GOLDEN ROAD ADVISORS LLC — 13F Holdings

2026 Q2  ·  68 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, GOLDEN ROAD ADVISORS LLC maintained a portfolio of 68 distinct positions. The most significant new addition was MICRON TECHNOLOGY INC, now representing 0.33% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 509.7%.
Position History hover any row below to update
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GOLDEN ROAD ADVISORS LLC Los Angeles, CA RIA AUM $206M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
68
Quarter
2026 Q2
Top Holding
VUG (29.3%)
Top 10 Concentration
83.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 68
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VUG
VANGUARD INDEX ...
Warrant 29.28% 28.92% #1
Prev: #1
9.0
—
585,952 509.7%
P
S
700,912 $60,376,572 2023 Q4 13F Filing 2026-06-30 2026-08-07
VTV
VANGUARD INDEX ...
ETF 23.31% 24.70% #2
Prev: #2
6.0
—
1,994 0.9%
P
S
220,555 $48,065,452 2023 Q4 13F Filing 2026-06-30 2026-08-07
VB
VANGUARD INDEX ...
ETF 10.13% 10.48% #3
Prev: #3
5.5
—
-561 -0.8%
P
S
68,897 $20,883,940 2023 Q4 13F Filing 2026-06-30 2026-08-07
VOO
VANGUARD INDEX ...
ETF 6.41% 6.68% #4
Prev: #4
3.6
—
-170 -0.9%
P
S
19,239 $13,213,408 2023 Q4 13F Filing 2026-06-30 2026-08-07
VONG
VANGUARD SCOTTS...
ETF 3.33% 3.35% #5 1
Prev: #6
2.3
—
838 1.6%
P
S
53,797 $6,875,795 2023 Q4 13F Filing 2026-06-30 2026-08-07
VONV
VANGUARD SCOTTS...
ETF 3.24% 3.40% #6 1
Prev: #5
1.8
—
-85 -0.1%
P
S
62,907 $6,687,643 2023 Q4 13F Filing 2026-06-30 2026-08-07
VEA
VANGUARD TAX-MA...
ETF 2.71% 2.87% #7
Prev: #7
1.6
—
499 0.6%
P
S
78,384 $5,584,872 2023 Q4 13F Filing 2026-06-30 2026-08-07
AAPL
APPLE INC
Technology 1.76% 1.53% #8 1
Prev: #9
2.7
—
2,018 19.2%
P
S
12,515 $3,621,372 2023 Q4 13F Filing 2026-06-30 2026-08-07
NVDA
NVIDIA CORPORAT...
Technology 1.60% 1.61% #9 1
Prev: #8
1.1
—
455 2.8%
P
S
16,454 $3,292,281 2023 Q4 13F Filing 2026-06-30 2026-08-07
VWO
VANGUARD INTL E...
ETF 1.24% 1.32% #10
Prev: #10
1.0
—
471 1.1%
P
S
42,857 $2,558,111 2023 Q4 13F Filing 2026-06-30 2026-08-07
VTI
VANGUARD INDEX ...
ETF 1.12% 1.10% #11
Prev: #11
2.4
—
334 5.6%
P
S
6,264 $2,317,931 2023 Q4 13F Filing 2026-06-30 2026-08-07
IWF
ISHARES TR
ETF 0.82% 0.81% #12 1
Prev: #13
3.3
—
10,277 310.0%
P
S
13,592 $1,687,719 2023 Q4 13F Filing 2026-06-30 2026-08-07
RJF
RAYMOND JAMES F...
Financial Services 0.73% 0.84% #13 1
Prev: #12
0.8
—
-144 -1.4%
P
S
9,917 $1,507,678 2025 Q2 13F Filing 2026-06-30 2026-08-07
AMZN
AMAZON COM INC
Consumer Cyclical 0.67% 0.61% #14 1
Prev: #15
2.3
—
689 13.5%
P
S
5,808 $1,384,279 2023 Q4 13F Filing 2026-06-30 2026-08-07
GOOGL
ALPHABET INC
Communication Services 0.61% 0.54% #15 4
Prev: #19
2.2
—
212 6.5%
P
S
3,492 $1,247,936 2023 Q4 13F Filing 2026-06-30 2026-08-07
VXF
VANGUARD INDEX ...
ETF 0.60% 0.60% #16 1
Prev: #17
0.7
—
-31 -0.6%
P
S
5,007 $1,232,815 2023 Q4 13F Filing 2026-06-30 2026-08-07
VONE
VANGUARD SCOTTS...
ETF 0.58% 0.60% #17 1
Prev: #16
1.2
—
no change no change
P
S
3,520 $1,192,294 2023 Q4 13F Filing 2026-06-30 2026-08-07
MSFT
MICROSOFT CORP
Technology 0.57% 0.62% #18 4
Prev: #14
2.2
—
239 8.2%
P
S
3,166 $1,180,981 2023 Q4 13F Filing 2026-06-30 2026-08-07
VTWO
VANGUARD SCOTTS...
ETF 0.55% 0.55% #19 1
Prev: #18
0.7
—
-126 -1.3%
P
S
9,388 $1,139,891 2023 Q4 13F Filing 2026-06-30 2026-08-07
AVGO
BROADCOM INC
Technology 0.52% 0.50% #20 1
Prev: #21
0.7
—
43 1.5%
P
S
2,861 $1,080,743 2023 Q4 13F Filing 2026-06-30 2026-08-07
IWD
ISHARES TR
ETF 0.49% 0.52% #21 1
Prev: #20
0.7
—
-94 -2.2%
P
S
4,154 $1,007,054 2023 Q4 13F Filing 2026-06-30 2026-08-07
GOOG
ALPHABET INC
Communication Services 0.49% 0.45% #22 1
Prev: #23
0.7
—
117 4.3%
P
S
2,841 $1,003,811 2023 Q4 13F Filing 2026-06-30 2026-08-07
ESGV
VANGUARD WORLD ...
ETF 0.48% 0.50% #23 1
Prev: #22
0.7
—
-129 -1.7%
P
S
7,552 $998,676 2023 Q4 13F Filing 2026-06-30 2026-08-07
OEF
ISHARES TR
ETF 0.39% 0.40% #24
Prev: #24
1.2
—
no change no change
P
S
2,180 $797,597 2023 Q4 13F Filing 2026-06-30 2026-08-07
MU
MICRON TECHNOLO...
Technology 0.33% — #25
Prev: #—
3.6
—
595 —
NEW
 595 $686,803 2026 Q2 13F Filing 2026-06-30 2026-08-07
VGT
VANGUARD WORLD ...
ETF 0.33% 0.28% #26 8
Prev: #34
3.1
—
4,957 700.1%
P
S
5,665 $677,089 2025 Q3 13F Filing 2026-06-30 2026-08-07
META
META PLATFORMS ...
Communication Services 0.32% 0.35% #27
Prev: #27
2.1
—
92 8.5%
P
S
1,169 $658,486 2023 Q4 13F Filing 2026-06-30 2026-08-07
BIV
VANGUARD BD IND...
Bond/Debt 0.32% 0.35% #28
Prev: #28
2.1
—
652 8.3%
P
S
8,518 $653,331 2024 Q1 13F Filing 2026-06-30 2026-08-07
VTIP
VANGUARD MALVER...
ETF 0.31% 0.37% #29 3
Prev: #26
0.6
—
207 1.6%
P
S
12,907 $648,319 2023 Q4 13F Filing 2026-06-30 2026-08-07
IWB
ISHARES TR
ETF 0.31% 0.32% #30
Prev: #30
1.1
—
no change no change
P
S
1,571 $643,324 2023 Q4 13F Filing 2026-06-30 2026-08-07
MO
ALTRIA GROUP IN...
Consumer Defensive 0.31% — #31
Prev: #—
3.6
—
8,892 —
NEW
 8,892 $639,779 2026 Q2 13F Filing 2026-06-30 2026-08-07
IEFA
ISHARES TR
ETF 0.31% 0.34% #32 3
Prev: #29
0.6
—
-22 -0.3%
P
S
6,590 $636,462 2023 Q4 13F Filing 2026-06-30 2026-08-07
WMT
WALMART INC
Consumer Defensive 0.31% 0.40% #33 8
Prev: #25
0.6
—
41 0.7%
P
S
5,610 $635,396 2024 Q3 13F Filing 2026-06-30 2026-08-07
TSLA
TESLA INC
Consumer Cyclical 0.31% 0.30% #34 2
Prev: #32
2.1
—
81 5.7%
P
S
1,496 $629,218 2023 Q4 13F Filing 2026-06-30 2026-08-07
JPM
JPMORGAN CHASE ...
Financial Services 0.30% 0.30% #35 2
Prev: #33
2.1
—
128 7.3%
P
S
1,880 $615,380 2023 Q4 13F Filing 2026-06-30 2026-08-07
LLY
ELI LILLY & CO
Healthcare 0.29% 0.26% #36 1
Prev: #35
0.6
—
4 0.8%
P
S
492 $590,120 2023 Q4 13F Filing 2026-06-30 2026-08-07
AMD
ADVANCED MICRO ...
Technology 0.28% 0.12% #37 16
Prev: #53
0.6
—
3 0.3%
P
S
991 $575,682 2026 Q1 13F Filing 2026-06-30 2026-08-07
BRK/B
BERKSHIRE HATHA...
Financial Services 0.26% 0.31% #38 7
Prev: #31
0.6
—
-52 -4.7%
P
S
1,063 $531,915 2023 Q4 13F Filing 2026-06-30 2026-08-07
PDP
INVESCO EXCHANG...
ETF 0.23% 0.22% #39 2
Prev: #37
1.1
—
no change no change
P
S
3,175 $481,743 2023 Q4 13F Filing 2026-06-30 2026-08-07
JNJ
JOHNSON & JOHNS...
Healthcare 0.22% 0.24% #40 4
Prev: #36
0.6
—
77 4.5%
P
S
1,801 $457,400 2023 Q4 13F Filing 2026-06-30 2026-08-07
AMAT
APPLIED MATLS I...
Technology 0.19% — #41
Prev: #—
3.6
—
542 —
NEW
 542 $391,866 2026 Q2 13F Filing 2026-06-30 2026-08-07
V
VISA INC
Financial Services 0.19% 0.17% #42 1
Prev: #41
2.1
—
111 11.1%
P
S
1,115 $382,545 2024 Q1 13F Filing 2026-06-30 2026-08-07
EFA
ISHARES TR
ETF 0.18% 0.20% #43 4
Prev: #39
1.1
—
no change no change
P
S
3,542 $367,943 2025 Q2 13F Filing 2026-06-30 2026-08-07
ABBV
ABBVIE INC
Healthcare 0.16% 0.14% #44 3
Prev: #47
2.1
—
175 15.4%
P
S
1,311 $329,900 2025 Q3 13F Filing 2026-06-30 2026-08-07
LRCX
LAM RESEARCH CO...
Technology 0.16% — #45
Prev: #—
3.6
—
747 —
NEW
 747 $323,698 2026 Q2 13F Filing 2026-06-30 2026-08-07
KLAC
KLA CORP
Technology 0.16% — #46
Prev: #—
3.6
—
1,066 —
NEW
 1,066 $321,623 2026 Q2 13F Filing 2026-06-30 2026-08-07
ZION
ZIONS BANCORPOR...
Financial Services 0.15% — #47
Prev: #—
3.6
—
4,546 —
NEW
 4,546 $314,538 2026 Q2 13F Filing 2026-06-30 2026-08-07
XOM
EXXON MOBIL COR...
Energy 0.15% 0.21% #48 10
Prev: #38
0.6
—
66 3.1%
P
S
2,202 $301,057 2025 Q3 13F Filing 2026-06-30 2026-08-07
INTC
INTEL CORP
Technology 0.14% — #49
Prev: #—
3.6
—
2,082 —
NEW
 2,082 $290,710 2026 Q2 13F Filing 2026-06-30 2026-08-07
IEMG
ISHARES INC
ETF 0.14% 0.14% #50 1
Prev: #49
0.6
—
-31 -0.9%
P
S
3,469 $287,372 2025 Q3 13F Filing 2026-06-30 2026-08-07
Showing 1-50 of 68 holdings

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