GOLDEN ROAD ADVISORS LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, GOLDEN ROAD ADVISORS LLC held in its portfolio 49 assets valued at $175,644,632 (i.e. $175.65M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($54.73M), VANGUARD INDEX FDS ($41.82M), and VANGUARD INDEX FDS ($17.57M).
The chart below shows the top 10 valuable assets, and the table below shows the top 49 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
GOLDEN ROAD ADVISORS LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 112188 | 54732647 | GROWTH ETF |
| VANGUARD INDEX FDS | 218949 | 41817032 | VALUE ETF |
| VANGUARD INDEX FDS | 68122 | 17572168 | SMALL CP ETF |
| VANGUARD INDEX FDS | 19631 | 12311063 | S&P 500 ETF SHS |
| VANGUARD SCOTTSDALE FDS | 52611 | 6405389 | VNG RUS1000GRW |
| VANGUARD SCOTTSDALE FDS | 63350 | 5847205 | VNG RUS1000VAL |
| VANGUARD TAX-MANAGED FDS | 78478 | 4902508 | VAN FTSE DEV MKT |
| APPLE INC | 12828 | 3487420 | COM |
| NVIDIA CORPORATION | 14431 | 2691382 | COM |
| VANGUARD INTL EQUITY INDEX F | 42688 | 2294880 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 4750 | 1592533 | TOTAL STK MKT |
| ISHARES TR | 3323 | 1572776 | RUS 1000 GRW ETF |
| MICROSOFT CORP | 2975 | 1438770 | COM |
| VANGUARD SCOTTSDALE FDS | 3520 | 1087821 | VNG RUS1000IDX |
| AMAZON COM INC | 4433 | 1023225 | COM |
| VANGUARD INDEX FDS | 4861 | 1016567 | EXTEND MKT ETF |
| VANGUARD SCOTTSDALE FDS | 9928 | 988035 | VNG RUS2000IDX |
| ISHARES TR | 4397 | 924865 | RUS 1000 VAL ETF |
| ALPHABET INC | 2944 | 921472 | CAP STK CL A |
| VANGUARD WORLD FD | 7512 | 908652 | ESG US STK ETF |
| BROADCOM INC | 2530 | 875633 | COM |
| ISHARES TR | 2284 | 783343 | S&P 100 ETF |
| ALPHABET INC | 2485 | 779793 | CAP STK CL C |
| META PLATFORMS INC | 976 | 644248 | CL A |
| VANGUARD MALVERN FDS | 12876 | 636847 | STRM INFPROIDX |
| ISHARES TR | 1571 | 586674 | RUS 1000 ETF |
| TESLA INC | 1269 | 570695 | COM |
| ISHARES TR | 6356 | 568608 | CORE MSCI EAFE |
| JPMORGAN CHASE & CO. | 1596 | 514263 | COM |
| VANGUARD WORLD FD | 666 | 502017 | INF TECH ETF |
| BERKSHIRE HATHAWAY INC DEL | 997 | 501142 | CL B NEW |
| ELI LILLY & CO | 447 | 480382 | COM |
| VANGUARD BD INDEX FDS | 5253 | 409104 | INTERMED TERM |
| INVESCO EXCHANGE TRADED FD T | 3235 | 376568 | DORSEY WRIGHT MO |
| ISHARES TR | 3542 | 340138 | MSCI EAFE ETF |
| VISA INC | 898 | 314938 | COM CL A |
| JOHNSON & JOHNSON | 1499 | 310218 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 508 | 306466 | UTSER1 S&PDCRP |
| ORACLE CORP | 1506 | 293534 | COM |
| WALMART INC | 2603 | 290000 | COM |
| ABBVIE INC | 1092 | 249511 | COM |
| MASTERCARD INCORPORATED | 437 | 249475 | CL A |
| RTX CORPORATION | 1288 | 236219 | COM |
| EXXON MOBIL CORP | 1949 | 234543 | COM |
| ISHARES INC | 3331 | 223910 | CORE MSCI EMKT |
| ISHARES TR | 3314 | 218724 | CORE S&P MCP ETF |
| NETFLIX INC | 2182 | 204584 | COM |
| BANK AMERICA CORP | 3709 | 203995 | COM |
| COSTCO WHSL CORP NEW | 235 | 202650 | COM |
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