GOLDEN ROAD ADVISORS LLC

CIK

2014454

Location

TAMPA, FL

Portfolio Value

Micro $26,698,429

Diversification

Diversified

Reports for

Parametric Portfolio Associates Freedom Atlanta Capital Mgmt Co LLC (MD) American Funds Model Portfolios Columbia Threadneedle (MD) Federated Inv Cnslng (MD) Eagle Asset Management (MD) Jennison Associates, LLC (MD)

+ 2 more

Dearborn Partners, LLC (MD) Boston Partners (MD)

Filing Date

Global Rank

#7,575 / 8,517 ▼ 102

Top Industry

Semiconductors 22.4%

3Y Alpha vs SPY

+25.4%

Period ended 46 days ago

Filed Aug 7, 2026 · 8d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+151.9%

SPY

+55.7%

Annualised alpha

+25.3%

Max drawdown

−22.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

40 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.6%

−28.1 pts

Top 5

45.2%

−24.4 pts

Top 10

61.1%

−21.1 pts

HHI

579

Diversified−1,432

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	47.7%	$12,747,413	14
Financial Services	15.2%	$4,047,391	8
Communication Services	10.9%	$2,910,232	2
Consumer Defensive	7.6%	$2,020,493	5
Consumer Cyclical	7.5%	$2,013,495	2
Healthcare	6.1%	$1,637,602	4
Industrials	2.8%	$740,755	3
Energy	1.1%	$301,057	1
Unclassified	1.0%	$279,991	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+2,018	12,515	$3,621,340
AMZN	Amazon Com Inc	+689	5,808	$1,384,278
NVDA	Nvidia Corp	+455	16,454	$3,292,280
IAU	Ishares Gold Trust	+335	3,708	$279,991
GOOGL	Alphabet Inc.	+329	6,333	$2,251,746
MSFT	Microsoft Corp	+239	3,166	$1,180,981
ORCL	Oracle Corp	+176	1,860	$272,583
ABBV	AbbVie Inc.	+175	1,311	$329,900
PM	Philip Morris International Inc.	+165	1,475	$266,842
JPM	Jpmorgan Chase & Co	+128	1,880	$615,380
V	Visa Inc.	+111	1,115	$382,545
META	Meta Platforms, Inc.	+92	1,169	$658,486
TSLA	Tesla, Inc.	+81	1,496	$629,217
JNJ	Johnson & Johnson	+77	1,801	$457,399
XOM	ExxonMobil Holdings Corp	+66	2,202	$301,057
AVGO	Broadcom Inc.	+43	2,861	$1,080,742
WMT	Walmart Inc.	+41	5,610	$635,388
GE	General Electric Co	+40	755	$282,166
RTX	RTX Corp	+16	1,352	$256,514
COST	Costco Wholesale Corp /New	+9	291	$272,221
LLY	ELI LILLY & Co	+4	492	$590,119
AMD	Advanced Micro Devices Inc	+3	991	$575,681
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
RJF	Raymond James Financial Inc	−144	9,917	$1,507,681
BRK-B	Berkshire Hathaway Inc	−52	1,063	$531,914
MA	Mastercard Inc	−35	456	$234,201
PLTR	Palantir Technologies Inc.	−32	2,046	$238,706
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	595	$686,802
MO	Altria Group, Inc.	8,892	$639,779
AMAT	Applied Materials Inc /De	542	$391,866
LRCX	Lam Research Corp	747	$323,697
KLAC	Kla Corp	1,066	$321,622
ZION	Zions Bancorporation, National Association /Ut/	4,546	$314,537
INTC	Intel Corp	2,082	$290,709
CSCO	Cisco Systems, Inc.	2,228	$261,700
UNH	Unitedhealth Group Inc	626	$260,184
GS	Goldman Sachs Group Inc	228	$230,592
BAC	Bank Of America Corp /De/	4,046	$230,541
PANW	Palo Alto Networks Inc	612	$208,704
KO	Coca Cola Co	2,538	$206,263
GEV	GE Vernova Inc.	172	$202,075
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	69,458	$18,192,439
VEA	Vanguard FTSE Developed Markets ETF	77,885	$4,990,870
VXF	Vanguard Extended Market ETF	5,038	$1,036,820
BIV	Vanguard Intermediate-Term Bond ETF	7,866	$607,097
NFLX	Netflix Inc	2,656	$255,374
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

40 tracked positions · $26,698,429 total · filing declares 67 positions · $206,186,370 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	12,515	+2,018	$3,621,340	+35.9%	13.56%
NVDA	Nvidia Corp Technology	Added	16,454	+455	$3,292,280	+18.0%	12.33%
GOOGL	Alphabet Inc. Communication Services	Added	6,333	+329	$2,251,746	+30.6%	8.43%
RJF	Raymond James Financial Inc Financial Services	Reduced	9,917	-144	$1,507,681	+3.5%	5.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,808	+689	$1,384,278	+29.8%	5.18%
MSFT	Microsoft Corp Technology	Added	3,166	+239	$1,180,981	+9.0%	4.42%
AVGO	Broadcom Inc. Technology	Added	2,861	+43	$1,080,742	+23.9%	4.05%
MU	Micron Technology Inc Technology	NEW	595	NEW	$686,802	NEW	2.57%
META	Meta Platforms, Inc. Communication Services	Added	1,169	+92	$658,486	+6.9%	2.47%
MO	Altria Group, Inc. Consumer Defensive	NEW	8,892	NEW	$639,779	NEW	2.40%
WMT	Walmart Inc. Consumer Defensive	Added	5,610	+41	$635,388	−8.2%	2.38%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,496	+81	$629,217	+19.6%	2.36%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,880	+128	$615,380	+19.4%	2.30%
LLY	ELI LILLY & Co Healthcare	Added	492	+4	$590,119	+31.5%	2.21%
AMD	Advanced Micro Devices Inc Technology	Added	991	+3	$575,681	+186.4%	2.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,063	-52	$531,914	−0.4%	1.99%
JNJ	Johnson & Johnson Healthcare	Added	1,801	+77	$457,399	+8.5%	1.71%
AMAT	Applied Materials Inc /De Technology	NEW	542	NEW	$391,866	NEW	1.47%
V	Visa Inc. Financial Services	Added	1,115	+111	$382,545	+26.1%	1.43%
ABBV	AbbVie Inc. Healthcare	Added	1,311	+175	$329,900	+33.5%	1.24%
LRCX	Lam Research Corp Technology	NEW	747	NEW	$323,697	NEW	1.21%
KLAC	Kla Corp Technology	NEW	1,066	NEW	$321,622	NEW	1.20%
ZION	Zions Bancorporation, National Association /Ut/ Financial Services	NEW	4,546	NEW	$314,537	NEW	1.18%
XOM	ExxonMobil Holdings Corp Energy	Added	2,202	+66	$301,057	−16.9%	1.13%
INTC	Intel Corp Technology	NEW	2,082	NEW	$290,709	NEW	1.09%
GE	General Electric Co Industrials	Added	755	+40	$282,166	+39.1%	1.06%
IAU	Ishares Gold Trust	Added	3,708	+335	$279,991	−5.8%	1.05%
ORCL	Oracle Corp Technology	Added	1,860	+176	$272,583	+10.0%	1.02%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	291	+9	$272,221	−3.1%	1.02%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,475	+165	$266,842	+23.2%	1.00%
CSCO	Cisco Systems, Inc. Technology	NEW	2,228	NEW	$261,700	NEW	0.98%
UNH	Unitedhealth Group Inc Healthcare	NEW	626	NEW	$260,184	NEW	0.97%
RTX	RTX Corp Industrials	Added	1,352	+16	$256,514	−0.5%	0.96%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,046	-32	$238,706	−21.5%	0.89%
MA	Mastercard Inc Financial Services	Reduced	456	-35	$234,201	−4.5%	0.88%
GS	Goldman Sachs Group Inc Financial Services	NEW	228	NEW	$230,592	NEW	0.86%
BAC	Bank Of America Corp /De/ Financial Services	NEW	4,046	NEW	$230,541	NEW	0.86%
PANW	Palo Alto Networks Inc Technology	NEW	612	NEW	$208,704	NEW	0.78%
KO	Coca Cola Co Consumer Defensive	NEW	2,538	NEW	$206,263	NEW	0.77%
GEV	GE Vernova Inc. Industrials	NEW	172	NEW	$202,075	NEW	0.76%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.