Filed: 8/4/2025ACC: 0001951757-25-001016
📋 What this filing means
GOLDEN ROAD ADVISORS LLC filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $150.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$150.39M
Total AUM (reported)
758.62K
Total Shares
Allocation by class
GROWTH ETF$46.03M30.6%
VALUE ETF$36.00M23.9%
SMALL CP ETF$16.18M10.8%
S&P 500 ETF SHS$11.73M7.8%
COM$10.01M6.7%
VNG RUS1000GRW$5.50M3.7%
VNG RUS1000VAL$5.03M3.3%
Portfolio Concentration
Top 3$98.21M65.3%
4–10$32.21M21.4%
11–25$14.42M9.6%
Rest$5.56M3.7%
Top 3 weight
65.3%
Top 10 weight
86.7%
Voting Authority Distribution
Total shares with voting rights: 758.62K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
758.62K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole41
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings41
Rows:
VANGUARD INDEX FDS
SOLEShares104.99K
TypeSH
Market value$46.03M
30.61%
Sole
0.00
Shared
0.00
None
104.99K
VANGUARD INDEX FDS
SOLEShares203.70K
TypeSH
Market value$36.00M
23.94%
Sole
0.00
Shared
0.00
None
203.70K
VANGUARD INDEX FDS
SOLEShares68.26K
TypeSH
Market value$16.18M
10.76%
Sole
0.00
Shared
0.00
None
68.26K
VANGUARD INDEX FDS
SOLEShares20.65K
TypeSH
Market value$11.73M
7.80%
Sole
0.00
Shared
0.00
None
20.65K
VANGUARD SCOTTSDALE FDS
SOLEShares50.33K
TypeSH
Market value$5.50M
3.65%
Sole
0.00
Shared
0.00
None
50.33K
VANGUARD SCOTTSDALE FDS
SOLEShares59.08K
TypeSH
Market value$5.03M
3.35%
Sole
0.00
Shared
0.00
None
59.08K
VANGUARD TAX-MANAGED FDS
SOLEShares72.79K
TypeSH
Market value$4.15M
2.76%
Sole
0.00
Shared
0.00
None
72.79K
NVIDIA CORPORATION
SOLEShares12.94K
TypeSH
Market value$2.04M
1.36%
Sole
0.00
Shared
0.00
None
12.94K
VANGUARD INTL EQUITY INDEX F
SOLEShares41.01K
TypeSH
Market value$2.03M
1.35%
Sole
0.00
Shared
0.00
None
41.01K
APPLE INC
SOLEShares8.41K
TypeSH
Market value$1.73M
1.15%
Sole
0.00
Shared
0.00
None
8.41K
VANGUARD INDEX FDS
SOLEShares4.86K
TypeSH
Market value$1.48M
0.98%
Sole
0.00
Shared
0.00
None
4.86K
RAYMOND JAMES FINL INC
SOLEShares9.62K
TypeSH
Market value$1.48M
0.98%
Sole
0.00
Shared
0.00
None
9.62K
ISHARES TR
SOLEShares3.45K
TypeSH
Market value$1.46M
0.97%
Sole
0.00
Shared
0.00
None
3.45K
VANGUARD MALVERN FDS
SOLEShares21.49K
TypeSH
Market value$1.08M
0.72%
Sole
0.00
Shared
0.00
None
21.49K
VANGUARD INDEX FDS
SOLEShares5.30K
TypeSH
Market value$1.02M
0.68%
Sole
0.00
Shared
0.00
None
5.30K
VANGUARD SCOTTSDALE FDS
SOLEShares3.52K
TypeSH
Market value$988.6K
0.66%
Sole
0.00
Shared
0.00
None
3.52K
MICROSOFT CORP
SOLEShares1.98K
TypeSH
Market value$982.4K
0.65%
Sole
0.00
Shared
0.00
None
1.98K
VANGUARD SCOTTSDALE FDS
SOLEShares10.07K
TypeSH
Market value$878.6K
0.58%
Sole
0.00
Shared
0.00
None
10.07K
VANGUARD WORLD FD
SOLEShares7.68K
TypeSH
Market value$842.1K
0.56%
Sole
0.00
Shared
0.00
None
7.68K
ISHARES TR
SOLEShares4.14K
TypeSH
Market value$803.5K
0.53%
Sole
0.00
Shared
0.00
None
4.14K
AMAZON COM INC
SOLEShares3.60K
TypeSH
Market value$789.1K
0.52%
Sole
0.00
Shared
0.00
None
3.60K
ISHARES TR
SOLEShares2.57K
TypeSH
Market value$783.4K
0.52%
Sole
0.00
Shared
0.00
None
2.57K
ISHARES TR
SOLEShares1.88K
TypeSH
Market value$638.7K
0.42%
Sole
0.00
Shared
0.00
None
1.88K
BROADCOM INC
SOLEShares2.30K
TypeSH
Market value$633.2K
0.42%
Sole
0.00
Shared
0.00
None
2.30K
META PLATFORMS INC
SOLEShares755.00
TypeSH
Market value$557.3K
0.37%
Sole
0.00
Shared
0.00
None
755.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 104.99K | SH | $46.03M 30.61% | 0.00 | 0.00 | 104.99K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 203.70K | SH | $36.00M 23.94% | 0.00 | 0.00 | 203.70K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 68.26K | SH | $16.18M 10.76% | 0.00 | 0.00 | 68.26K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 20.65K | SH | $11.73M 7.80% | 0.00 | 0.00 | 20.65K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 50.33K | SH | $5.50M 3.65% | 0.00 | 0.00 | 50.33K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 59.08K | SH | $5.03M 3.35% | 0.00 | 0.00 | 59.08K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 72.79K | SH | $4.15M 2.76% | 0.00 | 0.00 | 72.79K |
NVIDIA CORPORATIONSOLE | COM | 12.94K | SH | $2.04M 1.36% | 0.00 | 0.00 | 12.94K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 41.01K | SH | $2.03M 1.35% | 0.00 | 0.00 | 41.01K |
APPLE INCSOLE | COM | 8.41K | SH | $1.73M 1.15% | 0.00 | 0.00 | 8.41K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.86K | SH | $1.48M 0.98% | 0.00 | 0.00 | 4.86K |
RAYMOND JAMES FINL INCSOLE | COM | 9.62K | SH | $1.48M 0.98% | 0.00 | 0.00 | 9.62K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 3.45K | SH | $1.46M 0.97% | 0.00 | 0.00 | 3.45K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 21.49K | SH | $1.08M 0.72% | 0.00 | 0.00 | 21.49K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 5.30K | SH | $1.02M 0.68% | 0.00 | 0.00 | 5.30K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 3.52K | SH | $988.6K 0.66% | 0.00 | 0.00 | 3.52K |
MICROSOFT CORPSOLE | COM | 1.98K | SH | $982.4K 0.65% | 0.00 | 0.00 | 1.98K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 10.07K | SH | $878.6K 0.58% | 0.00 | 0.00 | 10.07K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 7.68K | SH | $842.1K 0.56% | 0.00 | 0.00 | 7.68K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 4.14K | SH | $803.5K 0.53% | 0.00 | 0.00 | 4.14K |
AMAZON COM INCSOLE | COM | 3.60K | SH | $789.1K 0.52% | 0.00 | 0.00 | 3.60K |
ISHARES TRSOLE | S&P 100 ETF | 2.57K | SH | $783.4K 0.52% | 0.00 | 0.00 | 2.57K |
ISHARES TRSOLE | RUS 1000 ETF | 1.88K | SH | $638.7K 0.42% | 0.00 | 0.00 | 1.88K |
BROADCOM INCSOLE | COM | 2.30K | SH | $633.2K 0.42% | 0.00 | 0.00 | 2.30K |
META PLATFORMS INCSOLE | CL A | 755.00 | SH | $557.3K 0.37% | 0.00 | 0.00 | 755.00 |
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