22,055 | $1.7M | New |
| VWO Vanguard Ftse Emerging Marke | 1.30% | 37,426 | $1.6M | Add +10.0% |
| AAPL Apple Inc. | 1.13% | 7,949 | $1.4M | Reduce -2.9% |
| IWF iShares Russell 1000 Growth | 1.01% | 3,598 | $1.2M | Reduce -1.3% |
| NVDA Nvidia Corp. | 0.89% | 1,189 | $1.1M | Reduce -0.6% |
| VTWO Vanguard Russell 2000 ETF | 0.87% | 12,346 | $1.1M | Add +5.4% |
| VONE Vanguard Russell 1000 | 0.70% | 3,520 | $839K | No change |
| OEF iShares S&P 100 ETF | 0.67% | 3,268 | $809K | No change |
| MSFT Microsoft Corp. | 0.65% | 1,868 | $786K | Reduce -2.9% |
| IWD iShares Russell 1000 Value E | 0.60% | 4,023 | $721K | Reduce -0.8% |
| ESGV Vanguard ESG US Stock ETF | 0.46% | 5,946 | $554K | No change |
| IWB iShares Russell 1000 ETF | 0.46% | 1,913 | $551K | Reduce -0.1% |
| VXF Vanguard Extended Market ETF | 0.45% | 3,111 | $545K | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 1,948 | $506K | Add +14.4% |
| AMZN Amazon.com Inc. | 0.38% | 2,527 | $456K | Reduce -1.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.33% | 5,317 | $395K | Reduce -5.6% |
| PDP Invesco Dorsey Wright Moment | 0.29% | 3,541 | $350K | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 819 | $344K | No change |
| GOOGL Alphabet Inc. Class A | 0.28% | 2,214 | $334K | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 0.27% | 660 | $320K | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.26% | 2,073 | $316K | Reduce -5.2% |
| AVGO Broadcom Inc. | 0.26% | 238 | $315K | Reduce -4.4% |
| LLY Eli Lilly & Co. | 0.22% | 342 | $266K | Reduce -3.1% |
| UNH Unitedhealth Group Inc. | 0.22% | 536 | $265K | Reduce -7.3% |
| JPM JPMorgan Chase & Co. | 0.22% | 1,304 | $261K | Reduce -4.0% |
| JNJ Johnson & Johnson | 0.20% | 1,526 | $241K | Add +0.6% |
| ORCL Oracle Corp. | 0.19% | 1,818 | $228K | New |
| AGG iShares Core U.S. Aggregate | 0.19% | 2,300 | $225K | Reduce -0.2% |
| V Visa Inc. Class A | 0.17% | 723 | $202K | New |
Portfolio Sells Q4 2023 → Q1 2024
| VTIP Vanguard Short-Term Tips | Reduce -25.0% | 2.40% | −1.25 |
| VOO Vanguard S&P 500 ETF | Reduce -1.9% | 7.32% | −0.48 |
| AAPL Apple Inc. | Reduce -2.9% | 1.13% | −0.37 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.20 |
| UNH Unitedhealth Group Inc. | Reduce -7.3% | 0.22% | −0.07 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -5.6% | 0.33% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -1.3% | 1.01% | −0.05 |
| VXF Vanguard Extended Market ETF | Reduce -1.9% | 0.45% | −0.05 |
| IWD iShares Russell 1000 Value E | Reduce -0.8% | 0.60% | −0.04 |
| MSFT Microsoft Corp. | Reduce -2.9% | 0.65% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -5.2% | 0.26% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -0.2% | 0.19% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -1.8% | 0.28% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -0.1% | 0.46% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -4.0% | 0.22% | −0.00 |
| AVGO Broadcom Inc. | Reduce -4.4% | 0.26% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 0.38% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -3.1% | 0.22% | +0.02 |
| NVDA Nvidia Corp. | Reduce -0.6% | 0.89% | +0.33 |
Portfolio Buys Q4 2023 → Q1 2024
| BIV Vanguard Intermediate-Term B | New | 1.38% | +1.38 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.3% | 25.24% | +1.06 |
| ORCL Oracle Corp. | New | 0.19% | +0.19 |
| V Visa Inc. Class A | New | 0.17% | +0.17 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +4.3% | 29.32% | +0.09 |
| META Meta Platforms Inc. Class A | Add +0.6% | 0.27% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +14.4% | 0.42% | +0.03 |
| PDP Invesco Dorsey Wright Moment | Add +0.0% | 0.29% | +0.00 |
| JNJ Johnson & Johnson | Add +0.6% | 0.20% | −0.03 |
| VTWO Vanguard Russell 2000 ETF | Add +5.4% | 0.87% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +10.0% | 1.30% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.9% | 11.63% | −0.06 |
| VONG Vanguard Russell 1000 Growth | Add +0.6% | 3.20% | −0.10 |
| VONV Vanguard Russell 1000 Value | Add +2.6% | 3.37% | −0.12 |
| VEA Vanguard Ftse Developed ETF | Add +4.7% | 2.77% | −0.14 |
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 |