GOLDEN ROAD ADVISORS LLC 13F Holdings

CIK 0002014454 · TAMPA, FL

As of Sep 30, 2025, GOLDEN ROAD ADVISORS LLC reported 53 positions worth 72.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD GROWTH INDEX FUNDVUG—108,373$52.0M30.08%
VANGUARD VALUE INDEX FUNDVTV—210,746$39.3M22.75%
VANGUARD SMALL-CAP INDEX FUNDVB—68,752 7.5M10.12%
VANGUARD 500 INDEX FUNDVOO—19,598 2.0M6.95%
VANGUARD RUSSELL 1000 GROWTH INDEX FUNDVONG—51,375$6.2M3.58%
VANGUARD RUSSELL 1000 VALUE INDEX FUNDVONV—60,476$5.4M3.13%
VANGUARD TAX-MANAGED FUNDSVEA—77,693$4.7M2.69%
APPLE INCAAPLTechnology14,737$3.8M2.17%
NVIDIA CORPNVDATechnology20,034$3.7M2.16%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—42,195$2.3M1.32%
MICROSOFT CORPMSFTTechnology3,398 .8M1.02%
ISHARES RUSSELL 1000 GROWTH ETFIWF—3,433 .6M0.93%
RAYMOND JAMES FINANCIAL INCRJFFinancial Services8,248 .4M0.82%
VANGUARD TOTAL STOCK MKT ETFVTI—4,277 .4M0.81%
VANGUARD RUSSELL 1000 INDEX FUNDVONE—3,520 .1M0.62%
VANGUARD EXTENDED MARKET INDEX FUNDVXF—4,990 .0M0.60%
VANGUARD RUSSELL 2000 INDEX FUNDVTWO—10,107$988.7K0.57%
AMAZON.COM INCAMZNEquity4,439$974.7K0.56%
VANGUARD ESG US STOCK ETFESGV—7,546$893.7K0.52%
ISHARES RUSSELL 1000 VALUE ETFIWD—4,168$848.6K0.49%
BROADCOM INCAVGOTechnology2,524$832.7K0.48%
ISHARES S&P 100 ETFOEF—2,284$760.2K0.44%
JPMORGAN CHASE & COJPMFinancial Services2,314$729.9K0.42%
ALPHABET INCGOOGLEquity2,951$717.4K0.42%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUNDVTIP—14,118$714.8K0.41%