Holdings of GOLDEN ROAD ADVISORS LLC
51 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 85.5 % of the equity sleeve
Sector breakdown
- Funds 7.7 %
- Technology 4.7 %
- Financials 1.8 %
- Communication 1.5 %
- Consumer discretionary 0.9 %
- Consumer staples 0.7 %
- Health care 0.6 %
- Industrials 0.3 %
- Energy 0.2 %
- Unattributed 81.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 51 | 172.4M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Vanguard Growth ETF | 114,960 | 50.2M $ | |
| 2 | Vanguard Value ETF | 218,561 | 42.9M $ | |
| 3 | Vanguard Small-Cap ETF | 69,458 | 18.2M $ | |
| 4 | Vanguard S&P 500 ETF | 19,409 | 11.6M $ | |
| 5 | VANGUARD SCOTTSDALE FUNDS | 62,992 | 5.9M $ | |
| 6 | Vanguard Russell 1000 Growth ETF | 52,959 | 5.8M $ | |
| 7 | Vanguard FTSE Developed Markets ETF | 77,885 | 5M $ | |
| 8 | NVIDIA Corp | 15,999 | 2.8M $ | |
| 9 | Apple Inc | 10,497 | 2.7M $ | |
| 10 | Vanguard International Equity Index Funds | 42,386 | 2.3M $ | |
| 11 | Vanguard Total Stock Market ETF | 5,930 | 1.9M $ | |
| 12 | Raymond James Financial Inc | 10,061 | 1.5M $ | |
| 13 | iShares Russell 1000 Growth ETF | 3,315 | 1.4M $ | |
| 14 | Microsoft Corp | 2,927 | 1.1M $ | |
| 15 | Amazon.com Inc | 5,119 | 1.1M $ | |
| 16 | Vanguard Russell 1000 | 3,520 | 1M $ | |
| 17 | Vanguard Extended Market ETF | 5,038 | 1M $ | |
| 18 | Vanguard Scottsdale Funds | 9,514 | 953K $ | |
| 19 | Alphabet Inc | 3,280 | 943.2K $ | |
| 20 | iShares Trust | 4,248 | 907.7K $ | |
| 21 | Broadcom Inc | 2,818 | 872.2K $ | |
| 22 | Alphabet Inc | 2,724 | 781.4K $ | |
| 23 | Ishares S&p 100 Etf | 2,180 | 693.4K $ | |
| 24 | Walmart Inc | 5,569 | 692.1K $ | |
| 25 | Vanguard Malvern Funds | 12,700 | 634.4K $ | |
| 26 | Meta Platforms Inc | 1,077 | 616.2K $ | |
| 27 | Vanguard Bond Index Funds | 7,866 | 607.1K $ | |
| 28 | iShares Core MSCI EAFE ETF | 6,612 | 598.6K $ | |
| 29 | iShares Trust | 1,571 | 560.2K $ | |
| 30 | Berkshire Hathaway Inc | 1,115 | 534.3K $ | |
| 31 | Tesla Inc | 1,415 | 526K $ | |
| 32 | JPMorgan Chase & Co | 1,752 | 515.4K $ | |
| 33 | Vanguard Information Technology ETF | 708 | 494.1K $ | |
| 34 | Eli Lilly & Co | 488 | 448.8K $ | |
| 35 | Johnson & Johnson | 1,724 | 421.4K $ | |
| 36 | Exxon Mobil Corp | 2,136 | 362.4K $ | |
| 37 | iShares MSCI EAFE ETF | 3,542 | 344K $ | |
| 38 | Palantir Technologies Inc | 2,078 | 304K $ | |
| 39 | Visa Inc | 1,004 | 303.4K $ | |
| 40 | Ishares Gold Trust | 3,373 | 297.4K $ | |
| 41 | Costco Wholesale Corp | 282 | 281K $ | |
| 42 | RTX Corp | 1,336 | 257.7K $ | |
| 43 | Netflix Inc | 2,656 | 255.4K $ | |
| 44 | Oracle Corp | 1,684 | 247.7K $ | |
| 45 | AbbVie Inc | 1,136 | 247.1K $ | |
| 46 | Mastercard Inc | 491 | 245.3K $ | |
| 47 | iShares Core MSCI Emerging Markets ETF | 3,500 | 244.1K $ | |
| 48 | Philip Morris International Inc. | 1,310 | 216.6K $ | |
| 49 | iShares Core S&P Mid-Cap ETF | 3,169 | 214K $ | |
| 50 | General Electric Co | 715 | 202.9K $ | |
| 51 | Advanced Micro Devices Inc | 988 | 201K $ | |