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Golden Road Advisors Llc

Portfolio Manager
Golden Road Advisors Llc
Performance
-4.01% (2026 Q1)
AUM (13F)
$173.60M
# of Holdings
53
Performance Rank
Allocation (Top 20)
91.65%

Golden Road Advisors Llc Holdings Map

Top 50 Golden Road Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VUG
VANGUARD INDEX FDS
28.92%115.0K$50.2M
+2.47%(+2.77K)
2025-Q1: 99.4K shares2025-Q2: 105.0K shares2025-Q3: 108.4K shares2025-Q4: 112.2K shares2026-Q1: 115.0K shares
$52.74(+65.94%)
2026-03-31
VTV
VANGUARD INDEX FDS
24.7%218.6K$42.9M
-0.18%(-388)
2025-Q1: 194.5K shares2025-Q2: 203.7K shares2025-Q3: 210.7K shares2025-Q4: 218.9K shares2026-Q1: 218.6K shares
$150.82(+38.16%)
2026-03-31
VB
VANGUARD INDEX FDS
10.48%69.5K$18.2M
+1.96%(+1.34K)
2025-Q1: 67.4K shares2025-Q2: 68.3K shares2025-Q3: 68.8K shares2025-Q4: 68.1K shares2026-Q1: 69.5K shares
$206.94(+38.05%)
2026-03-31
VOO
VANGUARD INDEX FDS
6.68%19.4K$11.6M
-1.13%(-222)
2025-Q1: 19.3K shares2025-Q2: 20.6K shares2025-Q3: 19.6K shares2025-Q4: 19.6K shares2026-Q1: 19.4K shares
$432.03(+57.95%)
2026-03-31
VONV
VANGUARD SCOTTSDALE FDS
3.4%63.0K$5.9M
-0.57%(-358)
2025-Q1: 52.5K shares2025-Q2: 59.1K shares2025-Q3: 60.5K shares2025-Q4: 63.4K shares2026-Q1: 63.0K shares
$72.69(+41.62%)
2026-03-31
VONG
VANGUARD SCOTTSDALE FDS
3.35%53.0K$5.8M
+0.66%(+348)
2025-Q1: 44.0K shares2025-Q2: 50.3K shares2025-Q3: 51.4K shares2025-Q4: 52.6K shares2026-Q1: 53.0K shares
$78.98(+62.04%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
2.87%77.9K$5.0M
-0.76%(-593)
2025-Q1: 70.6K shares2025-Q2: 72.8K shares2025-Q3: 77.7K shares2025-Q4: 78.5K shares2026-Q1: 77.9K shares
$47.45(+48.86%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.61%16.0K$2.8M
+10.87%(+1.57K)
2025-Q1: 12.2K shares2025-Q2: 12.9K shares2025-Q3: 20.0K shares2025-Q4: 14.4K shares2026-Q1: 16.0K shares
$104.59(+115.92%)
2026-03-31
AAPL
APPLE INC
1.53%10.5K$2.7M
-18.17%(-2.33K)
2025-Q1: 10.0K shares2025-Q2: 8.4K shares2025-Q3: 14.7K shares2025-Q4: 12.8K shares2026-Q1: 10.5K shares
$209.94(+42.36%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
1.32%42.4K$2.3M
-0.71%(-302)
2025-Q1: 39.6K shares2025-Q2: 41.0K shares2025-Q3: 42.2K shares2025-Q4: 42.7K shares2026-Q1: 42.4K shares
$41.46(+44.57%)
2026-03-31

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