GOLDEN ROAD ADVISORS LLC

CIK

2014454

Location

TAMPA, FL

Portfolio Value

Micro $17,689,741

Diversification

Diversified

Filing Date

Global Rank

#7,813 / 8,603 ▲ 150 · as of Mar 2026

Top Industry

Semiconductors 22.2%

3Y Alpha vs SPY

+3.4%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.3%

SPY

+53.6%

Annualised alpha

+3.7%

Max drawdown

−25.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.8%

−6.0 pts

Top 5

51.2%

−8.5 pts

Top 10

71.9%

−7.2 pts

HHI

761

Diversified−268

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.1%	$8,162,634	7
Financial Services	17.3%	$3,055,189	5
Communication Services	10.3%	$1,814,754	3
Consumer Cyclical	9.0%	$1,592,160	2
Consumer Defensive	6.7%	$1,189,703	3
Healthcare	6.3%	$1,117,329	3
Industrials	2.6%	$460,609	2
Unclassified	1.7%	$297,363	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+2,966	5,569	$692,115
NVDA	Nvidia Corp	+1,568	15,999	$2,790,225
AMZN	Amazon Com Inc	+686	5,119	$1,066,134
NFLX	Netflix Inc	+474	2,656	$255,374
GOOGL	Alphabet Inc.	+336	3,280	$943,196
AVGO	Broadcom Inc.	+288	2,818	$872,199
JNJ	Johnson & Johnson	+225	1,724	$421,414
ORCL	Oracle Corp	+178	1,684	$247,733
JPM	Jpmorgan Chase & Co	+156	1,752	$515,368
TSLA	Tesla, Inc.	+146	1,415	$526,026
BRK-B	Berkshire Hathaway Inc	+118	1,115	$534,308
V	Visa Inc.	+106	1,004	$303,448
META	Meta Platforms, Inc.	+101	1,077	$616,184
MA	Mastercard Inc	+54	491	$245,333
RTX	RTX Corp	+48	1,336	$257,714
COST	Costco Wholesale Corp /New	+47	282	$280,993
ABBV	AbbVie Inc.	+44	1,136	$247,068
LLY	ELI LILLY & Co	+41	488	$448,847
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−2,331	10,497	$2,664,033
MSFT	Microsoft Corp	−48	2,927	$1,083,487
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
RJF	Raymond James Financial Inc	10,061	$1,456,732
PLTR	Palantir Technologies Inc.	2,078	$303,969
IAU	Ishares Gold Trust	3,373	$297,363
PM	Philip Morris International Inc.	1,310	$216,595
GE	General Electric Co	715	$202,895
AMD	Advanced Micro Devices Inc	988	$200,988
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MDY	Spdr S&P Midcap 400 ETF Trust	508	$306,466
BAC	Bank Of America Corp /De/	3,709	$203,995
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 positions · $17,689,741 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	15,999	+1,568	$2,790,225	+3.7%	15.77%
AAPL	Apple Inc. Technology	Reduced	10,497	-2,331	$2,664,033	−23.6%	15.06%
RJF	Raymond James Financial Inc Financial Services	NEW	10,061	NEW	$1,456,732	NEW	8.23%
MSFT	Microsoft Corp Technology	Reduced	2,927	-48	$1,083,487	−24.7%	6.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,119	+686	$1,066,134	+4.2%	6.03%
GOOGL	Alphabet Inc. Communication Services	Added	3,280	+336	$943,196	+2.4%	5.33%
AVGO	Broadcom Inc. Technology	Added	2,818	+288	$872,199	−0.4%	4.93%
WMT	Walmart Inc. Consumer Defensive	Added	5,569	+2,966	$692,115	+138.7%	3.91%
META	Meta Platforms, Inc. Communication Services	Added	1,077	+101	$616,184	−4.4%	3.48%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,115	+118	$534,308	+6.6%	3.02%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,415	+146	$526,026	−7.8%	2.97%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,752	+156	$515,368	+0.2%	2.91%
LLY	ELI LILLY & Co Healthcare	Added	488	+41	$448,847	−6.6%	2.54%
JNJ	Johnson & Johnson Healthcare	Added	1,724	+225	$421,414	+35.8%	2.38%
PLTR	Palantir Technologies Inc. Technology	NEW	2,078	NEW	$303,969	NEW	1.72%
V	Visa Inc. Financial Services	Added	1,004	+106	$303,448	−3.6%	1.72%
IAU	Ishares Gold Trust	NEW	3,373	NEW	$297,363	NEW	1.68%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	282	+47	$280,993	+38.7%	1.59%
RTX	RTX Corp Industrials	Added	1,336	+48	$257,714	+9.1%	1.46%
NFLX	Netflix Inc Communication Services	Added	2,656	+474	$255,374	+24.8%	1.44%
ORCL	Oracle Corp Technology	Added	1,684	+178	$247,733	−15.6%	1.40%
ABBV	AbbVie Inc. Healthcare	Added	1,136	+44	$247,068	−1.0%	1.40%
MA	Mastercard Inc Financial Services	Added	491	+54	$245,333	−1.7%	1.39%
PM	Philip Morris International Inc. Consumer Defensive	NEW	1,310	NEW	$216,595	NEW	1.22%
GE	General Electric Co Industrials	NEW	715	NEW	$202,895	NEW	1.15%
AMD	Advanced Micro Devices Inc Technology	NEW	988	NEW	$200,988	NEW	1.14%