Golden Road Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), Golden Road Advisors LLC reported 38 stock positions worth $128.1 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 28.8% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 26.2%) and Vanguard Most SM-Cap ETF-Usd (VB, 11.7%). Compared with Q4 2024, it opened 1 new position, sold out of 2, added to 16 and reduced 16. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +3%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0002014454
- Portfolio Value
- $128.1M (Q1 2025)
- SEC Filing
- 0001951757-25-000381 ↗ filed Apr 21, 2025
Holdings Value
Holdings 38 stocks · $128.1M
| VUG Vanguard Mrngstar GR ETF-Sui | 28.79% | 99,433 | $36.9M | Add +1.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 26.24% | 194,540 | $33.6M | Add +2.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 11.68% | 67,447 | $15.0M | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 7.75% | 19,311 | $9.9M | Add +2.4% |
| VONV Vanguard Russell 1000 Value | 3.38% | 52,459 | $4.3M | Reduce -0.4% |
| VONG Vanguard Russell 1000 Growth | 3.18% | 43,958 | $4.1M | Add +0.0% |
| VEA Vanguard Ftse Developed ETF | 2.80% | 70,564 | $3.6M | Add +8.3% |
| AAPL Apple Inc. | 1.73% | 9,994 | $2.2M | Add +22.3% |
| VWO Vanguard Ftse Emerging Marke | 1.40% | 39,634 | $1.8M | Add +8.3% |
| NVDA Nvidia Corp. | 1.03% | 12,209 | $1.3M | Reduce -0.3% |
| IWF iShares Russell 1000 Growth | 0.97% | 3,443 | $1.2M | Reduce -1.6% |
| VTIP Vanguard Short-Term Tips | 0.86% | 22,111 | $1.1M | Reduce -14.5% |
| MSFT Microsoft Corp. | 0.81% | 2,776 | $1.0M | Add +52.9% |
| VTWO Vanguard Russell 2000 ETF | 0.81% | 12,869 | $1.0M | Reduce -1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.74% | 3,433 | $944K | Reduce -25.5% |
| VONE Vanguard Russell 1000 | 0.70% | 3,520 | $894K | No change |
| VXF Vanguard Extended Market ETF | 0.63% | 4,714 | $812K | Add +2.6% |
| IWD iShares Russell 1000 Value E | 0.60% | 4,083 | $768K | Add +0.3% |
| OEF iShares S&P 100 ETF | 0.58% | 2,764 | $749K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.57% | 7,512 | $736K | Add +26.3% |
| AMZN Amazon.com Inc. | 0.51% | 3,412 | $649K | Add +9.1% |
| IWB iShares Russell 1000 ETF | 0.45% | 1,881 | $577K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 801 | $427K | Add +0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.32% | 5,464 | $413K | No change |
| META Meta Platforms Inc. Class A | 0.32% | 709 | $409K | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.29% | 2,212 | $370K | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 0.27% | 2,268 | $351K | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 0.26% | 2,103 | $329K | Add +0.4% |
| PDP Invesco Dorsey Wright Moment | 0.25% | 3,235 | $323K | No change |
| JPM JPMorgan Chase & Co. | 0.24% | 1,275 | $313K | Reduce -1.3% |
| LLY Eli Lilly & Co. | 0.23% | 361 | $298K | Add +2.0% |
| BIV Vanguard Intermediate-Term B | 0.22% | 3,614 | $277K | Reduce -7.1% |
| TSLA Tesla Inc. | 0.19% | 958 | $248K | Reduce -2.4% |
| V Visa Inc. Class A | 0.18% | 669 | $234K | Reduce -0.9% |
| ORCL Oracle Corp. | 0.18% | 1,632 | $228K | Reduce -2.4% |
| MA Mastercard Inc. Class A | 0.16% | 384 | $210K | Reduce -1.3% |
| UNH Unitedhealth Group Inc. | 0.16% | 393 | $206K | New |
| COST Costco Wholesale Corp. | 0.16% | 215 | $203K | Reduce -1.8% |
Portfolio Sells Q4 2024 → Q1 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -25.5% | 0.74% | −0.27 |
| NVDA Nvidia Corp. | Reduce -0.3% | 1.03% | −0.21 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.15 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.15 |
| AVGO Broadcom Inc. | Reduce -2.3% | 0.29% | −0.11 |
| TSLA Tesla Inc. | Reduce -2.4% | 0.19% | −0.11 |
| IWF iShares Russell 1000 Growth | Reduce -1.6% | 0.97% | −0.09 |
| VTIP Vanguard Short-Term Tips | Reduce -14.5% | 0.86% | −0.09 |
| VTWO Vanguard Russell 2000 ETF | Reduce -1.1% | 0.81% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 0.27% | −0.05 |
| ORCL Oracle Corp. | Reduce -2.4% | 0.18% | −0.03 |
| BIV Vanguard Intermediate-Term B | Reduce -7.1% | 0.22% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -0.3% | 0.32% | +0.00 |
| COST Costco Wholesale Corp. | Reduce -1.8% | 0.16% | +0.01 |
| MA Mastercard Inc. Class A | Reduce -1.3% | 0.16% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 0.24% | +0.01 |
| V Visa Inc. Class A | Reduce -0.9% | 0.18% | +0.02 |
| VONV Vanguard Russell 1000 Value | Reduce -0.4% | 3.38% | +0.14 |
Portfolio Buys Q4 2024 → Q1 2025
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.8% | 26.24% | +2.00 |
| VEA Vanguard Ftse Developed ETF | Add +8.3% | 2.80% | +0.44 |
| MSFT Microsoft Corp. | Add +52.9% | 0.81% | +0.23 |
| AAPL Apple Inc. | Add +22.3% | 1.73% | +0.19 |
| VWO Vanguard Ftse Emerging Marke | Add +8.3% | 1.40% | +0.18 |
| UNH Unitedhealth Group Inc. | New | 0.16% | +0.16 |
| ESGV Vanguard ESG US Stock ETF | Add +26.3% | 0.57% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +2.4% | 7.75% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 0.33% | +0.06 |
| IWD iShares Russell 1000 Value E | Add +0.3% | 0.60% | +0.03 |
| LLY Eli Lilly & Co. | Add +2.0% | 0.23% | +0.03 |
| AMZN Amazon.com Inc. | Add +9.1% | 0.51% | −0.01 |
| VXF Vanguard Extended Market ETF | Add +2.6% | 0.63% | −0.03 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 0.26% | −0.05 |
| VONG Vanguard Russell 1000 Growth | Add +0.0% | 3.18% | −0.25 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.9% | 11.68% | −0.47 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.9% | 28.79% | −1.52 |
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 |