Filed: 11/7/2025ACC: 0001951757-25-001325
📋 What this filing means
GOLDEN ROAD ADVISORS LLC filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $172.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$172.79M
Total AUM (reported)
807.71K
Total Shares
Allocation by class
GROWTH ETF$51.98M30.1%
VALUE ETF$39.30M22.7%
SMALL CP ETF$17.48M10.1%
COM$16.88M9.8%
S&P 500 ETF SHS$12.00M6.9%
VNG RUS1000GRW$6.19M3.6%
VNG RUS1000VAL$5.40M3.1%
Portfolio Concentration
Top 3$108.76M62.9%
4–10$38.03M22.0%
11–25$15.76M9.1%
Rest$10.23M5.9%
Top 3 weight
62.9%
Top 10 weight
85.0%
Voting Authority Distribution
Total shares with voting rights: 807.71K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
48.60K
shares
% of voting shares6.0%
None
No voting authority
759.10K
shares
% of voting shares94.0%
Investment Discretion (by position count)
Sole29
Shared0
Other24
Dominant voting typeNone · 94.0% of voting shares
Institutional Holdings53
Rows:
VANGUARD INDEX FDS
SOLEShares108.37K
TypeSH
Market value$51.98M
30.08%
Sole
0.00
Shared
0.00
None
108.37K
VANGUARD INDEX FDS
SOLEShares210.75K
TypeSH
Market value$39.30M
22.75%
Sole
0.00
Shared
0.00
None
210.75K
VANGUARD INDEX FDS
SOLEShares68.75K
TypeSH
Market value$17.48M
10.12%
Sole
0.00
Shared
0.00
None
68.75K
VANGUARD INDEX FDS
SOLEShares19.60K
TypeSH
Market value$12.00M
6.95%
Sole
0.00
Shared
0.00
None
19.60K
VANGUARD SCOTTSDALE FDS
SOLEShares51.38K
TypeSH
Market value$6.19M
3.58%
Sole
0.00
Shared
0.00
None
51.38K
VANGUARD SCOTTSDALE FDS
SOLEShares60.48K
TypeSH
Market value$5.40M
3.13%
Sole
0.00
Shared
0.00
None
60.48K
VANGUARD TAX-MANAGED FDS
SOLEShares77.69K
TypeSH
Market value$4.66M
2.69%
Sole
0.00
Shared
0.00
None
77.69K
APPLE INC
DFNDShares14.74K
TypeSH
Market value$3.75M
2.17%
Sole
0.00
Shared
6.49K
None
8.25K
NVIDIA CORPORATION
DFNDShares20.03K
TypeSH
Market value$3.74M
2.16%
Sole
0.00
Shared
11.23K
None
8.80K
VANGUARD INTL EQUITY INDEX F
SOLEShares42.20K
TypeSH
Market value$2.29M
1.32%
Sole
0.00
Shared
0.00
None
42.20K
MICROSOFT CORP
DFNDShares3.40K
TypeSH
Market value$1.76M
1.02%
Sole
0.00
Shared
2.31K
None
1.08K
ISHARES TR
SOLEShares3.43K
TypeSH
Market value$1.61M
0.93%
Sole
0.00
Shared
0.00
None
3.43K
RAYMOND JAMES FINL INC
SOLEShares8.25K
TypeSH
Market value$1.42M
0.82%
Sole
0.00
Shared
0.00
None
8.25K
VANGUARD INDEX FDS
SOLEShares4.28K
TypeSH
Market value$1.40M
0.81%
Sole
0.00
Shared
0.00
None
4.28K
VANGUARD SCOTTSDALE FDS
SOLEShares3.52K
TypeSH
Market value$1.06M
0.62%
Sole
0.00
Shared
0.00
None
3.52K
VANGUARD INDEX FDS
SOLEShares4.99K
TypeSH
Market value$1.04M
0.60%
Sole
0.00
Shared
0.00
None
4.99K
VANGUARD SCOTTSDALE FDS
SOLEShares10.11K
TypeSH
Market value$988.7K
0.57%
Sole
0.00
Shared
0.00
None
10.11K
AMAZON COM INC
DFNDShares4.44K
TypeSH
Market value$974.7K
0.56%
Sole
0.00
Shared
4.39K
None
50.00
VANGUARD WORLD FD
SOLEShares7.55K
TypeSH
Market value$893.7K
0.52%
Sole
0.00
Shared
0.00
None
7.55K
ISHARES TR
SOLEShares4.17K
TypeSH
Market value$848.6K
0.49%
Sole
0.00
Shared
0.00
None
4.17K
BROADCOM INC
DFNDShares2.52K
TypeSH
Market value$832.7K
0.48%
Sole
0.00
Shared
2.52K
None
0.00
ISHARES TR
SOLEShares2.28K
TypeSH
Market value$760.2K
0.44%
Sole
0.00
Shared
0.00
None
2.28K
JPMORGAN CHASE & CO.
DFNDShares2.31K
TypeSH
Market value$729.9K
0.42%
Sole
0.00
Shared
1.53K
None
783.00
ALPHABET INC
DFNDShares2.95K
TypeSH
Market value$717.4K
0.42%
Sole
0.00
Shared
2.90K
None
50.00
VANGUARD MALVERN FDS
SOLEShares14.12K
TypeSH
Market value$714.8K
0.41%
Sole
0.00
Shared
0.00
None
14.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 108.37K | SH | $51.98M 30.08% | 0.00 | 0.00 | 108.37K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 210.75K | SH | $39.30M 22.75% | 0.00 | 0.00 | 210.75K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 68.75K | SH | $17.48M 10.12% | 0.00 | 0.00 | 68.75K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 19.60K | SH | $12.00M 6.95% | 0.00 | 0.00 | 19.60K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 51.38K | SH | $6.19M 3.58% | 0.00 | 0.00 | 51.38K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 60.48K | SH | $5.40M 3.13% | 0.00 | 0.00 | 60.48K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 77.69K | SH | $4.66M 2.69% | 0.00 | 0.00 | 77.69K |
APPLE INCDFND | COM | 14.74K | SH | $3.75M 2.17% | 0.00 | 6.49K | 8.25K |
NVIDIA CORPORATIONDFND | COM | 20.03K | SH | $3.74M 2.16% | 0.00 | 11.23K | 8.80K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 42.20K | SH | $2.29M 1.32% | 0.00 | 0.00 | 42.20K |
MICROSOFT CORPDFND | COM | 3.40K | SH | $1.76M 1.02% | 0.00 | 2.31K | 1.08K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 3.43K | SH | $1.61M 0.93% | 0.00 | 0.00 | 3.43K |
RAYMOND JAMES FINL INCSOLE | COM | 8.25K | SH | $1.42M 0.82% | 0.00 | 0.00 | 8.25K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.28K | SH | $1.40M 0.81% | 0.00 | 0.00 | 4.28K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 3.52K | SH | $1.06M 0.62% | 0.00 | 0.00 | 3.52K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 4.99K | SH | $1.04M 0.60% | 0.00 | 0.00 | 4.99K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 10.11K | SH | $988.7K 0.57% | 0.00 | 0.00 | 10.11K |
AMAZON COM INCDFND | COM | 4.44K | SH | $974.7K 0.56% | 0.00 | 4.39K | 50.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 7.55K | SH | $893.7K 0.52% | 0.00 | 0.00 | 7.55K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 4.17K | SH | $848.6K 0.49% | 0.00 | 0.00 | 4.17K |
BROADCOM INCDFND | COM | 2.52K | SH | $832.7K 0.48% | 0.00 | 2.52K | 0.00 |
ISHARES TRSOLE | S&P 100 ETF | 2.28K | SH | $760.2K 0.44% | 0.00 | 0.00 | 2.28K |
JPMORGAN CHASE & CO.DFND | COM | 2.31K | SH | $729.9K 0.42% | 0.00 | 1.53K | 783.00 |
ALPHABET INCDFND | CAP STK CL A | 2.95K | SH | $717.4K 0.42% | 0.00 | 2.90K | 50.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 14.12K | SH | $714.8K 0.41% | 0.00 | 0.00 | 14.12K |
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