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Latest GOLDEN ROAD ADVISORS LLC Stock Portfolio

$206Million | No. of Holdings #67

GOLDEN ROAD ADVISORS LLC Performance

2026 Q2-38.93%
YTD-41.32%
2025+15.02%

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

On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, GOLDEN ROAD ADVISORS LLC reported an equity portfolio of $206.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of GOLDEN ROAD ADVISORS LLC are VB, VB, VB. The fund has invested 29.3% of it's portfolio in VANGUARD INDEX FDS and 23.3% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off NETFLIX INC. (NFLX) stocks. They significantly reduced their stock positions in MASTERCARD INCORPORATED (MA), BERKSHIRE HATHAWAY INC DEL and ISHARES TR (IJR). GOLDEN ROAD ADVISORS LLC opened new stock positions in MICRON TECHNOLOGY INC (MU), ALTRIA GROUP INC (MO) and APPLIED MATLS INC (AMAT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
GOLDEN ROAD ADVISORS LLC Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$206Million
  as of Aug 07, 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 -38.93% in the last quarter. In trailing 12 months, it's portfolio return was -35.47%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
micron technology inc686,803
altria group inc639,779
applied matls inc391,866
lam research corp323,698
kla corp321,623
zions bancorporation natl as314,538
intel corp290,710
cisco sys inc261,701
New stocks bought by GOLDEN ROAD ADVISORS LLC

Additions

Ticker% Inc.
vanguard world fd700
vanguard index fds509
ishares tr310
apple inc19.22
abbvie inc15.4
amazon com inc13.46
philip morris intl inc12.6
visa inc11.06
Additions to existing portfolio by GOLDEN ROAD ADVISORS LLC

Reductions

Ticker% Reduced
mastercard incorporated-7.13
berkshire hathaway inc del-4.66
ishares tr-2.21
vanguard world fd-1.68
palantir technologies inc-1.54
raymond james finl inc-1.43
vanguard scottsdale fds-1.32
ishares inc-0.89
GOLDEN ROAD ADVISORS LLC reduced stake in above stock

Sold off

Ticker$ Sold
netflix inc.-255,374
GOLDEN ROAD ADVISORS LLC got rid off the above stocks

Sector Distribution

GOLDEN ROAD ADVISORS LLC has about 87.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
Sector%
Others87.5
Technology6.2
Financial Services1.7
Communication Services1.4

Market Cap. Distribution

GOLDEN ROAD ADVISORS LLC has about 12.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED87.5
MEGA-CAP11.3
LARGE-CAP1.2

Stocks belong to which Index?

About 12.3% of the stocks held by GOLDEN ROAD ADVISORS LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others87.7
S&P 50012.3
Top 5 Winners (%)%
AMD
advanced micro devices inc
184.8 %
GE
ge aerospace
30.6 %
LLY
eli lilly & co
30.2 %
CSD
invesco exchange traded fd t
25.7 %
GOOG
alphabet inc
23.4 %
Top 5 Winners ($)$
VB
vanguard index fds
4.8 M
VB
vanguard index fds
2.8 M
VB
vanguard index fds
1.7 M
BNDW
vanguard scottsdale fds
1.0 M
BNDW
vanguard scottsdale fds
0.8 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.3 %
IJR
ishares tr
-60.2 %
PLTR
palantir technologies inc
-20.1 %
XOM
exxon mobil corp
-19.2 %
Top 5 Losers ($)$
VB
vanguard index fds
-143.0 M
IJR
ishares tr
-2.6 M
VAW
vanguard world fd
-1.8 M
XOM
exxon mobil corp
-0.1 M
WMT
walmart inc
-0.1 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 67 stocks in it's portfolio. About 83% 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.

$206.19MTotal Value
68.00Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of GOLDEN ROAD ADVISORS LLC, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
0.32%8,518
$653.3K
0.32%
increased 8.29 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
GOLDEN ROAD ADVISORS LLC's holding in Vanguard Scottsdale Fds over time
3.34%53,797
$6.88M
3.34%
increased 1.58 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
GOLDEN ROAD ADVISORS LLC's holding in Vanguard Scottsdale Fds over time
3.24%62,907
$6.69M
3.24%
decreased 0.13 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
GOLDEN ROAD ADVISORS LLC's holding in Vanguard Scottsdale Fds over time
0.58%3,520
$1.19M
0.58%
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%9,388
$1.14M
0.55%
decreased 1.32 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
0.23%3,175
$481.7K
0.23%
unchanged 0 percentunchanged
EDV
Vanguard World Fd

Vanguard World Fd

EDV
GOLDEN ROAD ADVISORS LLC's holding in Vanguard World Fd over time
0.48%7,552
$998.7K
0.48%
decreased 1.68 percentreduced
EMGF
Ishares Inc

Ishares Inc

EMGF
GOLDEN ROAD ADVISORS LLC's holding in Ishares Inc over time
0.14%3,469
$287.4K
0.14%
decreased 0.89 percentreduced