Golden Road Advisors LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 28, 2024), Golden Road Advisors LLC reported 38 stock positions worth $127.7 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 29.0% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 24.6%) and Vanguard Most SM-Cap ETF-Usd (VB, 11.8%). Compared with Q2 2024, it opened 2 new positions, added to 15 and reduced 18. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +1%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0002014454
- Portfolio Value
- $127.7M (Q3 2024)
- SEC Filing
- 0001951757-24-001133 ↗ filed Oct 28, 2024
Holdings Value
Holdings 38 stocks · $127.7M
| VUG Vanguard Mrngstar GR ETF-Sui | 28.98% | 96,383 | $37.0M | Reduce -0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 24.64% | 180,211 | $31.5M | Add +0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 11.81% | 63,576 | $15.1M | Add +3.0% |
| VOO Vanguard S&P 500 ETF | 7.75% | 18,760 | $9.9M | Add +7.9% |
| VONV Vanguard Russell 1000 Value | 3.41% | 52,316 | $4.4M | Add +0.3% |
| VONG Vanguard Russell 1000 Growth | 3.30% | 43,660 | $4.2M | Reduce -1.1% |
| VEA Vanguard Ftse Developed ETF | 2.66% | 64,245 | $3.4M | Add +1.0% |
| VTIP Vanguard Short-Term Tips | 1.56% | 40,305 | $2.0M | Reduce -5.7% |
| AAPL Apple Inc. | 1.49% | 8,153 | $1.9M | Reduce -2.2% |
| VWO Vanguard Ftse Emerging Marke | 1.39% | 37,167 | $1.8M | Add +3.7% |
| NVDA Nvidia Corp. | 1.20% | 12,597 | $1.5M | Add +0.5% |
| IWF iShares Russell 1000 Growth | 1.05% | 3,567 | $1.3M | Reduce -0.9% |
| VTWO Vanguard Russell 2000 ETF | 0.90% | 12,897 | $1.2M | Add +2.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.73% | 3,303 | $935K | Add +19.5% |
| VONE Vanguard Russell 1000 | 0.72% | 3,520 | $915K | No change |
| OEF iShares S&P 100 ETF | 0.71% | 3,268 | $904K | No change |
| BIV Vanguard Intermediate-Term B | 0.67% | 10,924 | $856K | Add +23.6% |
| VXF Vanguard Extended Market ETF | 0.62% | 4,370 | $795K | Add +35.4% |
| MSFT Microsoft Corp. | 0.61% | 1,808 | $778K | Reduce -9.5% |
| IWD iShares Russell 1000 Value E | 0.60% | 4,036 | $766K | Reduce -0.0% |
| ESGV Vanguard ESG US Stock ETF | 0.47% | 5,946 | $604K | No change |
| IWB iShares Russell 1000 ETF | 0.46% | 1,881 | $591K | Reduce -0.9% |
| AMZN Amazon.com Inc. | 0.45% | 3,115 | $580K | Add +9.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.33% | 5,412 | $422K | Add +2.5% |
| AVGO Broadcom Inc. | 0.33% | 2,407 | $415K | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 0.32% | 710 | $406K | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 0.30% | 2,282 | $378K | Reduce -4.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 799 | $368K | Reduce -5.9% |
| WMT Walmart Inc. | 0.28% | 4,495 | $363K | New |
| GOOG Alphabet Inc. Class C | 0.28% | 2,135 | $357K | Add +0.8% |
| PDP Invesco Dorsey Wright Moment | 0.26% | 3,235 | $334K | Reduce -7.3% |
| ORCL Oracle Corp. | 0.24% | 1,833 | $312K | Reduce -1.2% |
| LLY Eli Lilly & Co. | 0.24% | 351 | $311K | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 0.21% | 1,298 | $274K | Reduce -0.3% |
| TSLA Tesla Inc. | 0.20% | 960 | $251K | Reduce -4.3% |
| UNH Unitedhealth Group Inc. | 0.18% | 397 | $232K | Reduce -36.8% |
| COST Costco Wholesale Corp. | 0.17% | 250 | $222K | Add +1.2% |
| JNJ Johnson & Johnson | 0.17% | 1,320 | $214K | New |
Portfolio Sells Q2 2024 → Q3 2024
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.9% | 28.98% | −2.18 |
| VONG Vanguard Russell 1000 Growth | Reduce -1.1% | 3.30% | −0.25 |
| MSFT Microsoft Corp. | Reduce -9.5% | 0.61% | −0.15 |
| VTIP Vanguard Short-Term Tips | Reduce -5.7% | 1.56% | −0.14 |
| AAPL Apple Inc. | Reduce -2.2% | 1.49% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -4.5% | 0.30% | −0.08 |
| IWF iShares Russell 1000 Growth | Reduce -0.9% | 1.05% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -36.8% | 0.18% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -0.3% | 0.24% | −0.03 |
| PDP Invesco Dorsey Wright Moment | Reduce -7.3% | 0.26% | −0.02 |
| AVGO Broadcom Inc. | Reduce -0.5% | 0.33% | −0.02 |
| TSLA Tesla Inc. | Reduce -4.3% | 0.20% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -0.9% | 0.46% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 0.21% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.9% | 0.29% | +0.00 |
| META Meta Platforms Inc. Class A | Reduce -2.3% | 0.32% | +0.00 |
| IWD iShares Russell 1000 Value E | Reduce -0.0% | 0.60% | +0.02 |
| ORCL Oracle Corp. | Reduce -1.2% | 0.24% | +0.03 |
Portfolio Buys Q2 2024 → Q3 2024
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.8% | 24.64% | +0.97 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.0% | 11.81% | +0.81 |
| VOO Vanguard S&P 500 ETF | Add +7.9% | 7.75% | +0.43 |
| WMT Walmart Inc. | New | 0.28% | +0.28 |
| VXF Vanguard Extended Market ETF | Add +35.4% | 0.62% | +0.18 |
| JNJ Johnson & Johnson | New | 0.17% | +0.17 |
| VONV Vanguard Russell 1000 Value | Add +0.3% | 3.41% | +0.13 |
| BIV Vanguard Intermediate-Term B | Add +23.6% | 0.67% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +19.5% | 0.73% | +0.11 |
| VWO Vanguard Ftse Emerging Marke | Add +3.7% | 1.39% | +0.07 |
| VTWO Vanguard Russell 2000 ETF | Add +2.2% | 0.90% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +1.0% | 2.66% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.5% | 0.33% | +0.01 |
| COST Costco Wholesale Corp. | Add +1.2% | 0.17% | −0.01 |
| AMZN Amazon.com Inc. | Add +9.8% | 0.45% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 0.28% | −0.05 |
| NVDA Nvidia Corp. | Add +0.5% | 1.20% | −0.16 |
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 |