Filed: 4/29/2026ACC: 0001951757-26-000755
📋 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 $173.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$173.60M
Total AUM (reported)
828.63K
Total Shares
Allocation by class
GROWTH ETF$50.21M28.9%
VALUE ETF$42.88M24.7%
SMALL CP ETF$18.19M10.5%
COM$14.61M8.4%
S&P 500 ETF SHS$11.60M6.7%
VNG RUS1000VAL$5.90M3.4%
VNG RUS1000GRW$5.81M3.3%
Portfolio Concentration
Top 3$111.29M64.1%
4–10$36.05M20.8%
11–25$15.70M9.0%
Rest$10.56M6.1%
Top 3 weight
64.1%
Top 10 weight
84.9%
Voting Authority Distribution
Total shares with voting rights: 828.63K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
2.07K
shares
% of voting shares0.2%
None
No voting authority
826.57K
shares
% of voting shares99.8%
Investment Discretion (by position count)
Sole22
Shared0
Other31
Dominant voting typeNone · 99.8% of voting shares
Institutional Holdings53
Rows:
VANGUARD INDEX FDS
DFNDShares114.96K
TypeSH
Market value$50.21M
28.92%
Sole
0.00
Shared
0.00
None
114.96K
VANGUARD INDEX FDS
SOLEShares218.56K
TypeSH
Market value$42.88M
24.70%
Sole
0.00
Shared
0.00
None
218.56K
VANGUARD INDEX FDS
SOLEShares69.46K
TypeSH
Market value$18.19M
10.48%
Sole
0.00
Shared
0.00
None
69.46K
VANGUARD INDEX FDS
DFNDShares19.41K
TypeSH
Market value$11.60M
6.68%
Sole
0.00
Shared
0.00
None
19.41K
VANGUARD SCOTTSDALE FDS
SOLEShares62.99K
TypeSH
Market value$5.90M
3.40%
Sole
0.00
Shared
0.00
None
62.99K
VANGUARD SCOTTSDALE FDS
SOLEShares52.96K
TypeSH
Market value$5.81M
3.35%
Sole
0.00
Shared
0.00
None
52.96K
VANGUARD TAX-MANAGED FDS
SOLEShares77.89K
TypeSH
Market value$4.99M
2.87%
Sole
0.00
Shared
0.00
None
77.89K
NVIDIA CORPORATION
DFNDShares16K
TypeSH
Market value$2.79M
1.61%
Sole
0.00
Shared
510.00
None
15.49K
APPLE INC
DFNDShares10.50K
TypeSH
Market value$2.66M
1.53%
Sole
0.00
Shared
313.00
None
10.18K
VANGUARD INTL EQUITY INDEX F
SOLEShares42.39K
TypeSH
Market value$2.29M
1.32%
Sole
0.00
Shared
0.00
None
42.39K
VANGUARD INDEX FDS
SOLEShares5.93K
TypeSH
Market value$1.90M
1.10%
Sole
0.00
Shared
0.00
None
5.93K
RAYMOND JAMES FINL INC
SOLEShares10.06K
TypeSH
Market value$1.46M
0.84%
Sole
0.00
Shared
0.00
None
10.06K
ISHARES TR
SOLEShares3.31K
TypeSH
Market value$1.41M
0.81%
Sole
0.00
Shared
0.00
None
3.31K
MICROSOFT CORP
DFNDShares2.93K
TypeSH
Market value$1.08M
0.62%
Sole
0.00
Shared
153.00
None
2.77K
AMAZON COM INC
DFNDShares5.12K
TypeSH
Market value$1.07M
0.61%
Sole
0.00
Shared
226.00
None
4.89K
VANGUARD SCOTTSDALE FDS
SOLEShares3.52K
TypeSH
Market value$1.04M
0.60%
Sole
0.00
Shared
0.00
None
3.52K
VANGUARD INDEX FDS
SOLEShares5.04K
TypeSH
Market value$1.04M
0.60%
Sole
0.00
Shared
0.00
None
5.04K
VANGUARD SCOTTSDALE FDS
SOLEShares9.51K
TypeSH
Market value$953.0K
0.55%
Sole
0.00
Shared
0.00
None
9.51K
ALPHABET INC
DFNDShares3.28K
TypeSH
Market value$943.2K
0.54%
Sole
0.00
Shared
276.00
None
3K
ISHARES TR
SOLEShares4.25K
TypeSH
Market value$907.7K
0.52%
Sole
0.00
Shared
0.00
None
4.25K
BROADCOM INC
DFNDShares2.82K
TypeSH
Market value$872.2K
0.50%
Sole
0.00
Shared
102.00
None
2.72K
VANGUARD WORLD FD
SOLEShares7.68K
TypeSH
Market value$862.3K
0.50%
Sole
0.00
Shared
0.00
None
7.68K
ALPHABET INC
DFNDShares2.72K
TypeSH
Market value$781.4K
0.45%
Sole
0.00
Shared
0.00
None
2.72K
ISHARES TR
SOLEShares2.18K
TypeSH
Market value$693.4K
0.40%
Sole
0.00
Shared
0.00
None
2.18K
WALMART INC
DFNDShares5.57K
TypeSH
Market value$692.1K
0.40%
Sole
0.00
Shared
84.00
None
5.49K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | GROWTH ETF | 114.96K | SH | $50.21M 28.92% | 0.00 | 0.00 | 114.96K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 218.56K | SH | $42.88M 24.70% | 0.00 | 0.00 | 218.56K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 69.46K | SH | $18.19M 10.48% | 0.00 | 0.00 | 69.46K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 19.41K | SH | $11.60M 6.68% | 0.00 | 0.00 | 19.41K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000VAL | 62.99K | SH | $5.90M 3.40% | 0.00 | 0.00 | 62.99K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 52.96K | SH | $5.81M 3.35% | 0.00 | 0.00 | 52.96K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 77.89K | SH | $4.99M 2.87% | 0.00 | 0.00 | 77.89K |
NVIDIA CORPORATIONDFND | COM | 16K | SH | $2.79M 1.61% | 0.00 | 510.00 | 15.49K |
APPLE INCDFND | COM | 10.50K | SH | $2.66M 1.53% | 0.00 | 313.00 | 10.18K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 42.39K | SH | $2.29M 1.32% | 0.00 | 0.00 | 42.39K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.93K | SH | $1.90M 1.10% | 0.00 | 0.00 | 5.93K |
RAYMOND JAMES FINL INCSOLE | COM | 10.06K | SH | $1.46M 0.84% | 0.00 | 0.00 | 10.06K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 3.31K | SH | $1.41M 0.81% | 0.00 | 0.00 | 3.31K |
MICROSOFT CORPDFND | COM | 2.93K | SH | $1.08M 0.62% | 0.00 | 153.00 | 2.77K |
AMAZON COM INCDFND | COM | 5.12K | SH | $1.07M 0.61% | 0.00 | 226.00 | 4.89K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000IDX | 3.52K | SH | $1.04M 0.60% | 0.00 | 0.00 | 3.52K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 5.04K | SH | $1.04M 0.60% | 0.00 | 0.00 | 5.04K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 9.51K | SH | $953.0K 0.55% | 0.00 | 0.00 | 9.51K |
ALPHABET INCDFND | CAP STK CL A | 3.28K | SH | $943.2K 0.54% | 0.00 | 276.00 | 3K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 4.25K | SH | $907.7K 0.52% | 0.00 | 0.00 | 4.25K |
BROADCOM INCDFND | COM | 2.82K | SH | $872.2K 0.50% | 0.00 | 102.00 | 2.72K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 7.68K | SH | $862.3K 0.50% | 0.00 | 0.00 | 7.68K |
ALPHABET INCDFND | CAP STK CL C | 2.72K | SH | $781.4K 0.45% | 0.00 | 0.00 | 2.72K |
ISHARES TRSOLE | S&P 100 ETF | 2.18K | SH | $693.4K 0.40% | 0.00 | 0.00 | 2.18K |
WALMART INCDFND | COM | 5.57K | SH | $692.1K 0.40% | 0.00 | 84.00 | 5.49K |
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