Golden Road Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Golden Road Advisors LLC reported 53 stock positions worth $172.8 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 30.1% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 22.7%) and Vanguard Most SM-Cap ETF-Usd (VB, 10.1%). Compared with Q2 2025, it opened 12 new positions, added to 28 and reduced 9. The biggest buy was Apple (AAPL, shares +75%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0002014454
- Portfolio Value
- $172.8M (Q3 2025)
- SEC Filing
- 0001951757-25-001325 ↗ filed Nov 7, 2025
Holdings Value
Holdings 53 stocks · $172.8M
| VUG Vanguard Mrngstar GR ETF-Sui | 30.08% | 108,373 | $52.0M | Add +3.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 22.75% | 210,746 | $39.3M | Add +3.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 10.12% | 68,752 | $17.5M | Add +0.7% |
| VOO Vanguard S&P 500 ETF | 6.95% | 19,598 | $12.0M | Reduce -5.1% |
| VONG Vanguard Russell 1000 Growth | 3.58% | 51,375 | $6.2M | Add +2.1% |
| VONV Vanguard Russell 1000 Value | 3.13% | 60,476 | $5.4M | Add +2.4% |
| VEA Vanguard Ftse Developed ETF | 2.69% | 77,693 | $4.7M | Add +6.7% |
| AAPL Apple Inc. | 2.17% | 14,737 | $3.8M | Add +75.2% |
| NVDA Nvidia Corp. | 2.16% | 20,034 | $3.7M | Add +54.9% |
| VWO Vanguard Ftse Emerging Marke | 1.32% | 42,195 | $2.3M | Add +2.9% |
| MSFT Microsoft Corp. | 1.02% | 3,398 | $1.8M | Add +72.0% |
| IWF iShares Russell 1000 Growth | 0.93% | 3,433 | $1.6M | Reduce -0.4% |
| RJF Raymond James Financial Inc. | 0.82% | 8,248 | $1.4M | Reduce -14.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.81% | 4,277 | $1.4M | Reduce -12.0% |
| VONE Vanguard Russell 1000 | 0.62% | 3,520 | $1.1M | No change |
| VXF Vanguard Extended Market ETF | 0.60% | 4,990 | $1.0M | Reduce -5.9% |
| VTWO Vanguard Russell 2000 ETF | 0.57% | 10,107 | $989K | Add +0.3% |
| AMZN Amazon.com Inc. | 0.56% | 4,439 | $975K | Add +23.4% |
| ESGV Vanguard ESG US Stock ETF | 0.52% | 7,546 | $894K | Reduce -1.8% |
| IWD iShares Russell 1000 Value E | 0.49% | 4,168 | $849K | Add +0.8% |
| AVGO Broadcom Inc. | 0.48% | 2,524 | $833K | Add +9.9% |
| OEF iShares S&P 100 ETF | 0.44% | 2,284 | $760K | Reduce -11.3% |
| JPM JPMorgan Chase & Co. | 0.42% | 2,314 | $730K | Add +72.6% |
| GOOGL Alphabet Inc. Class A | 0.42% | 2,951 | $717K | Add +18.4% |
| VTIP Vanguard Short-Term Tips | 0.41% | 14,118 | $715K | Reduce -34.3% |
| IWB iShares Russell 1000 ETF | 0.40% | 1,881 | $687K | No change |
| META Meta Platforms Inc. Class A | 0.39% | 914 | $671K | Add +21.1% |
| GOOG Alphabet Inc. Class C | 0.35% | 2,464 | $600K | Add +18.5% |
| TSLA Tesla Inc. | 0.33% | 1,280 | $569K | Add +25.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.32% | 6,265 | $547K | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 1,047 | $526K | Add +22.7% |
| VGT Vanguard Info Tech ETF | 0.30% | 703 | $525K | New |
| ORCL Oracle Corp. | 0.27% | 1,685 | $474K | Add +3.4% |
| PDP Invesco Dorsey Wright Moment | 0.23% | 3,416 | $403K | Add +5.6% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 1,731 | $374K | New |
| IAU iShares Gold Trust | 0.21% | 5,000 | $364K | New |
| EFA iShares MSCI Eafe ETF | 0.19% | 3,542 | $331K | No change |
| LLY Eli Lilly & Co. | 0.19% | 431 | $329K | Add +12.8% |
| BIV Vanguard Intermediate-Term B | 0.18% | 3,994 | $312K | No change |
| JNJ Johnson & Johnson | 0.18% | 1,671 | $310K | New |
| NFLX Netflix Inc. | 0.17% | 240 | $288K | Add +10.1% |
| V Visa Inc. Class A | 0.17% | 839 | $286K | Add +18.0% |
| PG The Procter & Gamble Co. | 0.16% | 1,848 | $284K | New |
| MA Mastercard Inc. Class A | 0.15% | 470 | $267K | Add +16.3% |
| WMT Walmart Inc. | 0.15% | 2,471 | $255K | Reduce -49.0% |
| HD Home Depot Inc. | 0.14% | 606 | $246K | New |
| ABBV Abbvie Inc. | 0.14% | 1,029 | $238K | New |
| COST Costco Wholesale Corp. | 0.14% | 257 | $238K | Add +13.2% |
| RTX RTX Corp. | 0.13% | 1,372 | $230K | New |
| IJH iShares Core S&P Midcap ETF | 0.13% | 3,477 | $227K | New |
| VYM Vanguard High DVD Yield ETF | 0.13% | 1,563 | $220K | New |
| IEMG iShares Core MSCI Emerging | 0.13% | 3,336 | $220K | New |
| XOM Exxon Mobil Corp. | 0.12% | 1,878 | $212K | New |
Portfolio Sells Q2 2025 → Q3 2025
| VOO Vanguard S&P 500 ETF | Reduce -5.1% | 6.95% | −0.85 |
| VTIP Vanguard Short-Term Tips | Reduce -34.3% | 0.41% | −0.30 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -12.0% | 0.81% | −0.17 |
| WMT Walmart Inc. | Reduce -49.0% | 0.15% | −0.17 |
| RJF Raymond James Financial Inc. | Reduce -14.3% | 0.82% | −0.16 |
| OEF iShares S&P 100 ETF | Reduce -11.3% | 0.44% | −0.08 |
| VXF Vanguard Extended Market ETF | Reduce -5.9% | 0.60% | −0.07 |
| ESGV Vanguard ESG US Stock ETF | Reduce -1.8% | 0.52% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -0.4% | 0.93% | −0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +75.2% | 2.17% | +1.02 |
| NVDA Nvidia Corp. | Add +54.9% | 2.16% | +0.80 |
| MSFT Microsoft Corp. | Add +72.0% | 1.02% | +0.37 |
| VGT Vanguard Info Tech ETF | New | 0.30% | +0.30 |
| VIG Vanguard Dividend Apprec ETF | New | 0.22% | +0.22 |
| IAU iShares Gold Trust | New | 0.21% | +0.21 |
| JNJ Johnson & Johnson | New | 0.18% | +0.18 |
| PG The Procter & Gamble Co. | New | 0.16% | +0.16 |
| JPM JPMorgan Chase & Co. | Add +72.6% | 0.42% | +0.16 |
| HD Home Depot Inc. | New | 0.14% | +0.14 |
| ABBV Abbvie Inc. | New | 0.14% | +0.14 |
| RTX RTX Corp. | New | 0.13% | +0.13 |
| IJH iShares Core S&P Midcap ETF | New | 0.13% | +0.13 |
| VYM Vanguard High DVD Yield ETF | New | 0.13% | +0.13 |
| IEMG iShares Core MSCI Emerging | New | 0.13% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +18.4% | 0.42% | +0.12 |
| XOM Exxon Mobil Corp. | New | 0.12% | +0.12 |
| TSLA Tesla Inc. | Add +25.4% | 0.33% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +18.5% | 0.35% | +0.10 |
| AVGO Broadcom Inc. | Add +9.9% | 0.48% | +0.06 |
| AMZN Amazon.com Inc. | Add +23.4% | 0.56% | +0.04 |
| ORCL Oracle Corp. | Add +3.4% | 0.27% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +22.7% | 0.30% | +0.03 |
| META Meta Platforms Inc. Class A | Add +21.1% | 0.39% | +0.02 |
| MA Mastercard Inc. Class A | Add +16.3% | 0.15% | +0.00 |
| PDP Invesco Dorsey Wright Moment | Add +5.6% | 0.23% | −0.00 |
| V Visa Inc. Class A | Add +18.0% | 0.17% | −0.00 |
| LLY Eli Lilly & Co. | Add +12.8% | 0.19% | −0.01 |
| COST Costco Wholesale Corp. | Add +13.2% | 0.14% | −0.01 |
| VTWO Vanguard Russell 2000 ETF | Add +0.3% | 0.57% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +2.9% | 1.32% | −0.03 |
| NFLX Netflix Inc. | Add +10.1% | 0.17% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.0% | 0.32% | −0.03 |
| IWD iShares Russell 1000 Value E | Add +0.8% | 0.49% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Add +6.7% | 2.69% | −0.06 |
| VONG Vanguard Russell 1000 Growth | Add +2.1% | 3.58% | −0.07 |
| VONV Vanguard Russell 1000 Value | Add +2.4% | 3.13% | −0.22 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.2% | 30.08% | −0.53 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.7% | 10.12% | −0.64 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.5% | 22.75% | −1.19 |
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 |