Golden Road Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Golden Road Advisors LLC reported 39 stock positions worth $132.2 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 30.3% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 24.2%) and Vanguard Most SM-Cap ETF-Usd (VB, 12.1%). Compared with Q3 2024, it opened 4 new positions, sold out of 3, added to 18 and reduced 12. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +1%) and the biggest sale Vanguard Short-Term Tips (VTIP, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0002014454
- Portfolio Value
- $132.2M (Q4 2024)
- SEC Filing
- 0001951757-25-000143 ↗ filed Jan 29, 2025
Holdings Value
Holdings 39 stocks · $132.2M
| VUG Vanguard Mrngstar GR ETF-Sui | 30.31% | 97,622 | $40.1M | Add +1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 24.24% | 189,274 | $32.0M | Add +5.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 12.15% | 66,827 | $16.1M | Add +5.1% |
| VOO Vanguard S&P 500 ETF | 7.69% | 18,862 | $10.2M | Add +0.5% |
| VONG Vanguard Russell 1000 Growth | 3.43% | 43,948 | $4.5M | Add +0.7% |
| VONV Vanguard Russell 1000 Value | 3.24% | 52,652 | $4.3M | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 2.36% | 65,180 | $3.1M | Add +1.5% |
| AAPL Apple Inc. | 1.55% | 8,169 | $2.0M | Add +0.2% |
| NVDA Nvidia Corp. | 1.24% | 12,246 | $1.6M | Reduce -2.8% |
| VWO Vanguard Ftse Emerging Marke | 1.22% | 36,582 | $1.6M | Reduce -1.6% |
| IWF iShares Russell 1000 Growth | 1.06% | 3,498 | $1.4M | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.01% | 4,607 | $1.3M | Add +39.5% |
| VTIP Vanguard Short-Term Tips | 0.95% | 25,867 | $1.3M | Reduce -35.8% |
| VTWO Vanguard Russell 2000 ETF | 0.88% | 13,016 | $1.2M | Add +0.9% |
| VONE Vanguard Russell 1000 | 0.71% | 3,520 | $939K | No change |
| VXF Vanguard Extended Market ETF | 0.66% | 4,594 | $873K | Add +5.1% |
| OEF iShares S&P 100 ETF | 0.60% | 2,764 | $798K | Reduce -15.4% |
| MSFT Microsoft Corp. | 0.58% | 1,816 | $765K | Add +0.4% |
| IWD iShares Russell 1000 Value E | 0.57% | 4,071 | $754K | Add +0.9% |
| AMZN Amazon.com Inc. | 0.52% | 3,128 | $686K | Add +0.4% |
| ESGV Vanguard ESG US Stock ETF | 0.47% | 5,946 | $624K | No change |
| IWB iShares Russell 1000 ETF | 0.46% | 1,881 | $606K | No change |
| AVGO Broadcom Inc. | 0.40% | 2,264 | $525K | Reduce -5.9% |
| GOOGL Alphabet Inc. Class A | 0.33% | 2,281 | $432K | Reduce -0.0% |
| META Meta Platforms Inc. Class A | 0.31% | 711 | $416K | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.30% | 2,095 | $399K | Reduce -1.9% |
| TSLA Tesla Inc. | 0.30% | 982 | $397K | Add +2.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.29% | 5,464 | $384K | Add +1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 799 | $362K | No change |
| PDP Invesco Dorsey Wright Moment | 0.26% | 3,235 | $348K | No change |
| JPM JPMorgan Chase & Co. | 0.23% | 1,292 | $310K | Reduce -0.5% |
| BIV Vanguard Intermediate-Term B | 0.22% | 3,889 | $291K | Reduce -64.4% |
| ORCL Oracle Corp. | 0.21% | 1,672 | $279K | Reduce -8.8% |
| LLY Eli Lilly & Co. | 0.21% | 354 | $273K | Add +0.8% |
| V Visa Inc. Class A | 0.16% | 675 | $213K | New |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 1,046 | $205K | New |
| MA Mastercard Inc. Class A | 0.15% | 389 | $205K | New |
| CRM Salesforce Inc. | 0.15% | 605 | $202K | New |
| COST Costco Wholesale Corp. | 0.15% | 219 | $201K | Reduce -12.4% |
Portfolio Sells Q3 2024 → Q4 2024
| VTIP Vanguard Short-Term Tips | Reduce -35.8% | 0.95% | −0.61 |
| BIV Vanguard Intermediate-Term B | Reduce -64.4% | 0.22% | −0.45 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.28 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.18 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.6% | 1.22% | −0.17 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.17 |
| OEF iShares S&P 100 ETF | Reduce -15.4% | 0.60% | −0.10 |
| ORCL Oracle Corp. | Reduce -8.8% | 0.21% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -12.4% | 0.15% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -1.9% | 1.06% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 0.23% | +0.02 |
| GOOG Alphabet Inc. Class C | Reduce -1.9% | 0.30% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -0.0% | 0.33% | +0.03 |
| NVDA Nvidia Corp. | Reduce -2.8% | 1.24% | +0.05 |
| AVGO Broadcom Inc. | Reduce -5.9% | 0.40% | +0.07 |
Portfolio Buys Q3 2024 → Q4 2024
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.3% | 30.31% | +1.33 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.1% | 12.15% | +0.33 |
| VTI VG Morningstar TS MKT ETF-US | Add +39.5% | 1.01% | +0.28 |
| V Visa Inc. Class A | New | 0.16% | +0.16 |
| MA Mastercard Inc. Class A | New | 0.15% | +0.15 |
| VIG Vanguard Dividend Apprec ETF | New | 0.15% | +0.15 |
| CRM Salesforce Inc. | New | 0.15% | +0.15 |
| VONG Vanguard Russell 1000 Growth | Add +0.7% | 3.43% | +0.13 |
| TSLA Tesla Inc. | Add +2.3% | 0.30% | +0.10 |
| AMZN Amazon.com Inc. | Add +0.4% | 0.52% | +0.06 |
| AAPL Apple Inc. | Add +0.2% | 1.55% | +0.06 |
| VXF Vanguard Extended Market ETF | Add +5.1% | 0.66% | +0.04 |
| META Meta Platforms Inc. Class A | Add +0.1% | 0.31% | −0.00 |
| VTWO Vanguard Russell 2000 ETF | Add +0.9% | 0.88% | −0.02 |
| IWD iShares Russell 1000 Value E | Add +0.9% | 0.57% | −0.03 |
| MSFT Microsoft Corp. | Add +0.4% | 0.58% | −0.03 |
| LLY Eli Lilly & Co. | Add +0.8% | 0.21% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.0% | 0.29% | −0.04 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 7.69% | −0.07 |
| VONV Vanguard Russell 1000 Value | Add +0.6% | 3.24% | −0.18 |
| VEA Vanguard Ftse Developed ETF | Add +1.5% | 2.36% | −0.30 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.0% | 24.24% | −0.40 |
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 |