Filed: 2/2/2026ACC: 0001951757-26-000333
📋 What this filing means
GOLDEN ROAD ADVISORS LLC filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $175.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$175.64M
Total AUM (reported)
802.55K
Total Shares
Allocation by class
GROWTH ETF$54.73M31.2%
VALUE ETF$41.82M23.8%
SMALL CP ETF$17.57M10.0%
COM$13.31M7.6%
S&P 500 ETF SHS$12.31M7.0%
VNG RUS1000GRW$6.41M3.6%
VNG RUS1000VAL$5.85M3.3%
Portfolio Concentration
Top 3$114.12M65.0%
4–10$37.94M21.6%
11–25$15.19M8.7%
Rest$8.39M4.8%
Top 3 weight
65.0%
Top 10 weight
86.6%
Voting Authority Distribution
Total shares with voting rights: 802.55K
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
802.55K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole24
Shared0
Other25
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings49
Rows:
VANGUARD INDEX FDS
SOLEShares112.19K
TypeSH
Market value$54.73M
31.16%
Sole
0.00
Shared
0.00
None
112.19K
VANGUARD INDEX FDS
SOLEShares218.95K
TypeSH
Market value$41.82M
23.81%
Sole
0.00
Shared
0.00
None
218.95K
VANGUARD INDEX FDS
SOLEShares68.12K
TypeSH
Market value$17.57M
10.00%
Sole
0.00
Shared
0.00
None
68.12K
VANGUARD INDEX FDS
SOLEShares19.63K
TypeSH
Market value$12.31M
7.01%
Sole
0.00
Shared
0.00
None
19.63K
VANGUARD SCOTTSDALE FDS
SOLEShares52.61K
TypeSH
Market value$6.41M
3.65%
Sole
0.00
Shared
0.00
None
52.61K
VANGUARD SCOTTSDALE FDS
SOLEShares63.35K
TypeSH
Market value$5.85M
3.33%
Sole
0.00
Shared
0.00
None
63.35K
VANGUARD TAX-MANAGED FDS
SOLEShares78.48K
TypeSH
Market value$4.90M
2.79%
Sole
0.00
Shared
0.00
None
78.48K
APPLE INC
DFNDShares12.83K
TypeSH
Market value$3.49M
1.99%
Sole
0.00
Shared
0.00
None
12.83K
NVIDIA CORPORATION
DFNDShares14.43K
TypeSH
Market value$2.69M
1.53%
Sole
0.00
Shared
0.00
None
14.43K
VANGUARD INTL EQUITY INDEX F
SOLEShares42.69K
TypeSH
Market value$2.29M
1.31%
Sole
0.00
Shared
0.00
None
42.69K
VANGUARD INDEX FDS
SOLEShares4.75K
TypeSH
Market value$1.59M
0.91%
Sole
0.00
Shared
0.00
None
4.75K
ISHARES TR
DFNDShares3.32K
TypeSH
Market value$1.57M
0.90%
Sole
0.00
Shared
0.00
None
3.32K
MICROSOFT CORP
DFNDShares2.98K
TypeSH
Market value$1.44M
0.82%
Sole
0.00
Shared
0.00
None
2.98K
VANGUARD SCOTTSDALE FDS
SOLEShares3.52K
TypeSH
Market value$1.09M
0.62%
Sole
0.00
Shared
0.00
None
3.52K
AMAZON COM INC
DFNDShares4.43K
TypeSH
Market value$1.02M
0.58%
Sole
0.00
Shared
0.00
None
4.43K
VANGUARD INDEX FDS
SOLEShares4.86K
TypeSH
Market value$1.02M
0.58%
Sole
0.00
Shared
0.00
None
4.86K
VANGUARD SCOTTSDALE FDS
SOLEShares9.93K
TypeSH
Market value$988.0K
0.56%
Sole
0.00
Shared
0.00
None
9.93K
ISHARES TR
DFNDShares4.40K
TypeSH
Market value$924.9K
0.53%
Sole
0.00
Shared
0.00
None
4.40K
ALPHABET INC
DFNDShares2.94K
TypeSH
Market value$921.5K
0.52%
Sole
0.00
Shared
0.00
None
2.94K
VANGUARD WORLD FD
SOLEShares7.51K
TypeSH
Market value$908.7K
0.52%
Sole
0.00
Shared
0.00
None
7.51K
BROADCOM INC
DFNDShares2.53K
TypeSH
Market value$875.6K
0.50%
Sole
0.00
Shared
0.00
None
2.53K
ISHARES TR
SOLEShares2.28K
TypeSH
Market value$783.3K
0.45%
Sole
0.00
Shared
0.00
None
2.28K
ALPHABET INC
DFNDShares2.48K
TypeSH
Market value$779.8K
0.44%
Sole
0.00
Shared
0.00
None
2.48K
META PLATFORMS INC
DFNDShares976.00
TypeSH
Market value$644.2K
0.37%
Sole
0.00
Shared
0.00
None
976.00
VANGUARD MALVERN FDS
SOLEShares12.88K
TypeSH
Market value$636.8K
0.36%
Sole
0.00
Shared
0.00
None
12.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 112.19K | SH | $54.73M 31.16% | 0.00 | 0.00 | 112.19K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 218.95K | SH | $41.82M 23.81% | 0.00 | 0.00 | 218.95K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 68.12K | SH | $17.57M 10.00% | 0.00 | 0.00 | 68.12K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 19.63K | SH | $12.31M 7.01% | 0.00 | 0.00 | 19.63K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 52.61K | SH | $6.41M 3.65% | 0.00 | 0.00 | 52.61K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 63.35K | SH | $5.85M 3.33% | 0.00 | 0.00 | 63.35K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 78.48K | SH | $4.90M 2.79% | 0.00 | 0.00 | 78.48K |
APPLE INCDFND | COM | 12.83K | SH | $3.49M 1.99% | 0.00 | 0.00 | 12.83K |
NVIDIA CORPORATIONDFND | COM | 14.43K | SH | $2.69M 1.53% | 0.00 | 0.00 | 14.43K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 42.69K | SH | $2.29M 1.31% | 0.00 | 0.00 | 42.69K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.75K | SH | $1.59M 0.91% | 0.00 | 0.00 | 4.75K |
ISHARES TRDFND | RUS 1000 GRW ETF | 3.32K | SH | $1.57M 0.90% | 0.00 | 0.00 | 3.32K |
MICROSOFT CORPDFND | COM | 2.98K | SH | $1.44M 0.82% | 0.00 | 0.00 | 2.98K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 3.52K | SH | $1.09M 0.62% | 0.00 | 0.00 | 3.52K |
AMAZON COM INCDFND | COM | 4.43K | SH | $1.02M 0.58% | 0.00 | 0.00 | 4.43K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 4.86K | SH | $1.02M 0.58% | 0.00 | 0.00 | 4.86K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 9.93K | SH | $988.0K 0.56% | 0.00 | 0.00 | 9.93K |
ISHARES TRDFND | RUS 1000 VAL ETF | 4.40K | SH | $924.9K 0.53% | 0.00 | 0.00 | 4.40K |
ALPHABET INCDFND | CAP STK CL A | 2.94K | SH | $921.5K 0.52% | 0.00 | 0.00 | 2.94K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 7.51K | SH | $908.7K 0.52% | 0.00 | 0.00 | 7.51K |
BROADCOM INCDFND | COM | 2.53K | SH | $875.6K 0.50% | 0.00 | 0.00 | 2.53K |
ISHARES TRSOLE | S&P 100 ETF | 2.28K | SH | $783.3K 0.45% | 0.00 | 0.00 | 2.28K |
ALPHABET INCDFND | CAP STK CL C | 2.48K | SH | $779.8K 0.44% | 0.00 | 0.00 | 2.48K |
META PLATFORMS INCDFND | CL A | 976.00 | SH | $644.2K 0.37% | 0.00 | 0.00 | 976.00 |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 12.88K | SH | $636.8K 0.36% | 0.00 | 0.00 | 12.88K |
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