Skip to content
Disclosery

GOLDEN ROAD ADVISORS LLC

Follow

13F filer, CIK 2014454, TAMPA, FL

GOLDEN ROAD ADVISORS LLC reported $175,644,632 across 49 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-02. Its ten largest share positions make up 86.57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000333

Period
2025-12-31
Reported value
$176M
Holdings
49
Top 10 weight
86.57%
New
2
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+3,815$1.86M
VTVadded+8,203$1.57M
MDYnew+508$306K
VONVadded+2,874$265K
BACnew+3,709$204K

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
RJFexited-8,248-$1.42M
NVDAreduced-5,603-$1.04M
AAPLreduced-1,909-$519K
VIGexited-1,731-$374K
IAUexited-5,000-$364K

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, Q4 2025

Share positions as resolved from 13F-HR 0001951757-26-000333, largest first. % of portfolio is the value over $175,644,632, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,383 shares; 2024Q4: 97,622 shares; 2025Q1: 99,433 shares; 2025Q2: 104,994 shares; 2025Q3: 108,373 shares; 2025Q4: 112,188 shares 112,188$54.7M31.16%+3,815Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,211 shares; 2024Q4: 189,274 shares; 2025Q1: 194,540 shares; 2025Q2: 203,699 shares; 2025Q3: 210,746 shares; 2025Q4: 218,949 shares 218,949$41.8M23.81%+8,203Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,576 shares; 2024Q4: 66,827 shares; 2025Q1: 67,447 shares; 2025Q2: 68,263 shares; 2025Q3: 68,752 shares; 2025Q4: 68,122 shares 68,122$17.6M10%-630Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,760 shares; 2024Q4: 18,862 shares; 2025Q1: 19,311 shares; 2025Q2: 20,646 shares; 2025Q3: 19,598 shares; 2025Q4: 19,631 shares 19,631$12.3M7.01%+33Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,660 shares; 2024Q4: 43,948 shares; 2025Q1: 43,958 shares; 2025Q2: 50,333 shares; 2025Q3: 51,375 shares; 2025Q4: 52,611 shares 52,611$6.41M3.65%+1,236Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,316 shares; 2024Q4: 52,652 shares; 2025Q1: 52,459 shares; 2025Q2: 59,075 shares; 2025Q3: 60,476 shares; 2025Q4: 63,350 shares 63,350$5.85M3.33%+2,874Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,245 shares; 2024Q4: 65,180 shares; 2025Q1: 70,564 shares; 2025Q2: 72,786 shares; 2025Q3: 77,693 shares; 2025Q4: 78,478 shares 78,478$4.9M2.79%+785Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,153 shares; 2024Q4: 8,169 shares; 2025Q1: 9,994 shares; 2025Q2: 8,412 shares; 2025Q3: 14,737 shares; 2025Q4: 12,828 shares 12,828$3.49M1.99%-1,909Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,597 shares; 2024Q4: 12,246 shares; 2025Q1: 12,209 shares; 2025Q2: 12,938 shares; 2025Q3: 20,034 shares; 2025Q4: 14,431 shares 14,431$2.69M1.53%-5,603Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,167 shares; 2024Q4: 36,582 shares; 2025Q1: 39,634 shares; 2025Q2: 41,014 shares; 2025Q3: 42,195 shares; 2025Q4: 42,688 shares 42,688$2.29M1.31%+493Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 4,607 shares; 2025Q1: 3,433 shares; 2025Q2: 4,862 shares; 2025Q3: 4,277 shares; 2025Q4: 4,750 shares 4,750$1.59M0.91%+473Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 3,498 shares; 2025Q1: 3,443 shares; 2025Q2: 3,447 shares; 2025Q3: 3,433 shares; 2025Q4: 3,323 shares 3,323$1.57M0.9%-110Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,816 shares; 2025Q1: 2,776 shares; 2025Q2: 1,975 shares; 2025Q3: 3,398 shares; 2025Q4: 2,975 shares 2,975$1.44M0.82%-423Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,520 shares; 2025Q1: 3,520 shares; 2025Q2: 3,520 shares; 2025Q3: 3,520 shares; 2025Q4: 3,520 shares 3,520$1.09M0.62%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 3,128 shares; 2025Q1: 3,412 shares; 2025Q2: 3,597 shares; 2025Q3: 4,439 shares; 2025Q4: 4,433 shares 4,433$1.02M0.58%-6Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,594 shares; 2025Q1: 4,714 shares; 2025Q2: 5,303 shares; 2025Q3: 4,990 shares; 2025Q4: 4,861 shares 4,861$1.02M0.58%-129Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,897 shares; 2024Q4: 13,016 shares; 2025Q1: 12,869 shares; 2025Q2: 10,073 shares; 2025Q3: 10,107 shares; 2025Q4: 9,928 shares 9,928$988K0.56%-179Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,036 shares; 2024Q4: 4,071 shares; 2025Q1: 4,083 shares; 2025Q2: 4,137 shares; 2025Q3: 4,168 shares; 2025Q4: 4,397 shares 4,397$925K0.53%+229Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,281 shares; 2025Q1: 2,268 shares; 2025Q2: 2,492 shares; 2025Q3: 2,951 shares; 2025Q4: 2,944 shares 2,944$921K0.52%-7Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 5,946 shares; 2025Q1: 7,512 shares; 2025Q2: 7,681 shares; 2025Q3: 7,546 shares; 2025Q4: 7,512 shares 7,512$909K0.52%-34Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 2,264 shares; 2025Q1: 2,212 shares; 2025Q2: 2,297 shares; 2025Q3: 2,524 shares; 2025Q4: 2,530 shares 2,530$876K0.5%+6Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,268 shares; 2024Q4: 2,764 shares; 2025Q1: 2,764 shares; 2025Q2: 2,574 shares; 2025Q3: 2,284 shares; 2025Q4: 2,284 shares 2,284$783K0.45%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 2,095 shares; 2025Q1: 2,103 shares; 2025Q2: 2,080 shares; 2025Q3: 2,464 shares; 2025Q4: 2,485 shares 2,485$780K0.44%+21Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 711 shares; 2025Q1: 709 shares; 2025Q2: 755 shares; 2025Q3: 914 shares; 2025Q4: 976 shares 976$644K0.37%+62Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,305 shares; 2024Q4: 25,867 shares; 2025Q1: 22,111 shares; 2025Q2: 21,492 shares; 2025Q3: 14,118 shares; 2025Q4: 12,876 shares 12,876$637K0.36%-1,242Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 1,881 shares; 2025Q3: 1,881 shares; 2025Q4: 1,571 shares 1,571$587K0.33%-310Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 982 shares; 2025Q1: 958 shares; 2025Q2: 1,021 shares; 2025Q3: 1,280 shares; 2025Q4: 1,269 shares 1,269$571K0.32%-11Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 5,464 shares; 2025Q1: 5,464 shares; 2025Q2: 6,264 shares; 2025Q3: 6,265 shares; 2025Q4: 6,356 shares 6,356$569K0.32%+91Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,292 shares; 2025Q1: 1,275 shares; 2025Q2: 1,341 shares; 2025Q3: 2,314 shares; 2025Q4: 1,596 shares 1,596$514K0.29%-718Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 703 shares; 2025Q4: 666 shares 666$502K0.29%-37Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 799 shares; 2025Q1: 801 shares; 2025Q2: 853 shares; 2025Q3: 1,047 shares; 2025Q4: 997 shares 997$501K0.29%-50Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 354 shares; 2025Q1: 361 shares; 2025Q2: 382 shares; 2025Q3: 431 shares; 2025Q4: 447 shares 447$480K0.27%+16Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,924 shares; 2024Q4: 3,889 shares; 2025Q1: 3,614 shares; 2025Q2: 3,994 shares; 2025Q3: 3,994 shares; 2025Q4: 5,253 shares 5,253$409K0.23%+1,259Timeline
PDPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,235 shares; 2025Q1: 3,235 shares; 2025Q2: 3,235 shares; 2025Q3: 3,416 shares; 2025Q4: 3,235 shares 3,235$377K0.21%-181Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,542 shares; 2025Q3: 3,542 shares; 2025Q4: 3,542 shares 3,542$340K0.19%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 675 shares; 2025Q1: 669 shares; 2025Q2: 711 shares; 2025Q3: 839 shares; 2025Q4: 898 shares 898$315K0.18%+59Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,671 shares; 2025Q4: 1,499 shares 1,499$310K0.18%-172Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 508 shares 508$306K0.17%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,672 shares; 2025Q1: 1,632 shares; 2025Q2: 1,630 shares; 2025Q3: 1,685 shares; 2025Q4: 1,506 shares 1,506$294K0.17%-179Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,850 shares; 2025Q3: 2,471 shares; 2025Q4: 2,603 shares 2,603$290K0.17%+132Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,029 shares; 2025Q4: 1,092 shares 1,092$250K0.14%+63Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 389 shares; 2025Q1: 384 shares; 2025Q2: 404 shares; 2025Q3: 470 shares; 2025Q4: 437 shares 437$249K0.14%-33Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,372 shares; 2025Q4: 1,288 shares 1,288$236K0.13%-84Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,878 shares; 2025Q4: 1,949 shares 1,949$235K0.13%+71Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,336 shares; 2025Q4: 3,331 shares 3,331$224K0.13%-5Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,477 shares; 2025Q4: 3,314 shares 3,314$219K0.12%-163Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218 shares; 2025Q3: 240 shares; 2025Q4: 2,182 shares 2,182$205K0.12%+1,942Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,709 shares 3,709$204K0.12%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 219 shares; 2025Q1: 215 shares; 2025Q2: 227 shares; 2025Q3: 257 shares; 2025Q4: 235 shares 235$203K0.12%-22Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
RJFRAYMOND JAMES FINL INC8,248$1.42Mshares
VIGVANGUARD SPECIALIZED FUNDS1,731$374Kshares
IAUISHARES GOLD TR5,000$364Kshares
PGPROCTER & GAMBLE CO1,848$284Kshares
HDHOME DEPOT INC606$246Kshares
VYMVANGUARD WHITEHALL FDS1,563$220Kshares

How Q4 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 0001951757-26-000333 base2026-02-02acceptance time not in the bulk data set