Golden Road Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Golden Road Advisors LLC reported 49 stock positions worth $175.6 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 31.2% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 23.8%) and Vanguard Most SM-Cap ETF-Usd (VB, 10.0%). Compared with Q3 2025, it opened 2 new positions, sold out of 6, added to 19 and reduced 25. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +4%) and the biggest sale an exit from Raymond James Financial (RJF).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0002014454
- Portfolio Value
- $175.6M (Q4 2025)
- SEC Filing
- 0001951757-26-000333 ↗ filed Feb 2, 2026
Holdings Value
Holdings 49 stocks · $175.6M
| VUG Vanguard Mrngstar GR ETF-Sui | 31.16% | 112,188 | $54.7M | Add +3.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 23.81% | 218,949 | $41.8M | Add +3.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 10.00% | 68,122 | $17.6M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 7.01% | 19,631 | $12.3M | Add +0.2% |
| VONG Vanguard Russell 1000 Growth | 3.65% | 52,611 | $6.4M | Add +2.4% |
| VONV Vanguard Russell 1000 Value | 3.33% | 63,350 | $5.8M | Add +4.8% |
| VEA Vanguard Ftse Developed ETF | 2.79% | 78,478 | $4.9M | Add +1.0% |
| AAPL Apple Inc. | 1.99% | 12,828 | $3.5M | Reduce -12.9% |
| NVDA Nvidia Corp. | 1.53% | 14,431 | $2.7M | Reduce -28.0% |
| VWO Vanguard Ftse Emerging Marke | 1.31% | 42,688 | $2.3M | Add +1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.91% | 4,750 | $1.6M | Add +11.1% |
| IWF iShares Russell 1000 Growth | 0.90% | 3,323 | $1.6M | Reduce -3.2% |
| MSFT Microsoft Corp. | 0.82% | 2,975 | $1.4M | Reduce -12.4% |
| VONE Vanguard Russell 1000 | 0.62% | 3,520 | $1.1M | No change |
| AMZN Amazon.com Inc. | 0.58% | 4,433 | $1.0M | Reduce -0.1% |
| VXF Vanguard Extended Market ETF | 0.58% | 4,861 | $1.0M | Reduce -2.6% |
| VTWO Vanguard Russell 2000 ETF | 0.56% | 9,928 | $988K | Reduce -1.8% |
| IWD iShares Russell 1000 Value E | 0.53% | 4,397 | $925K | Add +5.5% |
| GOOGL Alphabet Inc. Class A | 0.52% | 2,944 | $921K | Reduce -0.2% |
| ESGV Vanguard ESG US Stock ETF | 0.52% | 7,512 | $909K | Reduce -0.5% |
| AVGO Broadcom Inc. | 0.50% | 2,530 | $876K | Add +0.2% |
| OEF iShares S&P 100 ETF | 0.45% | 2,284 | $783K | No change |
| GOOG Alphabet Inc. Class C | 0.44% | 2,485 | $780K | Add +0.8% |
| META Meta Platforms Inc. Class A | 0.37% | 976 | $644K | Add +6.8% |
| VTIP Vanguard Short-Term Tips | 0.36% | 12,876 | $637K | Reduce -8.8% |
| IWB iShares Russell 1000 ETF | 0.33% | 1,571 | $587K | Reduce -16.5% |
| TSLA Tesla Inc. | 0.32% | 1,269 | $571K | Reduce -0.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.32% | 6,356 | $569K | Add +1.4% |
| JPM JPMorgan Chase & Co. | 0.29% | 1,596 | $514K | Reduce -31.0% |
| VGT Vanguard Info Tech ETF | 0.29% | 666 | $502K | Reduce -5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 997 | $501K | Reduce -4.8% |
| LLY Eli Lilly & Co. | 0.27% | 447 | $480K | Add +3.7% |
| BIV Vanguard Intermediate-Term B | 0.23% | 5,253 | $409K | Add +31.5% |
| PDP Invesco Dorsey Wright Moment | 0.21% | 3,235 | $377K | Reduce -5.3% |
| EFA iShares MSCI Eafe ETF | 0.19% | 3,542 | $340K | No change |
| V Visa Inc. Class A | 0.18% | 898 | $315K | Add +7.0% |
| JNJ Johnson & Johnson | 0.18% | 1,499 | $310K | Reduce -10.3% |
| MDY State Street SPDR S&P Midcap | 0.17% | 508 | $306K | New |
| ORCL Oracle Corp. | 0.17% | 1,506 | $294K | Reduce -10.6% |
| WMT Walmart Inc. | 0.17% | 2,603 | $290K | Add +5.3% |
| ABBV Abbvie Inc. | 0.14% | 1,092 | $250K | Add +6.1% |
| MA Mastercard Inc. Class A | 0.14% | 437 | $249K | Reduce -7.0% |
| RTX RTX Corp. | 0.13% | 1,288 | $236K | Reduce -6.1% |
| XOM Exxon Mobil Corp. | 0.13% | 1,949 | $235K | Add +3.8% |
| IEMG iShares Core MSCI Emerging | 0.13% | 3,331 | $224K | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 3,314 | $219K | Reduce -4.7% |
| NFLX Netflix Inc. | 0.12% | 2,182 | $205K | Reduce -9.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 3,709 | $204K | New |
| COST Costco Wholesale Corp. | 0.12% | 235 | $203K | Reduce -8.6% |
Portfolio Sells Q3 2025 → Q4 2025
| RJF Raymond James Financial Inc. | Sold out | 0.00% | −0.82 |
| NVDA Nvidia Corp. | Reduce -28.0% | 1.53% | −0.63 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.22 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.21 |
| MSFT Microsoft Corp. | Reduce -12.4% | 0.82% | −0.20 |
| AAPL Apple Inc. | Reduce -12.9% | 1.99% | −0.19 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.16 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.14 |
| JPM JPMorgan Chase & Co. | Reduce -31.0% | 0.29% | −0.13 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.13 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.9% | 10.00% | −0.11 |
| ORCL Oracle Corp. | Reduce -10.6% | 0.17% | −0.11 |
| IWB iShares Russell 1000 ETF | Reduce -16.5% | 0.33% | −0.06 |
| VTIP Vanguard Short-Term Tips | Reduce -8.8% | 0.36% | −0.05 |
| NFLX Netflix Inc. | Reduce -9.1% | 0.12% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -3.2% | 0.90% | −0.04 |
| VXF Vanguard Extended Market ETF | Reduce -2.6% | 0.58% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -8.6% | 0.12% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.8% | 0.29% | −0.02 |
| PDP Invesco Dorsey Wright Moment | Reduce -5.3% | 0.21% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -5.3% | 0.29% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -7.0% | 0.14% | −0.01 |
| VTWO Vanguard Russell 2000 ETF | Reduce -1.8% | 0.56% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.7% | 0.12% | −0.01 |
| TSLA Tesla Inc. | Reduce -0.9% | 0.32% | −0.00 |
| JNJ Johnson & Johnson | Reduce -10.3% | 0.18% | −0.00 |
| ESGV Vanguard ESG US Stock ETF | Reduce -0.5% | 0.52% | +0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -0.1% | 0.13% | +0.00 |
| RTX RTX Corp. | Reduce -6.1% | 0.13% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 0.58% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 0.52% | +0.11 |
Portfolio Buys Q3 2025 → Q4 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.5% | 31.16% | +1.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.9% | 23.81% | +1.06 |
| VONV Vanguard Russell 1000 Value | Add +4.8% | 3.33% | +0.20 |
| MDY State Street SPDR S&P Midcap | New | 0.17% | +0.17 |
| BAC Bank of America Corp. | New | 0.12% | +0.12 |
| VEA Vanguard Ftse Developed ETF | Add +1.0% | 2.79% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 0.44% | +0.10 |
| VTI VG Morningstar TS MKT ETF-US | Add +11.1% | 0.91% | +0.09 |
| LLY Eli Lilly & Co. | Add +3.7% | 0.27% | +0.08 |
| VONG Vanguard Russell 1000 Growth | Add +2.4% | 3.65% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +0.2% | 7.01% | +0.06 |
| BIV Vanguard Intermediate-Term B | Add +31.5% | 0.23% | +0.05 |
| IWD iShares Russell 1000 Value E | Add +5.5% | 0.53% | +0.04 |
| WMT Walmart Inc. | Add +5.3% | 0.17% | +0.02 |
| AVGO Broadcom Inc. | Add +0.2% | 0.50% | +0.02 |
| V Visa Inc. Class A | Add +7.0% | 0.18% | +0.01 |
| XOM Exxon Mobil Corp. | Add +3.8% | 0.13% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.4% | 0.32% | +0.01 |
| ABBV Abbvie Inc. | Add +6.1% | 0.14% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +1.2% | 1.31% | −0.02 |
| META Meta Platforms Inc. Class A | Add +6.8% | 0.37% | −0.02 |
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 |