§ 13F · FUND PROFILE
GOLDEN ROAD ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $173M (13F)Positions · 53Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 115K | $50M | 28.9% | +2% |
| 2 | VTV | VANGUARD INDEX FDS | 219K | $43M | 24.7% | ±0% |
| 3 | VB | VANGUARD INDEX FDS | 69K | $18M | 10.5% | +2% |
| 4 | VOO | VANGUARD INDEX FDS | 19K | $12M | 6.7% | −1% |
| 5 | VONV | VANGUARD SCOTTSDALE FDS | 63K | $6M | 3.4% | −1% |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | 53K | $6M | 3.3% | +1% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 78K | $5M | 2.9% | −1% |
| 8 | NVDA | NVIDIA CORPORATION | 16K | $3M | 1.6% | +11% |
| 9 | AAPL | APPLE INC | 10K | $3M | 1.5% | −18% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 42K | $2M | 1.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GOLDEN SIGNAL
AC read
GOLDEN ROAD ADVISORS LLC is a Other fund managing $173 million in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed