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Golden Road Advisors 13F Portfolio

Portfolio Manager
Golden Road Advisors LLC
Performance
+14.80% (2026 Q2)
AUM (13F)
$206.19M
# of Holdings
67
Performance Rank
Allocation (Top 20)
89.78%
Latest filing
Q2 2026

Golden Road Advisors LLC Holdings Map

Top 50 Golden Road Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VUG
VANGUARD INDEX FDS
29.28%700.9K$60.4M
+1.62%(+11.15K)
2025-Q2: 630.0K shares2025-Q3: 650.2K shares2025-Q4: 673.1K shares2026-Q1: 689.8K shares2026-Q2: 700.9K shares
$53.14(+67.61%)
2026-06-30
VTV
VANGUARD INDEX FDS
23.31%220.6K$48.1M
+0.91%(+1.99K)
2025-Q2: 203.7K shares2025-Q3: 210.7K shares2025-Q4: 218.9K shares2026-Q1: 218.6K shares2026-Q2: 220.6K shares
$151.31(+49.23%)
2026-06-30
VB
VANGUARD INDEX FDS
10.13%68.9K$20.9M
-0.81%(-561)
2025-Q2: 68.3K shares2025-Q3: 68.8K shares2025-Q4: 68.1K shares2026-Q1: 69.5K shares2026-Q2: 68.9K shares
$206.94(+48.07%)
2026-06-30
VOO
VANGUARD INDEX FDS
6.41%19.2K$13.2M
-0.88%(-170)
2025-Q2: 20.6K shares2025-Q3: 19.6K shares2025-Q4: 19.6K shares2026-Q1: 19.4K shares2026-Q2: 19.2K shares
$432.03(+64.58%)
2026-06-30
VONG
VANGUARD SCOTTSDALE FDS
3.33%53.8K$6.9M
+1.58%(+838)
2025-Q2: 50.3K shares2025-Q3: 51.4K shares2025-Q4: 52.6K shares2026-Q1: 53.0K shares2026-Q2: 53.8K shares
$79.57(+60.83%)
2026-06-30
VONV
VANGUARD SCOTTSDALE FDS
3.24%62.9K$6.7M
-0.13%(-85)
2025-Q2: 59.1K shares2025-Q3: 60.5K shares2025-Q4: 63.4K shares2026-Q1: 63.0K shares2026-Q2: 62.9K shares
$72.69(+55.89%)
2026-06-30
VEA
VANGUARD TAX-MANAGED FDS
2.71%78.4K$5.6M
+0.64%(+499)
2025-Q2: 72.8K shares2025-Q3: 77.7K shares2025-Q4: 78.5K shares2026-Q1: 77.9K shares2026-Q2: 78.4K shares
$47.57(+53.43%)
2026-06-30
AAPL
APPLE INC
1.76%12.5K$3.6M
+19.22%(+2.02K)
2025-Q2: 8.4K shares2025-Q3: 14.7K shares2025-Q4: 12.8K shares2026-Q1: 10.5K shares2026-Q2: 12.5K shares
$219.30(+39.84%)
2026-06-30
NVDA
NVIDIA CORPORATION
1.6%16.5K$3.3M
+2.84%(+455)
2025-Q2: 12.9K shares2025-Q3: 20.0K shares2025-Q4: 14.4K shares2026-Q1: 16.0K shares2026-Q2: 16.5K shares
$106.75(+106.53%)
2026-06-30
VWO
VANGUARD INTL EQUITY INDEX F
1.24%42.9K$2.6M
+1.11%(+471)
2025-Q2: 41.0K shares2025-Q3: 42.2K shares2025-Q4: 42.7K shares2026-Q1: 42.4K shares2026-Q2: 42.9K shares
$41.62(+45.13%)
2026-06-30

About Golden Road Advisors LLCโ€™s portfolio

Golden Road Advisors LLC reports $206.19M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are VUG (29.3%), VTV (23.3%) and VB (10.1%). The top 20 holdings account for 89.78% of reported assets. Its disclosed equity book has returned +53.71% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VUG โ€” 29.9% ($60.38M)VTV โ€” 23.8% ($48.07M)VB โ€” 10.3% ($20.88M)VOO โ€” 6.5% ($13.21M)VONG โ€” 3.4% ($6.88M)VONV โ€” 3.3% ($6.69M)VEA โ€” 2.8% ($5.58M)AAPL โ€” 1.8% ($3.62M)NVDA โ€” 1.6% ($3.29M)VWO โ€” 1.3% ($2.56M)Other โ€” 15.3% ($30.85M)
85%in top 10
  • VUG29.9%
  • VTV23.8%
  • VB10.3%
  • VOO6.5%
  • VONG3.4%
  • VONV3.3%
  • VEA2.8%
  • AAPL1.8%
  • NVDA1.6%
  • VWO1.3%
  • Other15.3%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
7
MUMICRON TECHNOLOGY INC0.3%
MOALTRIA GROUP INC0.3%
AMATAPPLIED MATLS INC0.2%
LRCXLAM RESEARCH CORP0.2%
+3 opened
Added to
27
VUGVANGUARD INDEX FDS+1.6%
AAPLAPPLE INC+19.2%
VTVVANGUARD INDEX FDS+0.9%
AMZNAMAZON COM INC+13.5%
+23 more
Trimmed
11
VBVANGUARD INDEX FDS-0.8%
VOOVANGUARD INDEX FDS-0.9%
BRK.BBERKSHIRE HATHAWAY INC DEL-4.7%
IWDISHARES TR-2.2%
+7 more

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Source filings

Holdings on this page are parsed from Golden Road Advisors LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2014454). View Golden Road Advisors LLCโ€™s 13F filings on SEC

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