Latest GOLDEN ROAD ADVISORS LLC Stock Portfolio
GOLDEN ROAD ADVISORS LLC Performance:
2025 Q4: 1.32%YTD: 14.18%2024: 20.76%
Performance for 2025 Q4 is 1.32%, and YTD is 14.18%, and 2024 is 20.76%.
About GOLDEN ROAD ADVISORS LLC and 13F Hedge Fund Stock Holdings
On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, GOLDEN ROAD ADVISORS LLC reported an equity portfolio of $175.6 Millions as of 31 Dec, 2025.
The top stock holdings of GOLDEN ROAD ADVISORS LLC are VB, VB, VB. The fund has invested 31.2% of it's portfolio in VANGUARD INDEX FDS and 23.8% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off RAYMOND JAMES FINL INC (RJF), VANGUARD SPECIALIZED FUNDS (VIG) and ISHARES GOLD TR (IAU) stocks. They significantly reduced their stock positions in JPMORGAN CHASE & CO. (JPM), NVIDIA CORPORATION (NVDA) and ISHARES TR (IJR). GOLDEN ROAD ADVISORS LLC opened new stock positions in SPDR S&P MIDCAP 400 ETF TR (MDY) and BANK AMERICA CORP (BAC). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), VANGUARD BD INDEX FDS (BIV) and VANGUARD INDEX FDS (VB).
The top stock holdings of GOLDEN ROAD ADVISORS LLC are VB, VB, VB. The fund has invested 31.2% of it's portfolio in VANGUARD INDEX FDS and 23.8% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off RAYMOND JAMES FINL INC (RJF), VANGUARD SPECIALIZED FUNDS (VIG) and ISHARES GOLD TR (IAU) stocks. They significantly reduced their stock positions in JPMORGAN CHASE & CO. (JPM), NVIDIA CORPORATION (NVDA) and ISHARES TR (IJR). GOLDEN ROAD ADVISORS LLC opened new stock positions in SPDR S&P MIDCAP 400 ETF TR (MDY) and BANK AMERICA CORP (BAC). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), VANGUARD BD INDEX FDS (BIV) and VANGUARD INDEX FDS (VB).
GOLDEN ROAD ADVISORS LLC Annual Return Estimates Vs S&P 500
Our best estimate is that GOLDEN ROAD ADVISORS LLC made a return of 1.32% in the last quarter. In trailing 12 months, it's portfolio return was 14.18%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| spdr s&p midcap 400 etf tr | 306,466 |
| bank america corp | 203,995 |
New stocks bought by GOLDEN ROAD ADVISORS LLC
Additions
| Ticker | % Inc. |
|---|---|
| netflix inc | 809 |
| vanguard bd index fds | 31.52 |
| vanguard index fds | 11.06 |
| visa inc | 7.03 |
| meta platforms inc | 6.78 |
| abbvie inc | 6.12 |
| ishares tr | 5.49 |
| walmart inc | 5.34 |
Additions to existing portfolio by GOLDEN ROAD ADVISORS LLC
Reductions
| Ticker | % Reduced |
|---|---|
| jpmorgan chase & co. | -31.03 |
| nvidia corporation | -27.97 |
| ishares tr | -16.48 |
| apple inc | -12.95 |
| microsoft corp | -12.45 |
| oracle corp | -10.62 |
| johnson & johnson | -10.29 |
| vanguard malvern fds | -8.8 |
GOLDEN ROAD ADVISORS LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| raymond james finl inc | -1,423,600 |
| ishares gold tr | -363,850 |
| procter and gamble co | -283,945 |
| vanguard specialized funds | -373,532 |
| vanguard whitehall fds | -220,305 |
| home depot inc | -245,545 |
GOLDEN ROAD ADVISORS LLC got rid off the above stocks
Sector Distribution
GOLDEN ROAD ADVISORS LLC has about 90.8% of it's holdings in Others sector.
- Others
- Technology
- Communication Services
| Sector | % |
|---|---|
| Others | 90.8 |
| Technology | 5 |
| Communication Services | 1.5 |
Market Cap. Distribution
GOLDEN ROAD ADVISORS LLC has about 9.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 90.8 |
| MEGA-CAP | 9.1 |
Stocks belong to which Index?
About 9.2% of the stocks held by GOLDEN ROAD ADVISORS LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 90.8 |
| S&P 500 | 9.2 |
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 49 stocks in it's portfolio. About 86.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. VB was the most profitable stock for GOLDEN ROAD ADVISORS LLC last quarter.
Last Reported on: 02 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.99 | 12,828 | 3,487,420 | reduced | -12.95 | ||
| ABBV | abbvie inc | 0.14 | 1,092 | 249,511 | added | 6.12 | ||
| AMZN | amazon com inc | 0.58 | 4,433 | 1,023,220 | reduced | -0.14 | ||
| AVGO | broadcom inc | 0.50 | 2,530 | 875,633 | added | 0.24 | ||
| BAC | bank america corp | 0.12 | 3,709 | 203,995 | new | |||
| BIV | vanguard bd index fds | 0.23 | 5,253 | 409,104 | added | 31.52 | ||
| BNDW | vanguard scottsdale fds | 3.65 | 52,611 | 6,405,390 | added | 2.41 | ||
| BNDW | vanguard scottsdale fds | 3.33 | 63,350 | 5,847,200 | added | 4.75 | ||
| BNDW | vanguard scottsdale fds | 0.62 | 3,520 | 1,087,820 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 0.56 | 9,928 | 988,035 | reduced | -1.77 | ||
| COST | costco whsl corp new | 0.12 | 235 | 202,650 | reduced | -8.56 | ||
| CSD | invesco exchange traded fd t | 0.21 | 3,235 | 376,568 | reduced | -5.3 | ||
| EDV | vanguard world fd | 0.52 | 7,512 | 908,652 | reduced | -0.45 | ||
| EMGF | ishares inc | 0.13 | 3,331 | 223,910 | reduced | -0.15 | ||
| GOOG | alphabet inc | 0.52 | 2,944 | 921,472 | reduced | -0.24 | ||
| GOOG | alphabet inc | 0.44 | 2,485 | 779,793 | added | 0.85 | ||
| HD | home depot inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| IAU | ishares gold tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| IBCE | ishares tr | 0.32 | 6,356 | 568,608 | added | 1.45 | ||
| IJR | ishares tr | 0.90 | 3,323 | 1,572,780 | reduced | -3.2 | ||