Golden Road Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Golden Road Advisors LLC reported 53 stock positions worth $173.6 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 28.9% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 24.7%) and Vanguard Most SM-Cap ETF-Usd (VB, 10.5%). Compared with Q4 2025, it opened 6 new positions, sold out of 2, added to 30 and reduced 14. The biggest buy was a new position in Raymond James Financial (RJF) and the biggest sale Apple (AAPL, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- TAMPA, FL
- CIK
- 0002014454
- Portfolio Value
- $173.6M (Q1 2026)
- SEC Filing
- 0001951757-26-000755 ↗ filed Apr 29, 2026
Holdings Value
Holdings 53 stocks · $173.6M
| VUG Vanguard Mrngstar GR ETF-Sui | 28.92% | 114,960 | $50.2M | Add +2.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 24.70% | 218,561 | $42.9M | Reduce -0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 10.48% | 69,458 | $18.2M | Add +2.0% |
| VOO Vanguard S&P 500 ETF | 6.68% | 19,409 | $11.6M | Reduce -1.1% |
| VONV Vanguard Russell 1000 Value | 3.40% | 62,992 | $5.9M | Reduce -0.6% |
| VONG Vanguard Russell 1000 Growth | 3.35% | 52,959 | $5.8M | Add +0.7% |
| VEA Vanguard Ftse Developed ETF | 2.87% | 77,885 | $5.0M | Reduce -0.8% |
| NVDA Nvidia Corp. | 1.61% | 15,999 | $2.8M | Add +10.9% |
| AAPL Apple Inc. | 1.53% | 10,497 | $2.7M | Reduce -18.2% |
| VWO Vanguard Ftse Emerging Marke | 1.32% | 42,386 | $2.3M | Reduce -0.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.10% | 5,930 | $1.9M | Add +24.8% |
| RJF Raymond James Financial Inc. | 0.84% | 10,061 | $1.5M | New |
| IWF iShares Russell 1000 Growth | 0.81% | 3,315 | $1.4M | Reduce -0.2% |
| MSFT Microsoft Corp. | 0.62% | 2,927 | $1.1M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 0.61% | 5,119 | $1.1M | Add +15.5% |
| VONE Vanguard Russell 1000 | 0.60% | 3,520 | $1.0M | No change |
| VXF Vanguard Extended Market ETF | 0.60% | 5,038 | $1.0M | Add +3.6% |
| VTWO Vanguard Russell 2000 ETF | 0.55% | 9,514 | $953K | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 0.54% | 3,280 | $943K | Add +11.4% |
| IWD iShares Russell 1000 Value E | 0.52% | 4,248 | $908K | Reduce -3.4% |
| AVGO Broadcom Inc. | 0.50% | 2,818 | $872K | Add +11.4% |
| ESGV Vanguard ESG US Stock ETF | 0.50% | 7,681 | $862K | Add +2.3% |
| GOOG Alphabet Inc. Class C | 0.45% | 2,724 | $781K | Add +9.6% |
| OEF iShares S&P 100 ETF | 0.40% | 2,180 | $693K | Reduce -4.5% |
| WMT Walmart Inc. | 0.40% | 5,569 | $692K | Add +114.0% |
| VTIP Vanguard Short-Term Tips | 0.37% | 12,700 | $634K | Reduce -1.4% |
| META Meta Platforms Inc. Class A | 0.35% | 1,077 | $616K | Add +10.3% |
| BIV Vanguard Intermediate-Term B | 0.35% | 7,866 | $607K | Add +49.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.34% | 6,612 | $599K | Add +4.0% |
| IWB iShares Russell 1000 ETF | 0.32% | 1,571 | $560K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 1,115 | $534K | Add +11.8% |
| TSLA Tesla Inc. | 0.30% | 1,415 | $526K | Add +11.5% |
| JPM JPMorgan Chase & Co. | 0.30% | 1,752 | $515K | Add +9.8% |
| VGT Vanguard Info Tech ETF | 0.28% | 708 | $494K | Add +6.3% |
| LLY Eli Lilly & Co. | 0.26% | 488 | $449K | Add +9.2% |
| JNJ Johnson & Johnson | 0.24% | 1,724 | $421K | Add +15.0% |
| PDP Invesco Dorsey Wright Moment | 0.22% | 3,175 | $383K | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 0.21% | 2,136 | $362K | Add +9.6% |
| EFA iShares MSCI Eafe ETF | 0.20% | 3,542 | $344K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.18% | 2,078 | $304K | New |
| V Visa Inc. Class A | 0.17% | 1,004 | $303K | Add +11.8% |
| IAU iShares Gold Trust | 0.17% | 3,373 | $297K | New |
| COST Costco Wholesale Corp. | 0.16% | 282 | $281K | Add +20.0% |
| RTX RTX Corp. | 0.15% | 1,336 | $258K | Add +3.7% |
| NFLX Netflix Inc. | 0.15% | 2,656 | $255K | Add +21.7% |
| ORCL Oracle Corp. | 0.14% | 1,684 | $248K | Add +11.8% |
| ABBV Abbvie Inc. | 0.14% | 1,136 | $247K | Add +4.0% |
| MA Mastercard Inc. Class A | 0.14% | 491 | $245K | Add +12.4% |
| IEMG iShares Core MSCI Emerging | 0.14% | 3,500 | $244K | Add +5.1% |
| PM Philip Morris International | 0.12% | 1,310 | $217K | New |
| IJH iShares Core S&P Midcap ETF | 0.12% | 3,169 | $214K | Reduce -4.4% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 715 | $203K | New |
| AMD Advanced Micro Devices | 0.12% | 988 | $201K | New |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -18.2% | 1.53% | −0.45 |
| VOO Vanguard S&P 500 ETF | Reduce -1.1% | 6.68% | −0.33 |
| MSFT Microsoft Corp. | Reduce -1.6% | 0.62% | −0.20 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.17 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.12 |
| IWF iShares Russell 1000 Growth | Reduce -0.2% | 0.81% | −0.08 |
| OEF iShares S&P 100 ETF | Reduce -4.5% | 0.40% | −0.05 |
| VTWO Vanguard Russell 2000 ETF | Reduce -4.2% | 0.55% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -3.4% | 0.52% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.4% | 0.12% | −0.00 |
| VTIP Vanguard Short-Term Tips | Reduce -1.4% | 0.37% | +0.00 |
| PDP Invesco Dorsey Wright Moment | Reduce -1.9% | 0.22% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.7% | 1.32% | +0.01 |
| VONV Vanguard Russell 1000 Value | Reduce -0.6% | 3.40% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.8% | 2.87% | +0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.2% | 24.70% | +0.89 |
Portfolio Buys Q4 2025 → Q1 2026
| RJF Raymond James Financial Inc. | New | 0.84% | +0.84 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.0% | 10.48% | +0.47 |
| WMT Walmart Inc. | Add +114.0% | 0.40% | +0.23 |
| VTI VG Morningstar TS MKT ETF-US | Add +24.8% | 1.10% | +0.19 |
| PLTR Palantir Technologies Inc. Class A | New | 0.18% | +0.18 |
| IAU iShares Gold Trust | New | 0.17% | +0.17 |
| PM Philip Morris International | New | 0.12% | +0.12 |
| GE General Electric | New | 0.12% | +0.12 |
| BIV Vanguard Intermediate-Term B | Add +49.7% | 0.35% | +0.12 |
| AMD Advanced Micro Devices | New | 0.12% | +0.12 |
| XOM Exxon Mobil Corp. | Add +9.6% | 0.21% | +0.08 |
| NVDA Nvidia Corp. | Add +10.9% | 1.61% | +0.07 |
| JNJ Johnson & Johnson | Add +15.0% | 0.24% | +0.07 |
| COST Costco Wholesale Corp. | Add +20.0% | 0.16% | +0.05 |
| AMZN Amazon.com Inc. | Add +15.5% | 0.61% | +0.03 |
| NFLX Netflix Inc. | Add +21.7% | 0.15% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.8% | 0.31% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.0% | 0.34% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +11.4% | 0.54% | +0.02 |
| VXF Vanguard Extended Market ETF | Add +3.6% | 0.60% | +0.02 |
| RTX RTX Corp. | Add +3.7% | 0.15% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +5.1% | 0.14% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +9.6% | 0.45% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +9.8% | 0.30% | +0.00 |
| AVGO Broadcom Inc. | Add +11.4% | 0.50% | +0.00 |
| ABBV Abbvie Inc. | Add +4.0% | 0.14% | +0.00 |
| MA Mastercard Inc. Class A | Add +12.4% | 0.14% | −0.00 |
| VGT Vanguard Info Tech ETF | Add +6.3% | 0.28% | −0.00 |
| V Visa Inc. Class A | Add +11.8% | 0.17% | −0.00 |
| META Meta Platforms Inc. Class A | Add +10.3% | 0.35% | −0.01 |
| LLY Eli Lilly & Co. | Add +9.2% | 0.26% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Add +2.3% | 0.50% | −0.02 |
| TSLA Tesla Inc. | Add +11.5% | 0.30% | −0.02 |
| ORCL Oracle Corp. | Add +11.8% | 0.14% | −0.02 |
| VONG Vanguard Russell 1000 Growth | Add +0.7% | 3.35% | −0.30 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.5% | 28.92% | −2.24 |
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 |