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Disclosery

13F-HR filed by GOLDEN ROAD ADVISORS LLC

GOLDEN ROAD ADVISORS LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-07, with 67 holding rows worth $206,186,370.

Accession
0001951757-26-001153
Filer
CIK 2014454
Filed
2026-08-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 67 entries on the cover page, a total value of $206,186,370 stated on the cover page (in dollars after the unit check, H1), rows summing to $206,186,370 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 managerParametric Portfolio Associates
  • included managerFreedom
  • included managerAtlanta Capital Mgmt Co LLC (MD)
  • included managerAmerican Funds Model Portfolios
  • included managerColumbia Threadneedle (MD)
  • included managerFederated Inv Cnslng (MD)
  • included managerEagle Asset Management (MD)
  • included managerJennison Associates, LLC (MD)
  • included managerDearborn Partners, LLC (MD)
  • included managerBoston Partners (MD)

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 filedCUSIPClassAmountValueValue read asType
Vanguard Growth922908736COM700,912$60,376,572dollars as filed
Vanguard Value ETF922908744SHS220,555$48,065,452dollars as filed
Vanguard Small-Cap ETF922908751SHS68,897$20,883,940dollars as filed
Vanguard S&P 500 ETF922908363COM19,239$13,213,408dollars as filed
VANGUARD SCOTTSDALE FDS92206C680COM53,797$6,875,795dollars as filed
VANGUARD SCOTTSDALE FDS92206C714COM62,907$6,687,643dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS78,384$5,584,872dollars as filed
Apple Inc037833100COM12,515$3,621,372dollars as filed
NVIDIA Corp67066G104COM16,454$3,292,281dollars as filed
VWO922042858SHS42,857$2,558,111dollars as filed
VTI922908769COM6,264$2,317,931dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK13,592$1,687,719dollars as filed
RAYMOND JAMES FINL INC COM754730109Stock9,917$1,507,678dollars as filed
Amazon.com, Inc023135106COM5,808$1,384,279dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,492$1,247,936dollars as filed
Vanguard Extended Market ETF922908652SHS5,007$1,232,815dollars as filed
VANGUARD SCOTTSDALE FDS92206C730COM3,520$1,192,294dollars as filed
Microsoft Corp594918104COM3,166$1,180,981dollars as filed
VANGUARDRUSSELL2000ETF92206C664STOK9,388$1,139,891dollars as filed
Broadcom Inc.11135F101COM2,861$1,080,743dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF4,154$1,007,054dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,841$1,003,811dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS7,552$998,676dollars as filed
ISHARES TR464287101S&P 100 ETF2,180$797,597dollars as filed
Micron Technology,Inc.595112103COM595$686,803dollars as filed
VGT92204A702SHS5,665$677,089dollars as filed
META PLATFORMS INC CL A30303M102COM1,169$658,486dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS8,518$653,331dollars as filed
VANGUARD MALVERN FDS922020805SHS12,907$648,319dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF1,571$643,324dollars as filed
Altria Group Inc02209S103COM8,892$639,779dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS6,590$636,462dollars as filed
Walmart Inc.931142103COM5,610$635,396dollars as filed
Tesla Motors, Inc88160R101COM1,496$629,218dollars as filed
JPMorgan Chase & Co46625H100COM1,880$615,380dollars as filed
Eli Lilly and Company532457108COM492$590,120dollars as filed
Advanced Micro Devices,Inc.007903107COM991$575,682dollars as filed
Berkshire Hathaway Inc084670702COM1,063$531,915dollars as filed
INVESCO EXCHANGE TRADED FD T46137V837DORSEY WRIGHT MO3,175$481,743dollars as filed
Johnson & Johnson478160104COM1,801$457,400dollars as filed
Applied Materials,Inc.038222105COM542$391,866dollars as filed
Visa Inc92826C839COM1,115$382,545dollars as filed
ISHARES TR464287465MSCI EAFE ETF3,542$367,943dollars as filed
AbbVie,Inc.00287Y109COM1,311$329,900dollars as filed
Lam Research Corporation512807306COM747$323,698dollars as filed
KLA CORP482480100COM1,066$321,623dollars as filed
ZIONS BANCORPORATION989701107COM4,546$314,538dollars as filed
EXXON MOBIL CORP30231G102COM2,202$301,057dollars as filed
Intel Corp458140100COM2,082$290,710dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS3,469$287,372dollars as filed
General Electric Company369604301COM755$282,166dollars as filed
iShares Gold Trust464285204COM3,708$279,991dollars as filed
Oracle Corporation68389X105COM1,860$272,583dollars as filed
Costco Wholesale Corporation22160K105COM291$272,222dollars as filed
Philip Morris International Inc.718172109COM1,475$266,842dollars as filed
Cisco Systems,Inc.17275R102COM2,228$261,701dollars as filed
UnitedHealth Group Inc91324P102COM626$260,066dollars as filed
Raytheon Technologies Corporation75513E101COM1,352$256,515dollars as filed
IJH464287507COM3,153$243,128dollars as filed
Palantir Technologies Inc. Class A69608A108COM2,046$238,707dollars as filed
MasterCard, Inc57636Q104COM456$234,202dollars as filed
Goldman Sachs Group,Inc.38141G104COM228$230,592dollars as filed
Bank of America Corp060505104COM4,046$230,541dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS970$229,521dollars as filed
PALO ALTO NETWORKS INC697435105COM612$208,704dollars as filed
Coca-Cola Company191216100COM2,538$206,263dollars as filed
GE Vernova Inc.36828A101COM172$202,076dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-26-001153this filing2026-08-07acceptance time not in the bulk data set