Institutions / Golden Road Advisors LLC
Golden Road Advisors LLC
CIK 2014454 · Institution · as of Jun 30, 2026
Portfolio value
$206.19M
Positions
67
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$206.19M+17.4%Positions
67+36.7%Top holdings
Jun 30, 2026View all 67 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $60.38M | 29.3% |
| Vanguard Index Fds | $48.07M | 23.3% |
| Vanguard Index Fds | $20.88M | 10.1% |
| Vanguard Index Fds | $13.21M | 6.4% |
| Vanguard Scottsdale Fds | $6.88M | 3.3% |
| Vanguard Scottsdale Fds | $6.69M | 3.2% |
| Vanguard Tax-Managed Fds | $5.58M | 2.7% |
| Apple Inc. | $3.62M | 1.8% |
| NVIDIA Corp | $3.29M | 1.6% |
| Vanguard Intl Equity Index F | $2.56M | 1.2% |
| Vanguard Index Fds | $2.32M | 1.1% |
| iShares Tr | $1.69M | 0.8% |
| Raymond James Financial Inc | $1.51M | 0.7% |
| Amazon.com Inc | $1.38M | 0.7% |
| Alphabet Inc. | $1.25M | 0.6% |
| Vanguard Index Fds | $1.23M | 0.6% |
| Vanguard Scottsdale Fds | $1.19M | 0.6% |
| Microsoft Corp | $1.18M | 0.6% |
| Vanguard Scottsdale Fds | $1.14M | 0.6% |
| Broadcom Inc. | $1.08M | 0.5% |
| iShares Tr | $1.01M | 0.5% |
| Alphabet Inc. | $1.00M | 0.5% |
| Vanguard World Fd | $998.7K | 0.5% |
| iShares Tr | $797.6K | 0.4% |
| Micron Technology Inc | $686.8K | 0.3% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908736 | $50.71M | +589K +524.77% | 700,912 29.28% of portfolio | high |
| Q2 2026 as of | New | Raymond James Financial Inc | $1.51M | +10K | 9,917 0.73% of portfolio | low |
| Q2 2026 as of | Add | 464287614 | $1.28M | +10K +309.03% | 13,592 0.82% of portfolio | low |
| Q2 2026 as of | New | Micron Technology Inc | $686.8K | +595 | 595 0.33% of portfolio | low |
| Q2 2026 as of | New | Altria Group, Inc. | $639.8K | +9K | 8,892 0.31% of portfolio | low |
| Q2 2026 as of | Add | 92204A702 | $597.5K | +5K +750.60% | 5,665 0.33% of portfolio | low |
| Q2 2026 as of | New | Advanced Micro Devices Inc | $575.7K | +991 | 991 0.28% of portfolio | low |
| Q2 2026 as of | Add | 922908769 | $560.2K | +2K +31.87% | 6,264 1.12% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp | $404.8K | +2K +14.02% | 16,454 1.60% of portfolio | low |
| Q2 2026 as of | New | Applied Materials Inc /De | $391.9K | +542 | 542 0.19% of portfolio | low |