Golden Road Advisors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 31, 2024), Golden Road Advisors LLC reported 36 stock positions worth $121.3 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 31.2% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 23.7%) and Vanguard Most SM-Cap ETF-Usd (VB, 11.0%). Compared with Q1 2024, it opened 2 new positions, sold out of 3, added to 18 and reduced 12. The biggest buy was Nvidia (NVDA, shares +5%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0002014454
- Portfolio Value
- $121.3M (Q2 2024)
- SEC Filing
- 0001951757-24-000596 ↗ filed Jul 31, 2024
Holdings Value
Holdings 36 stocks · $121.3M
| VUG Vanguard Mrngstar GR ETF-Sui | 31.16% | 97,307 | $37.8M | Reduce -5.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 23.67% | 178,712 | $28.7M | Reduce -4.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 11.00% | 61,714 | $13.3M | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 7.33% | 17,392 | $8.9M | Reduce -5.2% |
| VONG Vanguard Russell 1000 Growth | 3.55% | 44,160 | $4.3M | Reduce -0.6% |
| VONV Vanguard Russell 1000 Value | 3.28% | 52,171 | $4.0M | Add +1.2% |
| VEA Vanguard Ftse Developed ETF | 2.63% | 63,587 | $3.2M | Reduce -4.4% |
| VTIP Vanguard Short-Term Tips | 1.70% | 42,745 | $2.1M | Reduce -29.1% |
| AAPL Apple Inc. | 1.57% | 8,334 | $1.9M | Add +4.8% |
| NVDA Nvidia Corp. | 1.36% | 12,541 | $1.6M | Add +5.5% |
| VWO Vanguard Ftse Emerging Marke | 1.33% | 35,854 | $1.6M | Reduce -4.2% |
| IWF iShares Russell 1000 Growth | 1.12% | 3,598 | $1.4M | No change |
| VTWO Vanguard Russell 2000 ETF | 0.85% | 12,624 | $1.0M | Add +2.3% |
| MSFT Microsoft Corp. | 0.76% | 1,997 | $918K | Add +6.9% |
| OEF iShares S&P 100 ETF | 0.73% | 3,268 | $891K | No change |
| VONE Vanguard Russell 1000 | 0.73% | 3,520 | $883K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 2,765 | $753K | Add +41.9% |
| IWD iShares Russell 1000 Value E | 0.58% | 4,037 | $702K | Add +0.3% |
| BIV Vanguard Intermediate-Term B | 0.55% | 8,837 | $665K | Reduce -59.9% |
| ESGV Vanguard ESG US Stock ETF | 0.48% | 5,946 | $588K | No change |
| IWB iShares Russell 1000 ETF | 0.47% | 1,898 | $576K | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.47% | 2,838 | $566K | Add +12.3% |
| VXF Vanguard Extended Market ETF | 0.45% | 3,227 | $541K | Add +3.7% |
| GOOGL Alphabet Inc. Class A | 0.37% | 2,390 | $452K | Add +8.0% |
| AVGO Broadcom Inc. | 0.35% | 242 | $419K | Add +1.7% |
| GOOG Alphabet Inc. Class C | 0.33% | 2,118 | $403K | Add +2.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.32% | 5,279 | $389K | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 0.32% | 727 | $385K | Add +10.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 849 | $349K | Add +3.7% |
| PDP Invesco Dorsey Wright Moment | 0.28% | 3,489 | $344K | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.27% | 352 | $328K | Add +2.9% |
| UNH Unitedhealth Group Inc. | 0.25% | 628 | $309K | Add +17.2% |
| JPM JPMorgan Chase & Co. | 0.22% | 1,302 | $270K | Reduce -0.1% |
| TSLA Tesla Inc. | 0.22% | 1,003 | $263K | New |
| ORCL Oracle Corp. | 0.22% | 1,856 | $261K | Add +2.1% |
| COST Costco Wholesale Corp. | 0.18% | 247 | $219K | New |
Portfolio Sells Q1 2024 → Q2 2024
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.2% | 23.67% | −1.57 |
| BIV Vanguard Intermediate-Term B | Reduce -59.9% | 0.55% | −0.83 |
| VTIP Vanguard Short-Term Tips | Reduce -29.1% | 1.70% | −0.70 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.20 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.19 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.17 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.4% | 2.63% | −0.14 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.7% | 0.32% | −0.01 |
| PDP Invesco Dorsey Wright Moment | Reduce -1.5% | 0.28% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -5.2% | 7.33% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 0.22% | +0.01 |
| IWB iShares Russell 1000 ETF | Reduce -0.8% | 0.47% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.2% | 1.33% | +0.03 |
| VONG Vanguard Russell 1000 Growth | Reduce -0.6% | 3.55% | +0.35 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -5.1% | 31.16% | +1.84 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +5.5% | 1.36% | +0.47 |
| AAPL Apple Inc. | Add +4.8% | 1.57% | +0.44 |
| TSLA Tesla Inc. | New | 0.22% | +0.22 |
| VTI VG Morningstar TS MKT ETF-US | Add +41.9% | 0.62% | +0.20 |
| COST Costco Wholesale Corp. | New | 0.18% | +0.18 |
| MSFT Microsoft Corp. | Add +6.9% | 0.76% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +8.0% | 0.37% | +0.09 |
| AMZN Amazon.com Inc. | Add +12.3% | 0.47% | +0.09 |
| AVGO Broadcom Inc. | Add +1.7% | 0.35% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +2.2% | 0.33% | +0.07 |
| META Meta Platforms Inc. Class A | Add +10.2% | 0.32% | +0.05 |
| LLY Eli Lilly & Co. | Add +2.9% | 0.27% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +17.2% | 0.25% | +0.03 |
| ORCL Oracle Corp. | Add +2.1% | 0.22% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.7% | 0.29% | +0.00 |
| VXF Vanguard Extended Market ETF | Add +3.7% | 0.45% | −0.01 |
| IWD iShares Russell 1000 Value E | Add +0.3% | 0.58% | −0.02 |
| VTWO Vanguard Russell 2000 ETF | Add +2.3% | 0.85% | −0.03 |
| VONV Vanguard Russell 1000 Value | Add +1.2% | 3.28% | −0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.8% | 11.00% | −0.63 |
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 |