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GOLDEN ROAD ADVISORS LLC

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13F filer, CIK 2014454, TAMPA, FL

GOLDEN ROAD ADVISORS LLC reported $172,786,920 across 53 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-07. Its ten largest share positions make up 84.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-001325

Period
2025-09-30
Reported value
$173M
Holdings
53
Top 10 weight
84.95%
New
12
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+3,379$1.62M
AAPLadded+6,325$1.61M
NVDAadded+7,096$1.32M
VTVadded+7,047$1.31M
MSFTadded+1,423$737K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VOOreduced-1,048-$642K
VTIPreduced-7,374-$373K
WMTreduced-2,379-$245K
RJFreduced-1,374-$237K
VTIreduced-585-$192K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001951757-25-001325, largest first. % of portfolio is the value over $172,786,920, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,383 shares; 2024Q4: 97,622 shares; 2025Q1: 99,433 shares; 2025Q2: 104,994 shares; 2025Q3: 108,373 shares 108,373$52M30.08%+3,379Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,211 shares; 2024Q4: 189,274 shares; 2025Q1: 194,540 shares; 2025Q2: 203,699 shares; 2025Q3: 210,746 shares 210,746$39.3M22.75%+7,047Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,576 shares; 2024Q4: 66,827 shares; 2025Q1: 67,447 shares; 2025Q2: 68,263 shares; 2025Q3: 68,752 shares 68,752$17.5M10.12%+489Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,760 shares; 2024Q4: 18,862 shares; 2025Q1: 19,311 shares; 2025Q2: 20,646 shares; 2025Q3: 19,598 shares 19,598$12M6.95%-1,048Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,660 shares; 2024Q4: 43,948 shares; 2025Q1: 43,958 shares; 2025Q2: 50,333 shares; 2025Q3: 51,375 shares 51,375$6.19M3.58%+1,042Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,316 shares; 2024Q4: 52,652 shares; 2025Q1: 52,459 shares; 2025Q2: 59,075 shares; 2025Q3: 60,476 shares 60,476$5.4M3.13%+1,401Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,245 shares; 2024Q4: 65,180 shares; 2025Q1: 70,564 shares; 2025Q2: 72,786 shares; 2025Q3: 77,693 shares 77,693$4.66M2.69%+4,907Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,153 shares; 2024Q4: 8,169 shares; 2025Q1: 9,994 shares; 2025Q2: 8,412 shares; 2025Q3: 14,737 shares 14,737$3.75M2.17%+6,325Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,597 shares; 2024Q4: 12,246 shares; 2025Q1: 12,209 shares; 2025Q2: 12,938 shares; 2025Q3: 20,034 shares 20,034$3.74M2.16%+7,096Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,167 shares; 2024Q4: 36,582 shares; 2025Q1: 39,634 shares; 2025Q2: 41,014 shares; 2025Q3: 42,195 shares 42,195$2.29M1.32%+1,181Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,816 shares; 2025Q1: 2,776 shares; 2025Q2: 1,975 shares; 2025Q3: 3,398 shares 3,398$1.76M1.02%+1,423Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 3,498 shares; 2025Q1: 3,443 shares; 2025Q2: 3,447 shares; 2025Q3: 3,433 shares 3,433$1.61M0.93%-14Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,622 shares; 2025Q3: 8,248 shares 8,248$1.42M0.82%-1,374Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 4,607 shares; 2025Q1: 3,433 shares; 2025Q2: 4,862 shares; 2025Q3: 4,277 shares 4,277$1.4M0.81%-585Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,520 shares; 2025Q1: 3,520 shares; 2025Q2: 3,520 shares; 2025Q3: 3,520 shares 3,520$1.06M0.62%0Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,594 shares; 2025Q1: 4,714 shares; 2025Q2: 5,303 shares; 2025Q3: 4,990 shares 4,990$1.04M0.6%-313Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,897 shares; 2024Q4: 13,016 shares; 2025Q1: 12,869 shares; 2025Q2: 10,073 shares; 2025Q3: 10,107 shares 10,107$989K0.57%+34Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 3,128 shares; 2025Q1: 3,412 shares; 2025Q2: 3,597 shares; 2025Q3: 4,439 shares 4,439$975K0.56%+842Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 5,946 shares; 2025Q1: 7,512 shares; 2025Q2: 7,681 shares; 2025Q3: 7,546 shares 7,546$894K0.52%-135Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 4,071 shares; 2025Q1: 4,083 shares; 2025Q2: 4,137 shares; 2025Q3: 4,168 shares 4,168$849K0.49%+31Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 2,264 shares; 2025Q1: 2,212 shares; 2025Q2: 2,297 shares; 2025Q3: 2,524 shares 2,524$833K0.48%+227Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 2,764 shares; 2025Q1: 2,764 shares; 2025Q2: 2,574 shares; 2025Q3: 2,284 shares 2,284$760K0.44%-290Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,292 shares; 2025Q1: 1,275 shares; 2025Q2: 1,341 shares; 2025Q3: 2,314 shares 2,314$730K0.42%+973Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,281 shares; 2025Q1: 2,268 shares; 2025Q2: 2,492 shares; 2025Q3: 2,951 shares 2,951$717K0.42%+459Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,305 shares; 2024Q4: 25,867 shares; 2025Q1: 22,111 shares; 2025Q2: 21,492 shares; 2025Q3: 14,118 shares 14,118$715K0.41%-7,374Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 1,881 shares; 2025Q3: 1,881 shares 1,881$687K0.4%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 711 shares; 2025Q1: 709 shares; 2025Q2: 755 shares; 2025Q3: 914 shares 914$671K0.39%+159Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 2,095 shares; 2025Q1: 2,103 shares; 2025Q2: 2,080 shares; 2025Q3: 2,464 shares 2,464$600K0.35%+384Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 982 shares; 2025Q1: 958 shares; 2025Q2: 1,021 shares; 2025Q3: 1,280 shares 1,280$569K0.33%+259Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 5,464 shares; 2025Q1: 5,464 shares; 2025Q2: 6,264 shares; 2025Q3: 6,265 shares 6,265$547K0.32%+1Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 799 shares; 2025Q1: 801 shares; 2025Q2: 853 shares; 2025Q3: 1,047 shares 1,047$526K0.3%+194Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 703 shares 703$525K0.3%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,672 shares; 2025Q1: 1,632 shares; 2025Q2: 1,630 shares; 2025Q3: 1,685 shares 1,685$474K0.27%+55Timeline
PDPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,235 shares; 2025Q1: 3,235 shares; 2025Q2: 3,235 shares; 2025Q3: 3,416 shares 3,416$403K0.23%+181Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,046 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,731 shares 1,731$374K0.22%newTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares 5,000$364K0.21%newTimeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,542 shares; 2025Q3: 3,542 shares 3,542$331K0.19%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 354 shares; 2025Q1: 361 shares; 2025Q2: 382 shares; 2025Q3: 431 shares 431$329K0.19%+49Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,924 shares; 2024Q4: 3,889 shares; 2025Q1: 3,614 shares; 2025Q2: 3,994 shares; 2025Q3: 3,994 shares 3,994$312K0.18%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,671 shares 1,671$310K0.18%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218 shares; 2025Q3: 240 shares 240$288K0.17%+22Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 675 shares; 2025Q1: 669 shares; 2025Q2: 711 shares; 2025Q3: 839 shares 839$286K0.17%+128Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,848 shares 1,848$284K0.16%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 389 shares; 2025Q1: 384 shares; 2025Q2: 404 shares; 2025Q3: 470 shares 470$267K0.15%+66Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,850 shares; 2025Q3: 2,471 shares 2,471$255K0.15%-2,379Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 606 shares 606$246K0.14%newTimeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,029 shares 1,029$238K0.14%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 219 shares; 2025Q1: 215 shares; 2025Q2: 227 shares; 2025Q3: 257 shares 257$238K0.14%+30Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,372 shares 1,372$230K0.13%newTimeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,477 shares 3,477$227K0.13%newTimeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,563 shares 1,563$220K0.13%newTimeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,336 shares 3,336$220K0.13%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,878 shares 1,878$212K0.12%newTimeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-25-001325 base2025-11-07acceptance time not in the bulk data set