Q2 2026 13F · SEC CIK 2014454

Golden Road Advisors LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $206.2M
Reported positions: 67
Top holdings a year, 3 yrs: +18.0%
Assets under management: $237.7M

Golden Road Advisors LLC is a wealth manager that reported 67 positions worth $206.2M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Vanguard Index Fds (VUG, 29.3%), Vanguard Index Fds (VTV, 23.3%), Vanguard Index Fds (VB, 10.1%). A portfolio copying its top holdings returned 18.0% a year over the last 3 years, against 18.4% for the S&P 500.

Golden Road Advisors LLC holdings largest 50 of 67 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Golden Road Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VUGVanguard Index Fds	29.3%	28.9%	700,912	+509.7%	$60.4M
VTVVanguard Index Fds	23.3%	24.7%	220,555	+0.9%	$48.1M
VBVanguard Index Fds	10.1%	10.5%	68,897	-0.8%	$20.9M
VOOVanguard Index Fds	6.4%	6.7%	19,239	-0.9%	$13.2M
VONGVanguard Scottsdale Fds	3.3%	3.3%	53,797	+1.6%	$6.9M
VONVVanguard Scottsdale Fds	3.2%	3.4%	62,907	-0.1%	$6.7M
VEAVanguard Ftse Developed Markets Index Fu	2.7%	2.9%	78,384	+0.6%	$5.6M
AAPLApple Inc	1.8%	1.5%	12,515	+19.2%	$3.6M
NVDANvidia Corporation	1.6%	1.6%	16,454	+2.8%	$3.3M
VWOVanguard Intl Equity Index F	1.2%	1.3%	42,857	+1.1%	$2.6M
VTIVanguard Index Fds	1.1%	1.1%	6,264	+5.6%	$2.3M
IWFIshares Tr	0.8%	0.8%	13,592	+310.0%	$1.7M
RJFRaymond James Finl Inc	0.7%	0.8%	9,917	-1.4%	$1.5M
AMZNAmazon Com Inc	0.7%	0.6%	5,808	+13.5%	$1.4M
GOOGLAlphabet Inc	0.6%	0.5%	3,492	+6.5%	$1.2M
VXFVanguard Index Fds	0.6%	0.6%	5,007	-0.6%	$1.2M
VONEVanguard Scottsdale Fds	0.6%	0.6%	3,520	+0.0%	$1.2M
MSFTMicrosoft Corp	0.6%	0.6%	3,166	+8.2%	$1.2M
VTWOVanguard Scottsdale Fds	0.6%	0.5%	9,388	-1.3%	$1.1M
AVGOBroadcom Inc	0.5%	0.5%	2,861	+1.5%	$1.1M
IWDIshares Tr	0.5%	0.5%	4,154	-2.2%	$1.0M
GOOGAlphabet Inc	0.5%	0.5%	2,841	+4.3%	$1.0M
ESGVVanguard World Fd	0.5%	0.5%	7,552	-1.7%	$999K
OEFIshares Tr	0.4%	0.4%	2,180	+0.0%	$798K
MUMicron Technology Inc	0.3%	—	595	—	$687K
VGTVanguard World Fd	0.3%	0.3%	5,665	+700.1%	$677K
METAMeta Platforms Inc	0.3%	0.4%	1,169	+8.5%	$658K
BIVVanguard Bd Index Fds	0.3%	0.3%	8,518	+8.3%	$653K
VTIPVanguard Malvern Fds	0.3%	0.4%	12,907	+1.6%	$648K
IWBIshares Tr	0.3%	0.3%	1,571	+0.0%	$643K
MOAltria Group Inc	0.3%	—	8,892	—	$640K
IEFAIshares Tr	0.3%	0.3%	6,590	-0.3%	$636K
WMTWalmart Inc	0.3%	0.4%	5,610	+0.7%	$635K
TSLATesla Inc	0.3%	0.3%	1,496	+5.7%	$629K
JPMJpmorgan Chase & Co	0.3%	0.3%	1,880	+7.3%	$615K
LLYEli Lilly & Co	0.3%	0.3%	492	+0.8%	$590K
AMDAdvanced Micro Devices Inc	0.3%	—	991	—	$576K
BRK-BBerkshire Hathaway Inc Del	0.3%	0.3%	1,063	-4.7%	$532K
PDPInvesco Exchange Traded Fd T	0.2%	0.2%	3,175	+0.0%	$482K
JNJJohnson & Johnson	0.2%	0.2%	1,801	+4.5%	$457K
AMATApplied Matls Inc	0.2%	—	542	—	$392K
VVisa Inc	0.2%	0.2%	1,115	+11.1%	$383K
EFAIshares Tr	0.2%	0.2%	3,542	+0.0%	$368K
ABBVAbbvie Inc	0.2%	0.1%	1,311	+15.4%	$330K
LRCXLam Research Corp	0.2%	—	747	—	$324K
KLACKla Corp	0.2%	—	1,066	—	$322K
ZIONZions Bancorporation Natl As	0.2%	—	4,546	—	$315K
XOMExxon Mobil Corp	0.1%	0.2%	2,202	+3.1%	$301K
INTCIntel Corp	0.1%	—	2,082	—	$291K
IEMGIshares Inc	0.1%	0.1%	3,469	-0.9%	$287K

What Golden Road Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard World Fd+700.1% shares
VUG Vanguard Index Fds+509.7% shares
IWF Ishares Tr+310.0% shares
AAPL Apple Inc+19.2% shares
ABBV Abbvie Inc+15.4% shares
AMZN Amazon Com Inc+13.5% shares
V Visa Inc+11.1% shares
META Meta Platforms Inc+8.5% shares

Reduced

No position shrank by more than 5%.

Left the top 50

PLTR Palantir Technologies Incwas 0.2%
IAU Ishares Gold Trwas 0.2%
COST Costco Wholesale Corporationwas 0.2%
RTX Rtx Corporationwas 0.1%
NFLX Netflix Inc.was 0.1%
ORCL Oracle Corpwas 0.1%
MA Mastercard Incorporatedwas 0.1%
PM Philip Morris Intl Incwas 0.1%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.1% /yr; S&P 500 +20.1%
3 years: +18.0% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$206.2M	67
Q1 2026	$173.6M	53
Q4 2025	$175.6M	49
Q3 2025	$172.8M	53
Q2 2025	$150.4M	41
Q1 2025	$128.1M	38
Q4 2024	$132.2M	39
Q3 2024	$127.7M	38
Q2 2024	$121.3M	36
Q1 2024	$120.4M	37
Q4 2023	$104.6M	35

Questions about Golden Road Advisors LLC's portfolio

What stocks does Golden Road Advisors LLC own?

Golden Road Advisors LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 67 positions worth $206.2M. The largest are Vanguard Index Fds (VUG) at 29.3%, Vanguard Index Fds (VTV) at 23.3%, Vanguard Index Fds (VB) at 10.1%, Vanguard Index Fds (VOO) at 6.4% and Vanguard Scottsdale Fds (VONG) at 3.3%.

What did Golden Road Advisors LLC buy last quarter?

In Q2 2026, Golden Road Advisors LLC added Vanguard World Fd (VGT) (+700.1% shares), Vanguard Index Fds (VUG) (+509.7% shares) and Ishares Tr (IWF) (+310.0% shares), compared with its Q1 2026 filing.

What did Golden Road Advisors LLC sell last quarter?

In Q2 2026, Golden Road Advisors LLC cut from its top 50 Palantir Technologies Inc (PLTR), cut from its top 50 Ishares Gold Tr (IAU), cut from its top 50 Costco Wholesale Corporation (COST), cut from its top 50 Rtx Corporation (RTX) and cut from its top 50 Netflix Inc. (NFLX), compared with its Q1 2026 filing.

How has Golden Road Advisors LLC's portfolio performed?

A portfolio copying Golden Road Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.0% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +21.1% against +20.1%.

When is Golden Road Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Golden Road Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Golden Road Advisors LLC manage?

Golden Road Advisors LLC reported $237.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $206.2M.