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Latest GOLDEN ROAD ADVISORS LLC Stock Portfolio

GOLDEN ROAD ADVISORS LLC Performance:
2025 Q3: 1.27%YTD: 1.74%2024: 3.09%
Performance for 2025 Q3 is 1.27%, and YTD is 1.74%, and 2024 is 3.09%.

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

In it's latest 13F Holdings report, GOLDEN ROAD ADVISORS LLC reported an equity portfolio of $172.8 Millions as of 30 Sep, 2025.

The top stock holdings of GOLDEN ROAD ADVISORS LLC are VB, VB, VB. The fund has invested 30.1% of it's portfolio in VANGUARD INDEX FDS and 22.8% of portfolio in VANGUARD INDEX FDS.

They significantly reduced their stock positions in WALMART INC (WMT), VANGUARD MALVERN FDS (VTIP) and RAYMOND JAMES FINL INC (RJF). GOLDEN ROAD ADVISORS LLC opened new stock positions in VANGUARD WORLD FD (VAW), VANGUARD SPECIALIZED FUNDS (VIG) and ISHARES GOLD TR (IAU). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL), JPMORGAN CHASE & CO. (JPM) and MICROSOFT CORP (MSFT).

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

Our best estimate is that GOLDEN ROAD ADVISORS LLC made a return of 1.27% in the last quarter. In trailing 12 months, it's portfolio return was 2.46%.

New Buys

Ticker$ Bought
vanguard world fd524,881
vanguard specialized funds373,532
ishares gold tr363,850
johnson & johnson309,837
procter and gamble co283,945
home depot inc245,545
abbvie inc238,255
rtx corporation229,577
New stocks bought by GOLDEN ROAD ADVISORS LLC

Additions

Ticker% Inc.
apple inc75.19
jpmorgan chase & co.72.56
microsoft corp72.05
nvidia corporation54.85
tesla inc25.37
amazon com inc23.41
berkshire hathaway inc del22.74
meta platforms inc21.06
Additions to existing portfolio by GOLDEN ROAD ADVISORS LLC

Reductions

Ticker% Reduced
walmart inc-49.05
vanguard malvern fds-34.31
raymond james finl inc-14.28
vanguard index fds-12.03
ishares tr-11.27
vanguard index fds-5.9
vanguard index fds-5.08
vanguard world fd-1.76
GOLDEN ROAD ADVISORS LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by GOLDEN ROAD ADVISORS LLC

Sector Distribution

GOLDEN ROAD ADVISORS LLC has about 88.8% of it's holdings in Others sector.

Sector%
Others88.8
Technology6.1
Financial Services1.6
Communication Services1.3

Market Cap. Distribution

GOLDEN ROAD ADVISORS LLC has about 10.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED88.8
MEGA-CAP10.3

Stocks belong to which Index?

About 11.2% of the stocks held by GOLDEN ROAD ADVISORS LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others88.8
S&P 50011.2
Top 5 Winners (%)%
GOOG
alphabet inc
30.3 %
GOOG
alphabet inc
29.8 %
TSLA
tesla inc
29.5 %
ORCL
oracle corp
27.4 %
AVGO
broadcom inc
17.6 %
Top 5 Winners ($)$
AAPL
apple inc
0.4 M
NVDA
nvidia corporation
0.4 M
RJF
raymond james finl inc
0.2 M
GOOG
alphabet inc
0.2 M
IJR
ishares tr
0.2 M
Top 5 Losers (%)%
NFLX
netflix inc
-9.6 %
COST
costco whsl corp new
-5.8 %
V
visa inc
-3.3 %
LLY
eli lilly & co
-1.9 %
META
meta platforms inc
-0.4 %
Top 5 Losers ($)$
NFLX
netflix inc
0.0 M
COST
costco whsl corp new
0.0 M
V
visa inc
0.0 M
LLY
eli lilly & co
0.0 M
META
meta platforms inc
0.0 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 85% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for GOLDEN ROAD ADVISORS LLC last quarter.

Last Reported on: 07 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions