The Analysis of GOLDEN ROAD ADVISORS LLC's Holdings & P&L


Currently, GOLDEN ROAD ADVISORS LLC holds 67 types of securities in its portfolio with a total value $206.2M. In the most recent quarter, they have increased their positions in VUG (+586.0K shares, valued at $50.5M), IWF (+10.3K shares, valued at $1.3M), MU (+595 shares, valued at $686.8K); decreased their positions in VB (-561 shares, valued at $170.0K), VOO (-170 shares, valued at $116.8K), BRK.B (-52 shares, valued at $26.0K); initiated new positions in MU (+595 shares, valued at $686.8K), MO (+8.9K shares, valued at $639.8K), N/A (+542 shares, valued at $391.9K).


1M P&L
+922.5K+0.46%
3M P&L
+7.4M+3.81%
HY P&L
-255.9M-56.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A175.7M
89.4%
2Semiconductors4.8M
2.5%
3Consumer Electronics3.6M
1.8%

Top Industries by Stock Count

1N/A24 stocks
48.0%
2Semiconductors4 stocks
8.0%
3Internet Content & Information2 stocks
4.0%
Stock Holdings
VUG
VANGUARD INDEX FDS
509.70%
Shares700.9K
Event2026-06-30
Filed2026-08-07
VTV
VANGUARD INDEX FDS
0.91%
Shares220.6K
Event2026-06-30
Filed2026-08-07
VB
VANGUARD INDEX FDS
-0.81%
Shares68.9K
Event2026-06-30
Filed2026-08-07
VOO
VANGUARD INDEX FDS
-0.88%
Shares19.2K
Event2026-06-30
Filed2026-08-07
VONG
VANGUARD SCOTTSDALE FDS
1.58%
Shares53.8K
Event2026-06-30
Filed2026-08-07
VONV
VANGUARD SCOTTSDALE FDS
-0.13%
Shares62.9K
Event2026-06-30
Filed2026-08-07
VEA
VANGUARD TAX-MANAGED FDS
0.64%
Shares78.4K
Event2026-06-30
Filed2026-08-07
AAPL
APPLE INC
19.22%
Shares12.5K
Event2026-06-30
Filed2026-08-07
NVDA
NVIDIA CORPORATION
2.84%
Shares16.5K
Event2026-06-30
Filed2026-08-07
VWO
VANGUARD INTL EQUITY INDEX F
1.11%
Shares42.9K
Event2026-06-30
Filed2026-08-07
VANGUARD INDEX FDS
VANGUARD INDEX FDS
5.63%
Shares6.3K
Event2026-06-30
Filed2026-08-07
IWF
ISHARES TR
310.02%
Shares13.6K
Event2026-06-30
Filed2026-08-07
RJF
RAYMOND JAMES FINL INC
-1.43%
Shares9.9K
Event2026-06-30
Filed2026-08-07
AMZN
AMAZON COM INC
13.46%
Shares5.8K
Event2026-06-30
Filed2026-08-07
GOOGL
ALPHABET INC
6.46%
Shares3.5K
Event2026-06-30
Filed2026-08-07
VXF
VANGUARD INDEX FDS
-0.62%
Shares5.0K
Event2026-06-30
Filed2026-08-07
VONE
VANGUARD SCOTTSDALE FDS
0.00%
Shares3.5K
Event2026-06-30
Filed2026-08-07
MSFT
MICROSOFT CORP
8.17%
Shares3.2K
Event2026-06-30
Filed2026-08-07
VANGUARD SCOTTSDALE FDS
VANGUARD SCOTTSDALE FDS
-1.32%
Shares9.4K
Event2026-06-30
Filed2026-08-07
BROADCOM INC
BROADCOM INC
1.53%
Shares2.9K
Event2026-06-30
Filed2026-08-07
IWD
ISHARES TR
-2.21%
Shares4.2K
Event2026-06-30
Filed2026-08-07
GOOG
ALPHABET INC
4.30%
Shares2.8K
Event2026-06-30
Filed2026-08-07
ESGV
VANGUARD WORLD FD
-1.68%
Shares7.6K
Event2026-06-30
Filed2026-08-07
OEF
ISHARES TR
0.00%
Shares2.2K
Event2026-06-30
Filed2026-08-07
MU
MICRON TECHNOLOGY INC
New
Shares595
Event2026-06-30
Filed2026-08-07
VGT
VANGUARD WORLD FD
700.14%
Shares5.7K
Event2026-06-30
Filed2026-08-07
META PLATFORMS INC
META PLATFORMS INC
8.54%
Shares1.2K
Event2026-06-30
Filed2026-08-07
BIV
VANGUARD BD INDEX FDS
8.29%
Shares8.5K
Event2026-06-30
Filed2026-08-07
VTIP
VANGUARD MALVERN FDS
1.63%
Shares12.9K
Event2026-06-30
Filed2026-08-07
IWB
ISHARES TR
0.00%
Shares1.6K
Event2026-06-30
Filed2026-08-07
MO
ALTRIA GROUP INC
New
Shares8.9K
Event2026-06-30
Filed2026-08-07
ISHARES TR
ISHARES TR
-0.33%
Shares6.6K
Event2026-06-30
Filed2026-08-07
WMT
WALMART INC
0.74%
Shares5.6K
Event2026-06-30
Filed2026-08-07
TSLA
TESLA INC
5.72%
Shares1.5K
Event2026-06-30
Filed2026-08-07
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
7.31%
Shares1.9K
Event2026-06-30
Filed2026-08-07
LLY
ELI LILLY & CO
0.82%
Shares492
Event2026-06-30
Filed2026-08-07
AMD
ADVANCED MICRO DEVICES INC
0.30%
Shares991
Event2026-06-30
Filed2026-08-07
BRK.B
BERKSHIRE HATHAWAY INC DEL
-4.66%
Shares1.1K
Event2026-06-30
Filed2026-08-07
PDP
INVESCO EXCHANGE TRADED FD T
0.00%
Shares3.2K
Event2026-06-30
Filed2026-08-07
JNJ
JOHNSON & JOHNSON
4.47%
Shares1.8K
Event2026-06-30
Filed2026-08-07
APPLIED MATLS INC
APPLIED MATLS INC
New
Shares542
Event2026-06-30
Filed2026-08-07
VISA INC
VISA INC
11.06%
Shares1.1K
Event2026-06-30
Filed2026-08-07
EFA
ISHARES TR
0.00%
Shares3.5K
Event2026-06-30
Filed2026-08-07
ABBVIE INC
ABBVIE INC
15.40%
Shares1.3K
Event2026-06-30
Filed2026-08-07
LRCX
LAM RESEARCH CORP
New
Shares747
Event2026-06-30
Filed2026-08-07
KLAC
KLA CORP
New
Shares1.1K
Event2026-06-30
Filed2026-08-07
ZION
ZIONS BANCORPORATION NATL AS
New
Shares4.5K
Event2026-06-30
Filed2026-08-07
EXXON MOBIL CORP
EXXON MOBIL CORP
3.09%
Shares2.2K
Event2026-06-30
Filed2026-08-07
INTC
INTEL CORP
New
Shares2.1K
Event2026-06-30
Filed2026-08-07
IEMG
ISHARES INC
-0.89%
Shares3.5K
Event2026-06-30
Filed2026-08-07
GE
GE AEROSPACE
5.59%
Shares755
Event2026-06-30
Filed2026-08-07
IAU
ISHARES GOLD TR
9.93%
Shares3.7K
Event2026-06-30
Filed2026-08-07
ORACLE CORP
ORACLE CORP
10.45%
Shares1.9K
Event2026-06-30
Filed2026-08-07
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
3.19%
Shares291
Event2026-06-30
Filed2026-08-07
PM
PHILIP MORRIS INTL INC
12.60%
Shares1.5K
Event2026-06-30
Filed2026-08-07
CISCO SYS INC
CISCO SYS INC
New
Shares2.2K
Event2026-06-30
Filed2026-08-07
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
New
Shares626
Event2026-06-30
Filed2026-08-07
RTX CORPORATION
RTX CORPORATION
1.20%
Shares1.4K
Event2026-06-30
Filed2026-08-07
IJH
ISHARES TR
-0.50%
Shares3.2K
Event2026-06-30
Filed2026-08-07
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
-1.54%
Shares2.0K
Event2026-06-30
Filed2026-08-07
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-7.13%
Shares456
Event2026-06-30
Filed2026-08-07
GS
GOLDMAN SACHS GROUP INC
New
Shares228
Event2026-06-30
Filed2026-08-07
BAC
BANK OF AMER CORP
New
Shares4.0K
Event2026-06-30
Filed2026-08-07
VIG
VANGUARD SPECIALIZED FUNDS
New
Shares970
Event2026-06-30
Filed2026-08-07
PANW
PALO ALTO NETWORKS INC
New
Shares612
Event2026-06-30
Filed2026-08-07
KO
COCA COLA CO
New
Shares2.5K
Event2026-06-30
Filed2026-08-07
GEV
GE VERNOVA INC
New
Shares172
Event2026-06-30
Filed2026-08-07

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
GOLDEN ROAD ADVISORS LLC Institutional Holdings, Portfolio & P&L — TradeFomo