GOLDEN ROAD ADVISORS LLC — 13F Holdings

2026 Q1  ·  55 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, GOLDEN ROAD ADVISORS LLC maintained a portfolio of 55 distinct positions. The most significant new addition was RAYMOND JAMES FINL INC, now representing 0.84% of the total fund value. They heavily accumulated shares in WALMART INC, increasing the position by 113.9%.
Position History hover any row below to update
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GOLDEN ROAD ADVISORS LLC Los Angeles, CA RIA AUM $174M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
55
Quarter
2026 Q1
Top Holding
VUG (28.9%)
Top 10 Concentration
84.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 55
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VUG
VANGUARD INDEX ...
Warrant 28.92% 31.16% #1
Prev: #1
6.5
—
2,772 2.5%
P
S
114,960 $50,213,181 2023 Q4 13F Filing 2026-03-31 2026-04-29
VTV
VANGUARD INDEX ...
ETF 24.70% 23.81% #2
Prev: #2
6.0
—
-388 -0.2%
P
S
218,561 $42,881,612 2023 Q4 13F Filing 2026-03-31 2026-04-29
VB
VANGUARD INDEX ...
ETF 10.48% 10.00% #3
Prev: #3
5.5
—
1,336 2.0%
P
S
69,458 $18,192,512 2023 Q4 13F Filing 2026-03-31 2026-04-29
VOO
VANGUARD INDEX ...
ETF 6.68% 7.01% #4
Prev: #4
3.7
—
-222 -1.1%
P
S
19,409 $11,597,732 2023 Q4 13F Filing 2026-03-31 2026-04-29
VONV
VANGUARD SCOTTS...
ETF 3.40% 3.33% #5 1
Prev: #6
2.4
—
-358 -0.6%
P
S
62,992 $5,904,870 2023 Q4 13F Filing 2026-03-31 2026-04-29
VONG
VANGUARD SCOTTS...
ETF 3.35% 3.65% #6 1
Prev: #5
1.8
—
348 0.7%
P
S
52,959 $5,809,073 2023 Q4 13F Filing 2026-03-31 2026-04-29
VEA
VANGUARD TAX-MA...
ETF 2.87% 2.79% #7
Prev: #7
1.6
—
-593 -0.8%
P
S
77,885 $4,990,847 2023 Q4 13F Filing 2026-03-31 2026-04-29
NVDA
NVIDIA CORPORAT...
Technology 1.61% 1.53% #8 1
Prev: #9
2.6
—
1,568 10.9%
P
S
15,999 $2,790,226 2023 Q4 13F Filing 2026-03-31 2026-04-29
AAPL
APPLE INC
Technology 1.53% 1.99% #9 1
Prev: #8
1.1
—
-2,331 -18.2%
P
S
10,497 $2,664,060 2023 Q4 13F Filing 2026-03-31 2026-04-29
VWO
VANGUARD INTL E...
ETF 1.32% 1.31% #10
Prev: #10
1.0
—
-302 -0.7%
P
S
42,386 $2,290,990 2023 Q4 13F Filing 2026-03-31 2026-04-29
VTI
VANGUARD INDEX ...
ETF 1.10% 0.91% #11
Prev: #11
2.9
—
1,180 24.8%
P
S
5,930 $1,902,403 2023 Q4 13F Filing 2026-03-31 2026-04-29
RJF
RAYMOND JAMES F...
Financial Services 0.84% — #12
Prev: #—
3.8
—
10,061 —
NEW
 10,061 $1,456,797 2025 Q2 13F Filing 2026-03-31 2026-04-29
IWF
ISHARES TR
ETF 0.81% 0.90% #13 1
Prev: #12
0.8
—
-8 -0.2%
P
S
3,315 $1,413,516 2023 Q4 13F Filing 2026-03-31 2026-04-29
MSFT
MICROSOFT CORP
Technology 0.62% 0.82% #14 1
Prev: #13
0.7
—
-48 -1.6%
P
S
2,927 $1,083,488 2023 Q4 13F Filing 2026-03-31 2026-04-29
AMZN
AMAZON COM INC
Consumer Cyclical 0.61% 0.58% #15
Prev: #15
2.2
—
686 15.5%
P
S
5,119 $1,066,134 2023 Q4 13F Filing 2026-03-31 2026-04-29
VONE
VANGUARD SCOTTS...
ETF 0.60% 0.62% #16 2
Prev: #14
1.2
—
no change no change
P
S
3,520 $1,038,822 2023 Q4 13F Filing 2026-03-31 2026-04-29
VXF
VANGUARD INDEX ...
ETF 0.60% 0.58% #17 1
Prev: #16
0.7
—
177 3.6%
P
S
5,038 $1,036,855 2023 Q4 13F Filing 2026-03-31 2026-04-29
VTWO
VANGUARD SCOTTS...
ETF 0.55% 0.56% #18 1
Prev: #17
0.7
—
-414 -4.2%
P
S
9,514 $953,017 2023 Q4 13F Filing 2026-03-31 2026-04-29
GOOGL
ALPHABET INC
Communication Services 0.54% 0.52% #19
Prev: #19
2.2
—
336 11.4%
P
S
3,280 $943,197 2023 Q4 13F Filing 2026-03-31 2026-04-29
IWD
ISHARES TR
ETF 0.52% 0.53% #20 2
Prev: #18
0.7
—
-149 -3.4%
P
S
4,248 $907,670 2023 Q4 13F Filing 2026-03-31 2026-04-29
AVGO
BROADCOM INC
Technology 0.50% 0.50% #21
Prev: #21
2.2
—
288 11.4%
P
S
2,818 $872,199 2023 Q4 13F Filing 2026-03-31 2026-04-29
ESGV
VANGUARD WORLD ...
ETF 0.50% 0.52% #22 2
Prev: #20
0.7
—
169 2.2%
P
S
7,681 $862,346 2023 Q4 13F Filing 2026-03-31 2026-04-29
GOOG
ALPHABET INC
Communication Services 0.45% 0.44% #23
Prev: #23
2.2
—
239 9.6%
P
S
2,724 $781,407 2023 Q4 13F Filing 2026-03-31 2026-04-29
OEF
ISHARES TR
ETF 0.40% 0.45% #24 2
Prev: #22
0.7
—
-104 -4.6%
P
S
2,180 $693,393 2023 Q4 13F Filing 2026-03-31 2026-04-29
WMT
WALMART INC
Consumer Defensive 0.40% 0.17% #25 15
Prev: #40
3.2
—
2,966 113.9%
P
S
5,569 $692,135 2024 Q3 13F Filing 2026-03-31 2026-04-29
VTIP
VANGUARD MALVER...
ETF 0.37% 0.36% #26 1
Prev: #25
0.6
—
-176 -1.4%
P
S
12,700 $634,365 2023 Q4 13F Filing 2026-03-31 2026-04-29
META
META PLATFORMS ...
Communication Services 0.35% 0.37% #27 3
Prev: #24
2.1
—
101 10.3%
P
S
1,077 $616,184 2023 Q4 13F Filing 2026-03-31 2026-04-29
BIV
VANGUARD BD IND...
Bond/Debt 0.35% 0.23% #28 5
Prev: #33
2.6
—
2,613 49.7%
P
S
7,866 $607,098 2024 Q1 13F Filing 2026-03-31 2026-04-29
IEFA
ISHARES TR
ETF 0.34% 0.32% #29 1
Prev: #28
0.6
—
256 4.0%
P
S
6,612 $598,584 2023 Q4 13F Filing 2026-03-31 2026-04-29
IWB
ISHARES TR
ETF 0.32% 0.33% #30 4
Prev: #26
1.1
—
no change no change
P
S
1,571 $560,156 2023 Q4 13F Filing 2026-03-31 2026-04-29
BRK/B
BERKSHIRE HATHA...
Financial Services 0.31% 0.29% #31
Prev: #31
2.1
—
118 11.8%
P
S
1,115 $534,308 2023 Q4 13F Filing 2026-03-31 2026-04-29
TSLA
TESLA INC
Consumer Cyclical 0.30% 0.32% #32 5
Prev: #27
2.1
—
146 11.5%
P
S
1,415 $526,026 2023 Q4 13F Filing 2026-03-31 2026-04-29
JPM
JPMORGAN CHASE ...
Financial Services 0.30% 0.29% #33 4
Prev: #29
2.1
—
156 9.8%
P
S
1,752 $515,368 2023 Q4 13F Filing 2026-03-31 2026-04-29
VGT
VANGUARD WORLD ...
ETF 0.28% 0.29% #34 4
Prev: #30
2.1
—
42 6.3%
P
S
708 $494,075 2025 Q3 13F Filing 2026-03-31 2026-04-29
LLY
ELI LILLY & CO
Healthcare 0.26% 0.27% #35 3
Prev: #32
2.1
—
41 9.2%
P
S
488 $448,848 2023 Q4 13F Filing 2026-03-31 2026-04-29
JNJ
JOHNSON & JOHNS...
Healthcare 0.24% 0.18% #36 1
Prev: #37
2.1
—
225 15.0%
P
S
1,724 $421,415 2023 Q4 13F Filing 2026-03-31 2026-04-29
PDP
INVESCO EXCHANG...
ETF 0.22% 0.21% #37 3
Prev: #34
0.6
—
-60 -1.9%
P
S
3,175 $383,363 2023 Q4 13F Filing 2026-03-31 2026-04-29
XOM
EXXON MOBIL COR...
Energy 0.21% 0.13% #38 6
Prev: #44
2.1
—
187 9.6%
P
S
2,136 $362,394 2025 Q3 13F Filing 2026-03-31 2026-04-29
EFA
ISHARES TR
ETF 0.20% 0.19% #39 4
Prev: #35
1.1
—
no change no change
P
S
3,542 $344,034 2025 Q2 13F Filing 2026-03-31 2026-04-29
PLTR
PALANTIR TECHNO...
Technology 0.18% — #40
Prev: #—
3.6
—
2,078 —
NEW
 2,078 $303,970 2026 Q1 13F Filing 2026-03-31 2026-04-29
V
VISA INC
Financial Services 0.17% 0.18% #41 5
Prev: #36
2.1
—
106 11.8%
P
S
1,004 $303,449 2024 Q1 13F Filing 2026-03-31 2026-04-29
IAU
ISHARES GOLD TR
ETF 0.17% — #42
Prev: #—
3.6
—
3,373 —
NEW
 3,373 $297,364 2025 Q3 13F Filing 2026-03-31 2026-04-29
COST
COSTCO WHOLESAL...
Consumer Defensive 0.16% 0.12% #43 6
Prev: #49
2.6
—
47 20.0%
P
S
282 $280,993 2024 Q2 13F Filing 2026-03-31 2026-04-29
RTX
RTX CORPORATION
Industrials 0.15% 0.13% #44 1
Prev: #43
0.6
—
48 3.7%
P
S
1,336 $257,714 2025 Q3 13F Filing 2026-03-31 2026-04-29
NFLX
NETFLIX INC.
Communication Services 0.15% 0.12% #45 2
Prev: #47
2.6
—
474 21.7%
P
S
2,656 $255,374 2025 Q2 13F Filing 2026-03-31 2026-04-29
ORCL
ORACLE CORP
Technology 0.14% 0.17% #46 7
Prev: #39
2.1
—
178 11.8%
P
S
1,684 $247,733 2024 Q1 13F Filing 2026-03-31 2026-04-29
ABBV
ABBVIE INC
Healthcare 0.14% 0.14% #47 6
Prev: #41
0.6
—
44 4.0%
P
S
1,136 $247,069 2025 Q3 13F Filing 2026-03-31 2026-04-29
MA
MASTERCARD INCO...
Financial Services 0.14% 0.14% #48 6
Prev: #42
2.1
—
54 12.4%
P
S
491 $245,333 2024 Q4 13F Filing 2026-03-31 2026-04-29
IEMG
ISHARES INC
ETF 0.14% 0.13% #49 4
Prev: #45
2.1
—
169 5.1%
P
S
3,500 $244,125 2025 Q3 13F Filing 2026-03-31 2026-04-29
PM
PHILIP MORRIS I...
Consumer Defensive 0.12% — #50
Prev: #—
3.5
—
1,310 —
NEW
 1,310 $216,595 2026 Q1 13F Filing 2026-03-31 2026-04-29
Showing 1-50 of 55 holdings

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