GOLDEN ROAD ADVISORS LLC

Registered adviser

CIK

2014454

Location

TAMPA, FL

Portfolio Value

Small $206,186,713

Diversification

Highly concentrated

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

#6,448 / 8,827 ▲ 110

Top Industry

Semiconductors 22.4%

Period ended 4 months ago

Filed Aug 7, 2026 · 3mo

11 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 314077

Roster of Nov 1, 2026

Regulatory AUM

$237,749,516

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$237,749,516	Individuals and high net worth (98%)
Mar 2025 to Mar 2026	$169,960,957	Individuals and high net worth (98%)
Apr 2024 to Feb 2025	$143,203,000	Individuals and high net worth (89%)
May 2023 to Mar 2024	$121,960,772	Individuals and high net worth (91%)
Apr 2023	$121,960,772	Individuals and high net worth (91%)
Apr 2022 to Mar 2023	$136,495,000	Individuals and high net worth (91%)

2 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 90.7% of the book (60%+)

Turnover

Low turnover

5.2% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.5 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 82.6%; sector active share 74.3% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

70.3%

−1.7 pts

Top 5

85.2%

−1.9 pts

Top 10

90.7%

−1.9 pts

HHI

5,023

Highly concentrated−249

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	87.2%	$179,768,275	27
Technology	6.2%	$12,747,413	14
Financial Services	2.0%	$4,047,391	8
Communication Services	1.4%	$2,910,232	3
Consumer Defensive	1.0%	$2,020,493	5
Consumer Cyclical	1.0%	$2,013,495	2
Healthcare	0.8%	$1,637,602	4
Industrials	0.4%	$740,755	3
Energy	0.1%	$301,057	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+585,952	700,912	$60,376,559
IWF	iShares Russell 1000 Growth ETF	+10,277	13,592	$1,687,718
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+4,957	5,665	$677,080
AAPL	Apple Inc.	+2,018	12,515	$3,621,340
VTV	VANGUARD VALUE INDEX FUND	+1,994	220,555	$48,065,551
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	+838	53,797	$6,875,794
AMZN	Amazon Com Inc	+689	5,808	$1,384,278
BIV	Vanguard Bond Index Funds	+652	8,518	$653,330
VEA	Vanguard FTSE Developed Markets ETF	+499	78,384	$5,584,860
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+471	42,857	$2,558,134
NVDA	Nvidia Corp	+455	16,454	$3,292,280
IAU	Ishares Gold Trust	+335	3,708	$279,991
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+334	6,264	$2,317,930
MSFT	Microsoft Corp	+239	3,166	$1,180,981
GOOGL	Alphabet Inc.	+212	3,492	$1,247,936
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+207	12,907	$648,318
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
GOOG	Alphabet Inc.	+117	2,841	$1,003,810
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
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Index Funds	−561	68,897	$20,884,058
VOO	VANGUARD 500 INDEX FUND	−170	19,239	$13,213,537
RJF	Raymond James Financial Inc	−144	9,917	$1,507,681
ESGV	VANGUARD ESG U.S. STOCK ETF	−129	7,552	$998,676
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	−126	9,388	$1,139,890
IWD	iShares Russell 1000 Value ETF	−94	4,154	$1,007,054
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	−85	62,907	$6,687,643
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
—		−31	5,007	$1,232,773
IEMG	iShares Trust	−31	3,469	$287,371
IEFA	iShares Core MSCI EAFE ETF	−22	6,590	$636,462
IJH	iShares Core S&P Mid-Cap ETF	−16	3,153	$243,127
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	595	$686,802
MO	Altria Group, Inc.	8,892	$639,779
AMAT	Applied Materials Inc	542	$391,866
LRCX	Lam Research Corp	747	$323,697
KLAC	Kla Corp	1,066	$321,622
ZION	Zions Bancorporation, National Association	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	4,046	$230,541
VIG	Vanguard Specialized Funds	970	$229,521
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

1 positions

Ticker	Company	Shares	Value	Open
NFLX	Netflix Inc	2,656	$255,374
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 tracked positions · $206,186,713 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

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VUG	VANGUARD GROWTH INDEX FUND	Added	700,912	+585,952	$60,376,559	+20.2%	11	before history	29.28%
VTV	VANGUARD VALUE INDEX FUND	Added	220,555	+1,994	$48,065,551	+12.1%	11	before history	23.31%
VB	Vanguard Index Funds	Reduced	68,897	-561	$20,884,058	+14.8%	11	before history	10.13%
VOO	VANGUARD 500 INDEX FUND	Reduced	19,239	-170	$13,213,537	+13.9%	11	before history	6.41%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Added	53,797	+838	$6,875,794	+18.4%	11	before history	3.33%
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	Reduced	62,907	-85	$6,687,643	+13.3%	11	before history	3.24%
VEA	Vanguard FTSE Developed Markets ETF	Added	78,384	+499	$5,584,860	+11.9%	11	before history	2.71%
AAPL	Apple Inc. Technology	Added	12,515	+2,018	$3,621,340	+35.9%	11	before history	1.76%
NVDA	Nvidia Corp Technology	Added	16,454	+455	$3,292,280	+18.0%	11	before history	1.60%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	42,857	+471	$2,558,134	+11.7%	11	before history	1.24%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	6,264	+334	$2,317,930	+21.8%	11	before history	1.12%
IWF	iShares Russell 1000 Growth ETF	Added	13,592	+10,277	$1,687,718	+19.4%	11	before history	0.82%
RJF	Raymond James Financial Inc Financial Services	Reduced	9,917	-144	$1,507,681	+3.5%	2	$158.61	0.73%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,808	+689	$1,384,278	+29.8%	11	before history	0.67%
GOOGL	Alphabet Inc. Communication Services	Added	3,492	+212	$1,247,936	+32.3%	11	before history	0.61%
		Reduced	5,007	-31	$1,232,773	+18.9%	11	before history	0.60%
VONE	VANGUARD RUSSELL 1000 INDEX FUND	Held	3,520	0	$1,192,294	+14.8%	11	before history	0.58%
MSFT	Microsoft Corp Technology	Added	3,166	+239	$1,180,981	+9.0%	11	before history	0.57%
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	Reduced	9,388	-126	$1,139,890	+19.6%	11	before history	0.55%
AVGO	Broadcom Inc. Technology	Added	2,861	+43	$1,080,742	+23.9%	11	before history	0.52%
IWD	iShares Russell 1000 Value ETF	Reduced	4,154	-94	$1,007,054	+10.9%	11	before history	0.49%
GOOG	Alphabet Inc. Communication Services	Added	2,841	+117	$1,003,810	+28.5%	11	before history	0.49%
ESGV	VANGUARD ESG U.S. STOCK ETF	Reduced	7,552	-129	$998,676	+15.8%	11	before history	0.48%
OEF	iShares S&P 100 ETF	Held	2,180	0	$797,596	+15.0%	11	before history	0.39%
MU	Micron Technology Inc Technology	NEW	595	NEW	$686,802	NEW	1	$749.89	0.33%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	5,665	+4,957	$677,080	+37.1%	4	unpriced	0.33%
META	Meta Platforms, Inc. Communication Services	Added	1,169	+92	$658,486	+6.9%	11	before history	0.32%
BIV	Vanguard Bond Index Funds	Added	8,518	+652	$653,330	+7.6%	10	$76.83	0.32%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	12,907	+207	$648,318	+2.2%	11	before history	0.31%
IWB	iShares Russell 1000 ETF	Held	1,571	0	$643,324	+14.8%	11	before history	0.31%
MO	Altria Group, Inc. Consumer Defensive	NEW	8,892	NEW	$639,779	NEW	1	$69.80	0.31%
IEFA	iShares Core MSCI EAFE ETF	Reduced	6,590	-22	$636,462	+6.3%	11	before history	0.31%
WMT	Walmart Inc. Consumer Defensive	Added	5,610	+41	$635,388	−8.2%	5	$110.31	0.31%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,496	+81	$629,217	+19.6%	9	$246.89	0.31%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,880	+128	$615,380	+19.4%	11	before history	0.30%
LLY	ELI LILLY & Co Healthcare	Added	492	+4	$590,119	+31.5%	11	before history	0.29%
AMD	Advanced Micro Devices Inc Technology	Added	991	+3	$575,681	+186.4%	2	$214.11	0.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,063	-52	$531,914	−0.4%	11	before history	0.26%
PDP	Victory Portfolios II	Held	3,175	0	$481,742	+25.7%	11	before history	0.23%
JNJ	Johnson & Johnson Healthcare	Added	1,801	+77	$457,399	+8.5%	4	$181.66	0.22%
AMAT	Applied Materials Inc Technology	NEW	542	NEW	$391,866	NEW	1	$461.39	0.19%
V	Visa Inc. Financial Services	Added	1,115	+111	$382,545	+26.1%	7	$313.84	0.19%
EFA	iShares MSCI EAFE ETF	Held	3,542	0	$367,942	+6.9%	5	unpriced	0.18%
ABBV	AbbVie Inc. Healthcare	Added	1,311	+175	$329,900	+33.5%	4	$206.95	0.16%
LRCX	Lam Research Corp Technology	NEW	747	NEW	$323,697	NEW	1	$303.56	0.16%
KLAC	Kla Corp Technology	NEW	1,066	NEW	$321,622	NEW	1	unpriced	0.16%
ZION	Zions Bancorporation, National Association Financial Services	NEW	4,546	NEW	$314,537	NEW	1	$63.05	0.15%
XOM	ExxonMobil Holdings Corp Energy	Added	2,202	+66	$301,057	−16.9%	4	$115.43	0.15%
INTC	Intel Corp Technology	NEW	2,082	NEW	$290,709	NEW	1	$101.12	0.14%
IEMG	iShares Trust	Reduced	3,469	-31	$287,371	—	4	unpriced	0.14%

Showing the top 50 of 67 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.