Golden Road Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Golden Road Advisors LLC reported 41 stock positions worth $150.4 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 30.6% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 23.9%) and Vanguard Most SM-Cap ETF-Usd (VB, 10.8%). Compared with Q1 2025, it opened 4 new positions, sold out of 1, added to 27 and reduced 7. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +6%) and the biggest sale Apple (AAPL, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0002014454
- Portfolio Value
- $150.4M (Q2 2025)
- SEC Filing
- 0001951757-25-001016 ↗ filed Aug 4, 2025
Holdings Value
Holdings 41 stocks · $150.4M
| VUG Vanguard Mrngstar GR ETF-Sui | 30.61% | 104,994 | $46.0M | Add +5.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 23.94% | 203,699 | $36.0M | Add +4.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 10.76% | 68,263 | $16.2M | Add +1.2% |
| VOO Vanguard S&P 500 ETF | 7.80% | 20,646 | $11.7M | Add +6.9% |
| VONG Vanguard Russell 1000 Growth | 3.65% | 50,333 | $5.5M | Add +14.5% |
| VONV Vanguard Russell 1000 Value | 3.35% | 59,075 | $5.0M | Add +12.6% |
| VEA Vanguard Ftse Developed ETF | 2.76% | 72,786 | $4.1M | Add +3.1% |
| NVDA Nvidia Corp. | 1.36% | 12,938 | $2.0M | Add +6.0% |
| VWO Vanguard Ftse Emerging Marke | 1.35% | 41,014 | $2.0M | Add +3.5% |
| AAPL Apple Inc. | 1.15% | 8,412 | $1.7M | Reduce -15.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.98% | 4,862 | $1.5M | Add +41.6% |
| RJF Raymond James Financial Inc. | 0.98% | 9,622 | $1.5M | New |
| IWF iShares Russell 1000 Growth | 0.97% | 3,447 | $1.5M | Add +0.1% |
| VTIP Vanguard Short-Term Tips | 0.72% | 21,492 | $1.1M | Reduce -2.8% |
| VXF Vanguard Extended Market ETF | 0.68% | 5,303 | $1.0M | Add +12.5% |
| VONE Vanguard Russell 1000 | 0.66% | 3,520 | $989K | No change |
| MSFT Microsoft Corp. | 0.65% | 1,975 | $982K | Reduce -28.9% |
| VTWO Vanguard Russell 2000 ETF | 0.58% | 10,073 | $879K | Reduce -21.7% |
| ESGV Vanguard ESG US Stock ETF | 0.56% | 7,681 | $842K | Add +2.3% |
| IWD iShares Russell 1000 Value E | 0.53% | 4,137 | $804K | Add +1.3% |
| AMZN Amazon.com Inc. | 0.52% | 3,597 | $789K | Add +5.4% |
| OEF iShares S&P 100 ETF | 0.52% | 2,574 | $783K | Reduce -6.9% |
| IWB iShares Russell 1000 ETF | 0.42% | 1,881 | $639K | No change |
| AVGO Broadcom Inc. | 0.42% | 2,297 | $633K | Add +3.8% |
| META Meta Platforms Inc. Class A | 0.37% | 755 | $557K | Add +6.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.35% | 6,264 | $523K | Add +14.6% |
| WMT Walmart Inc. | 0.32% | 4,850 | $474K | New |
| GOOGL Alphabet Inc. Class A | 0.29% | 2,492 | $439K | Add +9.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 853 | $414K | Add +6.5% |
| JPM JPMorgan Chase & Co. | 0.26% | 1,341 | $389K | Add +5.2% |
| GOOG Alphabet Inc. Class C | 0.25% | 2,080 | $369K | Reduce -1.1% |
| ORCL Oracle Corp. | 0.24% | 1,630 | $356K | Reduce -0.1% |
| PDP Invesco Dorsey Wright Moment | 0.23% | 3,235 | $351K | No change |
| TSLA Tesla Inc. | 0.22% | 1,021 | $324K | Add +6.6% |
| EFA iShares MSCI Eafe ETF | 0.21% | 3,542 | $317K | New |
| BIV Vanguard Intermediate-Term B | 0.21% | 3,994 | $309K | Add +10.5% |
| LLY Eli Lilly & Co. | 0.20% | 382 | $298K | Add +5.8% |
| NFLX Netflix Inc. | 0.19% | 218 | $292K | New |
| V Visa Inc. Class A | 0.17% | 711 | $252K | Add +6.3% |
| MA Mastercard Inc. Class A | 0.15% | 404 | $227K | Add +5.2% |
| COST Costco Wholesale Corp. | 0.15% | 227 | $225K | Add +5.6% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -15.8% | 1.15% | −0.59 |
| VTWO Vanguard Russell 2000 ETF | Reduce -21.7% | 0.58% | −0.23 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.16 |
| MSFT Microsoft Corp. | Reduce -28.9% | 0.65% | −0.16 |
| VTIP Vanguard Short-Term Tips | Reduce -2.8% | 0.72% | −0.14 |
| OEF iShares S&P 100 ETF | Reduce -6.9% | 0.52% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -1.1% | 0.25% | −0.01 |
| ORCL Oracle Corp. | Reduce -0.1% | 0.24% | +0.06 |
Portfolio Buys Q1 2025 → Q2 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.6% | 30.61% | +1.82 |
| RJF Raymond James Financial Inc. | New | 0.98% | +0.98 |
| VONG Vanguard Russell 1000 Growth | Add +14.5% | 3.65% | +0.47 |
| NVDA Nvidia Corp. | Add +6.0% | 1.36% | +0.33 |
| WMT Walmart Inc. | New | 0.32% | +0.32 |
| VTI VG Morningstar TS MKT ETF-US | Add +41.6% | 0.98% | +0.25 |
| EFA iShares MSCI Eafe ETF | New | 0.21% | +0.21 |
| NFLX Netflix Inc. | New | 0.19% | +0.19 |
| AVGO Broadcom Inc. | Add +3.8% | 0.42% | +0.13 |
| META Meta Platforms Inc. Class A | Add +6.5% | 0.37% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +6.9% | 7.80% | +0.05 |
| VXF Vanguard Extended Market ETF | Add +12.5% | 0.68% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +14.6% | 0.35% | +0.03 |
| TSLA Tesla Inc. | Add +6.6% | 0.22% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +9.9% | 0.29% | +0.02 |
| AMZN Amazon.com Inc. | Add +5.4% | 0.52% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +5.2% | 0.26% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.97% | +0.00 |
| COST Costco Wholesale Corp. | Add +5.6% | 0.15% | −0.01 |
| BIV Vanguard Intermediate-Term B | Add +10.5% | 0.21% | −0.01 |
| MA Mastercard Inc. Class A | Add +5.2% | 0.15% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Add +2.3% | 0.56% | −0.01 |
| V Visa Inc. Class A | Add +6.3% | 0.17% | −0.02 |
| VONV Vanguard Russell 1000 Value | Add +12.6% | 3.35% | −0.03 |
| LLY Eli Lilly & Co. | Add +5.8% | 0.20% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Add +3.1% | 2.76% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +3.5% | 1.35% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.5% | 0.28% | −0.06 |
| IWD iShares Russell 1000 Value E | Add +1.3% | 0.53% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.2% | 10.76% | −0.92 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.7% | 23.94% | −2.30 |
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 |