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Latest GOLDEN ROAD ADVISORS LLC Stock Portfolio

$173Million | No. of Holdings #53

GOLDEN ROAD ADVISORS LLC Performance

2026 Q1-3.92%
YTD-3.92%
2025+15.02%

About GOLDEN ROAD ADVISORS LLC and 13F Hedge Fund Stock Holdings

On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, GOLDEN ROAD ADVISORS LLC reported an equity portfolio of $173.6 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of GOLDEN ROAD ADVISORS LLC are VB, VB, VB. The fund has invested 28.9% of it's portfolio in VANGUARD INDEX FDS and 24.7% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off SPDR S&P MIDCAP 400 ETF TR (MDY) and BANK AMERICA CORP (BAC) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), ISHARES TR (IJR) and VANGUARD SCOTTSDALE FDS (BNDW). GOLDEN ROAD ADVISORS LLC opened new stock positions in RAYMOND JAMES FINL INC (RJF), PALANTIR TECHNOLOGIES INC (PLTR) and ISHARES GOLD TR (IAU). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), VANGUARD BD INDEX FDS (BIV) and VANGUARD INDEX FDS (VB).
GOLDEN ROAD ADVISORS LLC Equity Portfolio Value
Last Reported on: 29 Apr, 2026
$173Million
  as of Apr 29, 2026

GOLDEN ROAD ADVISORS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that GOLDEN ROAD ADVISORS LLC made a return of -3.92% in the last quarter. In trailing 12 months, it's portfolio return was 16.3%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
raymond james finl inc1,456,800
palantir technologies inc303,970
ishares gold tr297,364
philip morris intl inc216,595
ge aerospace202,896
advanced micro devices inc200,989
New stocks bought by GOLDEN ROAD ADVISORS LLC

Additions

Ticker% Inc.
walmart inc113
vanguard bd index fds49.74
vanguard index fds24.84
netflix inc.21.72
costco wholesale corporation20.00
amazon com inc15.47
johnson & johnson15.01
mastercard incorporated12.36
Additions to existing portfolio by GOLDEN ROAD ADVISORS LLC

Reductions

Ticker% Reduced
apple inc-18.17
ishares tr-4.55
ishares tr-4.38
vanguard scottsdale fds-4.17
ishares tr-3.39
invesco exchange traded fd t-1.85
microsoft corp-1.61
vanguard malvern fds-1.37
GOLDEN ROAD ADVISORS LLC reduced stake in above stock

Sold off

Ticker$ Sold
bank america corp-203,995
spdr s&p midcap 400 etf tr-306,466
GOLDEN ROAD ADVISORS LLC got rid off the above stocks

Sector Distribution

GOLDEN ROAD ADVISORS LLC has about 89.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
Sector%
Others89.6
Technology4.7
Financial Services1.5
Communication Services1.5

Market Cap. Distribution

GOLDEN ROAD ADVISORS LLC has about 9.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED89.6
MEGA-CAP9.5

Stocks belong to which Index?

About 10.2% of the stocks held by GOLDEN ROAD ADVISORS LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others89.8
S&P 50010.2
Top 5 Winners (%)%
XOM
exxon mobil corp
38.5 %
JNJ
johnson & johnson
16.7 %
COST
costco wholesale corporation
14.1 %
WMT
walmart inc
8.2 %
RTX
rtx corporation
5.1 %
Top 5 Winners ($)$
VB
vanguard index fds
1.1 M
VB
vanguard index fds
0.3 M
VEA
vanguard tax-managed fds
0.1 M
XOM
exxon mobil corp
0.1 M
BNDW
vanguard scottsdale fds
0.1 M
Top 5 Losers (%)%
ORCL
oracle corp
-23.5 %
MSFT
microsoft corp
-23.3 %
TSLA
tesla inc
-16.6 %
LLY
eli lilly & co
-13.9 %
V
visa inc
-13.2 %
Top 5 Losers ($)$
VB
vanguard index fds
-5.8 M
BNDW
vanguard scottsdale fds
-0.6 M
VB
vanguard index fds
-0.6 M
MSFT
microsoft corp
-0.3 M
AAPL
apple inc
-0.2 M

GOLDEN ROAD ADVISORS LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of GOLDEN ROAD ADVISORS LLC

GOLDEN ROAD ADVISORS LLC has 53 stocks in it's portfolio. About 84.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for GOLDEN ROAD ADVISORS LLC last quarter.

$173.60MTotal Value
55.00Positions
29 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of GOLDEN ROAD ADVISORS LLC, last reported on 29 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
GOLDEN ROAD ADVISORS LLC's holding in Vanguard Bd Index Fds over time
0.35%7,866
$607.1K
0.35%
increased 49.74 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
GOLDEN ROAD ADVISORS LLC's holding in Vanguard Scottsdale Fds over time
3.4%62,992
$5.90M
3.4%
decreased 0.57 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
GOLDEN ROAD ADVISORS LLC's holding in Vanguard Scottsdale Fds over time
3.35%52,959
$5.81M
3.35%
increased 0.66 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
GOLDEN ROAD ADVISORS LLC's holding in Vanguard Scottsdale Fds over time
0.6%3,520
$1.04M
0.6%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
GOLDEN ROAD ADVISORS LLC's holding in Vanguard Scottsdale Fds over time
0.55%9,514
$953.0K
0.55%
decreased 4.17 percentreduced
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
GOLDEN ROAD ADVISORS LLC's holding in Invesco Exchange Traded Fd T over time
0.22%3,175
$383.4K
0.22%
decreased 1.85 percentreduced
EDV
Vanguard World Fd

Vanguard World Fd

EDV
GOLDEN ROAD ADVISORS LLC's holding in Vanguard World Fd over time
0.5%7,681
$862.3K
0.5%
increased 2.25 percentadded
EMGF
Ishares Inc

Ishares Inc

EMGF
GOLDEN ROAD ADVISORS LLC's holding in Ishares Inc over time
0.14%3,500
$244.1K
0.14%
increased 5.07 percentadded
IAU
Ishares Gold Tr

Ishares Gold Tr

IAU
GOLDEN ROAD ADVISORS LLC's holding in Ishares Gold Tr over time
0.17%3,373
$297.4K
0.17%
new position
IBCE
Ishares Tr

Ishares Tr

IBCE
GOLDEN ROAD ADVISORS LLC's holding in Ishares Tr over time
0.34%6,612
$598.6K
0.34%
increased 4.03 percentadded