GOLDEN ROAD ADVISORS LLC

Est. AUM

$173.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	GROWTH ETF	$50.2M	114960	28.92%	DFND
2	VANGUARD INDEX FDS	VALUE ETF	$42.9M	218561	24.70%	SOLE
3	VANGUARD INDEX FDS	SMALL CP ETF	$18.2M	69458	10.48%	SOLE
4	VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.6M	19409	6.68%	DFND
5	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$5.9M	62992	3.40%	SOLE
6	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$5.8M	52959	3.35%	SOLE
7	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.0M	77885	2.87%	SOLE
8	NVIDIA CORPORATION	COM	$2.8M	15999	1.61%	DFND
9	APPLE INC	COM	$2.7M	10497	1.53%	DFND
10	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.3M	42386	1.32%	SOLE
11	VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	5930	1.10%	SOLE
12	RAYMOND JAMES FINL INC	COM	$1.5M	10061	0.84%	SOLE
13	ISHARES TR	RUS 1000 GRW ETF	$1.4M	3315	0.81%	SOLE
14	MICROSOFT CORP	COM	$1.1M	2927	0.62%	DFND
15	AMAZON COM INC	COM	$1.1M	5119	0.61%	DFND
16	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$1.0M	3520	0.60%	SOLE
17	VANGUARD INDEX FDS	EXTEND MKT ETF	$1.0M	5038	0.60%	SOLE
18	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$953K	9514	0.55%	SOLE
19	ALPHABET INC	CAP STK CL A	$943K	3280	0.54%	DFND
20	ISHARES TR	RUS 1000 VAL ETF	$907K	4248	0.52%	SOLE
21	BROADCOM INC	COM	$872K	2818	0.50%	DFND
22	VANGUARD WORLD FD	ESG US STK ETF	$862K	7681	0.50%	SOLE
23	ALPHABET INC	CAP STK CL C	$781K	2724	0.45%	DFND
24	ISHARES TR	S&P 100 ETF	$693K	2180	0.40%	SOLE
25	WALMART INC	COM	$692K	5569	0.40%	DFND
26	VANGUARD MALVERN FDS	STRM INFPROIDX	$634K	12700	0.37%	SOLE
27	META PLATFORMS INC	CL A	$616K	1077	0.35%	DFND
28	VANGUARD BD INDEX FDS	INTERMED TERM	$607K	7866	0.35%	SOLE
29	ISHARES TR	CORE MSCI EAFE	$598K	6612	0.34%	DFND
30	ISHARES TR	RUS 1000 ETF	$560K	1571	0.32%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$534K	1115	0.31%	DFND
32	TESLA INC	COM	$526K	1415	0.30%	DFND
33	JPMORGAN CHASE & CO	COM	$515K	1752	0.30%	DFND
34	VANGUARD WORLD FD	INF TECH ETF	$494K	708	0.28%	SOLE
35	ELI LILLY & CO	COM	$448K	488	0.26%	DFND
36	JOHNSON & JOHNSON	COM	$421K	1724	0.24%	DFND
37	INVESCO EXCHANGE TRADED FD T	DORSEY WRIGHT MO	$383K	3175	0.22%	SOLE
38	EXXON MOBIL CORP	COM	$362K	2136	0.21%	DFND
39	ISHARES TR	MSCI EAFE ETF	$344K	3542	0.20%	SOLE
40	VISA INC	COM CL A	$303K	1004	0.17%	DFND
41	PALANTIR TECHNOLOGIES INC	CL A	$303K	2078	0.17%	DFND
42	ISHARES GOLD TR	ISHARES NEW	$297K	3373	0.17%	SOLE
43	COSTCO WHOLESALE CORPORATION	COM	$280K	282	0.16%	DFND
44	RTX CORPORATION	COM	$257K	1336	0.15%	DFND
45	NETFLIX INC.	COM	$255K	2656	0.15%	DFND
46	ORACLE CORP	COM	$247K	1684	0.14%	DFND
47	ABBVIE INC	COM	$247K	1136	0.14%	DFND
48	MASTERCARD INCORPORATED	CL A	$245K	491	0.14%	DFND
49	ISHARES INC	CORE MSCI EMKT	$244K	3500	0.14%	DFND
50	PHILIP MORRIS INTL INC	COM	$216K	1310	0.12%	DFND

1–50 of 53

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.