GOLDEN ROAD ADVISORS LLC 13F Holdings
CIK 0002014454 · TAMPA, FL
As of Sep 30, 2025, GOLDEN ROAD ADVISORS LLC reported 53 positions worth
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.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 108,373 | $52.0M | 30.08% |
| VANGUARD VALUE INDEX FUND | VTV | — | 210,746 | $39.3M | 22.75% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 68,752 | 7.5M | 10.12% |
| VANGUARD 500 INDEX FUND | VOO | — | 19,598 | 2.0M | 6.95% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 51,375 | $6.2M | 3.58% |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND | VONV | — | 60,476 | $5.4M | 3.13% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 77,693 | $4.7M | 2.69% |
| APPLE INC | AAPL | Technology | 14,737 | $3.8M | 2.17% |
| NVIDIA CORP | NVDA | Technology | 20,034 | $3.7M | 2.16% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 42,195 | $2.3M | 1.32% |
| MICROSOFT CORP | MSFT | Technology | 3,398 | .8M | 1.02% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 3,433 | .6M | 0.93% |
| RAYMOND JAMES FINANCIAL INC | RJF | Financial Services | 8,248 | .4M | 0.82% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 4,277 | .4M | 0.81% |
| VANGUARD RUSSELL 1000 INDEX FUND | VONE | — | 3,520 | .1M | 0.62% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 4,990 | .0M | 0.60% |
| VANGUARD RUSSELL 2000 INDEX FUND | VTWO | — | 10,107 | $988.7K | 0.57% |
| AMAZON.COM INC | AMZN | Equity | 4,439 | $974.7K | 0.56% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 7,546 | $893.7K | 0.52% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 4,168 | $848.6K | 0.49% |
| BROADCOM INC | AVGO | Technology | 2,524 | $832.7K | 0.48% |
| ISHARES S&P 100 ETF | OEF | — | 2,284 | $760.2K | 0.44% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2,314 | $729.9K | 0.42% |
| ALPHABET INC | GOOGL | Equity | 2,951 | $717.4K | 0.42% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 14,118 | $714.8K | 0.41% |