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Latest GOLDEN ROAD ADVISORS LLC Stock Portfolio

GOLDEN ROAD ADVISORS LLC Performance:
2026 Q1: -3.92%YTD: -3.92%2025: 15.02%
Performance for 2026 Q1 is -3.92%, and YTD is -3.92%, and 2025 is 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.

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.

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 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.

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.

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.

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.

Last Reported on: 29 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions