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GOLDEN ROAD ADVISORS LLC

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13F filer, CIK 2014454, TAMPA, FL

GOLDEN ROAD ADVISORS LLC reported $173,602,307 across 53 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-29. Its ten largest share positions make up 84.87% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000755

Period
2026-03-31
Reported value
$174M
Holdings
53
Top 10 weight
84.87%
New
6
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RJFnew+10,061$1.46M
VUGadded+2,772$1.21M
VTIadded+1,180$379K
WMTadded+2,966$369K
VBadded+1,336$350K

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
AAPLreduced-2,331-$592K
MDYexited-508-$306K
BACexited-3,709-$204K
VOOreduced-222-$133K
VTVreduced-388-$76.1K

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, Q1 2026

Share positions as resolved from 13F-HR 0001951757-26-000755, largest first. % of portfolio is the value over $173,602,307, 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; 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; 2026Q1: 114,960 shares 114,960$50.2M28.92%+2,772Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 218,561 shares 218,561$42.9M24.7%-388Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 69,458 shares 69,458$18.2M10.48%+1,336Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 19,409 shares 19,409$11.6M6.68%-222Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 62,992 shares 62,992$5.9M3.4%-358Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 52,959 shares 52,959$5.81M3.35%+348Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 77,885 shares 77,885$4.99M2.87%-593Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,999 shares 15,999$2.79M1.61%+1,568Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,497 shares 10,497$2.66M1.53%-2,331Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 42,386 shares 42,386$2.29M1.32%-302Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,930 shares 5,930$1.9M1.1%+1,180Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,622 shares; 2025Q3: 8,248 shares; 2025Q4: not reported; 2026Q1: 10,061 shares 10,061$1.46M0.84%newTimeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,315 shares 3,315$1.41M0.81%-8Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,927 shares 2,927$1.08M0.62%-48Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,119 shares 5,119$1.07M0.61%+686Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,520 shares 3,520$1.04M0.6%0Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,038 shares 5,038$1.04M0.6%+177Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,514 shares 9,514$953K0.55%-414Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,280 shares 3,280$943K0.54%+336Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,248 shares 4,248$908K0.52%-149Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,818 shares 2,818$872K0.5%+288Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,681 shares 7,681$862K0.5%+169Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,724 shares 2,724$781K0.45%+239Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,180 shares 2,180$693K0.4%-104Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,850 shares; 2025Q3: 2,471 shares; 2025Q4: 2,603 shares; 2026Q1: 5,569 shares 5,569$692K0.4%+2,966Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,700 shares 12,700$634K0.37%-176Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 711 shares; 2025Q1: 709 shares; 2025Q2: 755 shares; 2025Q3: 914 shares; 2025Q4: 976 shares; 2026Q1: 1,077 shares 1,077$616K0.35%+101Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,866 shares 7,866$607K0.35%+2,613Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,612 shares 6,612$599K0.34%+256Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,571 shares 1,571$560K0.32%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 799 shares; 2025Q1: 801 shares; 2025Q2: 853 shares; 2025Q3: 1,047 shares; 2025Q4: 997 shares; 2026Q1: 1,115 shares 1,115$534K0.31%+118Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 982 shares; 2025Q1: 958 shares; 2025Q2: 1,021 shares; 2025Q3: 1,280 shares; 2025Q4: 1,269 shares; 2026Q1: 1,415 shares 1,415$526K0.3%+146Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,752 shares 1,752$515K0.3%+156Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 703 shares; 2025Q4: 666 shares; 2026Q1: 708 shares 708$494K0.28%+42Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 354 shares; 2025Q1: 361 shares; 2025Q2: 382 shares; 2025Q3: 431 shares; 2025Q4: 447 shares; 2026Q1: 488 shares 488$449K0.26%+41Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,671 shares; 2025Q4: 1,499 shares; 2026Q1: 1,724 shares 1,724$421K0.24%+225Timeline
PDPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,175 shares 3,175$383K0.22%-60Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,878 shares; 2025Q4: 1,949 shares; 2026Q1: 2,136 shares 2,136$362K0.21%+187Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,542 shares; 2025Q3: 3,542 shares; 2025Q4: 3,542 shares; 2026Q1: 3,542 shares 3,542$344K0.2%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,078 shares 2,078$304K0.18%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 675 shares; 2025Q1: 669 shares; 2025Q2: 711 shares; 2025Q3: 839 shares; 2025Q4: 898 shares; 2026Q1: 1,004 shares 1,004$303K0.17%+106Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: not reported; 2026Q1: 3,373 shares 3,373$297K0.17%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 219 shares; 2025Q1: 215 shares; 2025Q2: 227 shares; 2025Q3: 257 shares; 2025Q4: 235 shares; 2026Q1: 282 shares 282$281K0.16%+47Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,372 shares; 2025Q4: 1,288 shares; 2026Q1: 1,336 shares 1,336$258K0.15%+48Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218 shares; 2025Q3: 240 shares; 2025Q4: 2,182 shares; 2026Q1: 2,656 shares 2,656$255K0.15%+474Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,684 shares 1,684$248K0.14%+178Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,029 shares; 2025Q4: 1,092 shares; 2026Q1: 1,136 shares 1,136$247K0.14%+44Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 389 shares; 2025Q1: 384 shares; 2025Q2: 404 shares; 2025Q3: 470 shares; 2025Q4: 437 shares; 2026Q1: 491 shares 491$245K0.14%+54Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,336 shares; 2025Q4: 3,331 shares; 2026Q1: 3,500 shares 3,500$244K0.14%+169Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,310 shares 1,310$217K0.12%newTimeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,477 shares; 2025Q4: 3,314 shares; 2026Q1: 3,169 shares 3,169$214K0.12%-145Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 715 shares 715$203K0.12%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 988 shares 988$201K0.12%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
MDYSTATE STR SPDR S&P MIDCAP 40508$306Kshares
BACBANK OF AMER CORP3,709$204Kshares

How Q1 2026 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 0001951757-26-000755 base2026-04-29acceptance time not in the bulk data set