Latest GOLDEN ROAD ADVISORS LLC Stock Portfolio
GOLDEN ROAD ADVISORS LLC Performance:
2025 Q2: 1.59%YTD: 0.52%2024: 2.75%
Performance for 2025 Q2 is 1.59%, and YTD is 0.52%, and 2024 is 2.75%.
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 $150.4 Millions as of 30 Jun, 2025.
The top stock holdings of GOLDEN ROAD ADVISORS LLC are VB, VB, VB. The fund has invested 30.6% of it's portfolio in VANGUARD INDEX FDS and 23.9% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH) stocks. They significantly reduced their stock positions in MICROSOFT CORP (MSFT), VANGUARD SCOTTSDALE FDS (BNDW) and APPLE INC (AAPL). GOLDEN ROAD ADVISORS LLC opened new stock positions in RAYMOND JAMES FINL INC (RJF), WALMART INC (WMT) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IBCE) and VANGUARD SCOTTSDALE FDS (BNDW).
The top stock holdings of GOLDEN ROAD ADVISORS LLC are VB, VB, VB. The fund has invested 30.6% of it's portfolio in VANGUARD INDEX FDS and 23.9% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH) stocks. They significantly reduced their stock positions in MICROSOFT CORP (MSFT), VANGUARD SCOTTSDALE FDS (BNDW) and APPLE INC (AAPL). GOLDEN ROAD ADVISORS LLC opened new stock positions in RAYMOND JAMES FINL INC (RJF), WALMART INC (WMT) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IBCE) and VANGUARD SCOTTSDALE FDS (BNDW).
GOLDEN ROAD ADVISORS LLC Annual Return Estimates Vs S&P 500
Our best estimate is that GOLDEN ROAD ADVISORS LLC made a return of 1.59% in the last quarter. In trailing 12 months, it's portfolio return was 1.21%.
New Buys
| Ticker | $ Bought |
|---|---|
| raymond james finl inc | 1,475,720 |
| walmart inc | 474,244 |
| ishares tr | 316,619 |
| netflix inc | 291,930 |
New stocks bought by GOLDEN ROAD ADVISORS LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 41.63 |
| ishares tr | 14.64 |
| vanguard scottsdale fds | 14.5 |
| vanguard scottsdale fds | 12.61 |
| vanguard index fds | 12.49 |
| vanguard bd index fds | 10.51 |
| alphabet inc | 9.88 |
| vanguard index fds | 6.91 |
Additions to existing portfolio by GOLDEN ROAD ADVISORS LLC
Reductions
| Ticker | % Reduced |
|---|---|
| microsoft corp | -28.85 |
| vanguard scottsdale fds | -21.73 |
| apple inc | -15.83 |
| ishares tr | -6.87 |
| vanguard malvern fds | -2.8 |
| alphabet inc | -1.09 |
| oracle corp | -0.12 |
GOLDEN ROAD ADVISORS LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| unitedhealth group inc | -205,834 |
GOLDEN ROAD ADVISORS LLC got rid off the above stocks
Sector Distribution
GOLDEN ROAD ADVISORS LLC has about 92.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 92.1 |
| Technology | 3.8 |
| Financial Services | 1.6 |
| Communication Services | 1.1 |
Market Cap. Distribution
GOLDEN ROAD ADVISORS LLC has about 6.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 92.1 |
| MEGA-CAP | 6.9 |
Stocks belong to which Index?
About 7.9% of the stocks held by GOLDEN ROAD ADVISORS LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 92.1 |
| S&P 500 | 7.9 |
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 41 stocks in it's portfolio. About 86.7% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for GOLDEN ROAD ADVISORS LLC last quarter.
Last Reported on: 04 Aug, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| VB | vanguard index fds | 30.61 | 104,994 | 46,029,500 | added | 5.59 | ||
Historical Trend of VANGUARD INDEX FDS Position Held By GOLDEN ROAD ADVISORS LLCWhat % of Portfolio is VB?:Number of VB shares held:Change in No. of Shares Held: | ||||||||
| VB | vanguard index fds | 23.94 | 203,699 | 36,001,600 | added | 4.71 | ||
| VB | vanguard index fds | 10.76 | 68,263 | 16,176,600 | added | 1.21 | ||
| VB | vanguard index fds | 7.80 | 20,646 | 11,727,400 | added | 6.91 | ||
| BNDW | vanguard scottsdale fds | 3.65 | 50,333 | 5,496,360 | added | 14.5 | ||
| BNDW | vanguard scottsdale fds | 3.35 | 59,075 | 5,033,780 | added | 12.61 | ||
| VEA | vanguard tax-managed fds | 2.76 | 72,786 | 4,149,540 | added | 3.15 | ||
| NVDA | nvidia corporation | 1.36 | 12,938 | 2,044,080 | added | 5.97 | ||
| VEU | vanguard intl equity index f | 1.35 | 41,014 | 2,028,580 | added | 3.48 | ||
| AAPL | apple inc | 1.15 | 8,412 | 1,725,910 | reduced | -15.83 | ||
| RJF | raymond james finl inc | 0.98 | 9,622 | 1,475,720 | new | |||
| VB | vanguard index fds | 0.98 | 4,862 | 1,477,710 | added | 41.63 | ||
| IJR | ishares tr | 0.97 | 3,447 | 1,463,530 | added | 0.12 | ||
| VTIP | vanguard malvern fds | 0.72 | 21,492 | 1,080,400 | reduced | -2.8 | ||
| VB | vanguard index fds | 0.68 | 5,303 | 1,021,970 | added | 12.49 | ||
| BNDW | vanguard scottsdale fds | 0.66 | 3,520 | 988,627 | unchanged | 0.00 | ||
| MSFT | microsoft corp | 0.65 | 1,975 | 982,385 | reduced | -28.85 | ||
| BNDW | vanguard scottsdale fds | 0.58 | 10,073 | 878,567 | reduced | -21.73 | ||
| EDV | vanguard world fd | 0.56 | 7,681 | 842,145 | added | 2.25 | ||
| IJR | ishares tr | 0.53 | 4,137 | 803,530 | added | 1.32 | ||
