13F-HR filed by GOLDEN ROAD ADVISORS LLC
GOLDEN ROAD ADVISORS LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-07, with 53 holding rows worth $172,786,920.
- Accession
- 0001951757-25-001325
- Filer
- CIK 2014454
- Filed
- 2025-11-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 53 entries on the cover page, a total value of $172,786,920 stated on the cover page (in dollars after the unit check, H1), rows summing to $172,786,920 with VALUE read as dollars as filed, 13F file number 028-24016. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerAtlanta Capital Mgmt Co
- included managerBoston Partners Global
- included managerColumbia Threadneedle
- included managerEagle Asset Mgmt
- included managerFederated Investments
- included managerFreedom UMA - Equity Income
- included managerJennison Associates
- included managerParametric Portfolio Assoc
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Growth | 922908736 | COM | 108,373 | $51,977,294 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 210,746 | $39,301,841 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 68,752 | $17,481,986 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 19,598 | $12,001,293 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 51,375 | $6,190,688 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 60,476 | $5,404,740 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 77,693 | $4,655,352 | dollars as filed | |
| Apple Inc | 037833100 | COM | 14,737 | $3,752,482 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 20,034 | $3,737,944 | dollars as filed | |
| VWO | 922042858 | SHS | 42,195 | $2,286,148 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,398 | $1,759,994 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,433 | $1,608,052 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 8,248 | $1,423,605 | dollars as filed | |
| VTI | 922908769 | COM | 4,277 | $1,403,583 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C730 | COM | 3,520 | $1,064,272 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 4,990 | $1,044,642 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 10,107 | $988,667 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,439 | $974,671 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 7,546 | $893,748 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 4,168 | $848,563 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,524 | $832,693 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 2,284 | $760,207 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,314 | $729,905 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,951 | $717,388 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 14,118 | $714,794 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 1,881 | $687,468 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 914 | $671,223 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,464 | $600,107 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,280 | $569,242 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 6,265 | $546,997 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,047 | $526,369 | dollars as filed | |
| VGT | 92204A702 | SHS | 703 | $524,881 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,685 | $473,889 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V837 | DORSEY WRIGHT MO | 3,416 | $403,275 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,731 | $373,532 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 5,000 | $363,850 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 3,542 | $330,717 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 431 | $328,853 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 3,994 | $311,891 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,671 | $309,837 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 240 | $287,741 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 839 | $286,418 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,848 | $283,945 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 470 | $267,341 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,471 | $254,661 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 606 | $245,545 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,029 | $238,255 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 257 | $237,887 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,372 | $229,577 | dollars as filed | |
| IJH | 464287507 | COM | 3,477 | $226,909 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 1,563 | $220,305 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 3,336 | $219,909 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,878 | $211,744 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-001325 | this filing | 2025-11-07 | acceptance time not in the bulk data set |