Sponsored

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

Currently, GOLDEN ROAD ADVISORS LLC holds 53 types of securities in its portfolio with a total value $173.6M. In the most recent quarter, they have increased their positions in RJF (+10.1K shares, valued at $1.5M), VUG (+2.8K shares, valued at $1.2M), VTI (+1.2K shares, valued at $378.6K); decreased their positions in AAPL (-2.3K shares, valued at $591.6K), N/A (-222 shares, valued at $132.7K), VTV (-388 shares, valued at $76.1K); initiated new positions in RJF (+10.1K shares, valued at $1.5M), PLTR (+2.1K shares, valued at $304.0K), N/A (+3.4K shares, valued at $297.4K).

1M P&L

+3.4M+1.93%

3M P&L

-263.5M-59.43%

HY P&L

-262.9M-59.38%

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/A143.2M

90.4%

2Semiconductors3.0M

1.9%

3Consumer Electronics2.7M

1.7%

Top Industries by Stock Count

1N/A24 stocks

52.2%

2Software - Infrastructure3 stocks

6.5%

3Drug Manufacturers - General3 stocks

6.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS115.0K shares2.47%2026-03-312026-04-29

VTV VANGUARD INDEX FDS218.6K shares-0.18%2026-03-312026-04-29

VB VANGUARD INDEX FDS69.5K shares1.96%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS19.4K shares-1.13%2026-03-312026-04-29

VONV VANGUARD SCOTTSDALE FDS63.0K shares-0.57%2026-03-312026-04-29

VONG VANGUARD SCOTTSDALE FDS53.0K shares0.66%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS77.9K shares-0.76%2026-03-312026-04-29

NVDA NVIDIA CORPORATION16.0K shares10.87%2026-03-312026-04-29

Sponsored

AAPL APPLE INC10.5K shares-18.17%2026-03-312026-04-29

VWO VANGUARD INTL EQUITY INDEX F42.4K shares-0.71%2026-03-312026-04-29

VTI VANGUARD INDEX FDS5.9K shares24.84%2026-03-312026-04-29

RJF RAYMOND JAMES FINL INC10.1K sharesnew addition2026-03-312026-04-29

IWF ISHARES TR3.3K shares-0.24%2026-03-312026-04-29

MSFT MICROSOFT CORP2.9K shares-1.61%2026-03-312026-04-29

AMZN AMAZON COM INC5.1K shares15.47%2026-03-312026-04-29

VONE VANGUARD SCOTTSDALE FDS3.5K shares0.00%2026-03-312026-04-29

Sponsored

VXF VANGUARD INDEX FDS5.0K shares3.64%2026-03-312026-04-29

VTWO VANGUARD SCOTTSDALE FDS9.5K shares-4.17%2026-03-312026-04-29

ALPHABET INC ALPHABET INC3.3K shares11.41%2026-03-312026-04-29

IWD ISHARES TR4.2K shares-3.39%2026-03-312026-04-29

BROADCOM INC BROADCOM INC2.8K shares11.38%2026-03-312026-04-29

ESGV VANGUARD WORLD FD7.7K shares2.25%2026-03-312026-04-29

ALPHABET INC ALPHABET INC2.7K shares9.62%2026-03-312026-04-29

OEF ISHARES TR2.2K shares-4.55%2026-03-312026-04-29

Sponsored

WMT WALMART INC5.6K shares113.95%2026-03-312026-04-29

VTIP VANGUARD MALVERN FDS12.7K shares-1.37%2026-03-312026-04-29

META META PLATFORMS INC1.1K shares10.35%2026-03-312026-04-29

BIV VANGUARD BD INDEX FDS7.9K shares49.74%2026-03-312026-04-29

IEFA ISHARES TR6.6K shares4.03%2026-03-312026-04-29

IWB ISHARES TR1.6K shares0.00%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares11.84%2026-03-312026-04-29

TSLA TESLA INC1.4K shares11.51%2026-03-312026-04-29

Sponsored

JPM JPMORGAN CHASE & CO1.8K shares9.77%2026-03-312026-04-29

VGT VANGUARD WORLD FD708 shares6.31%2026-03-312026-04-29

LLY ELI LILLY & CO488 shares9.17%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON1.7K shares15.01%2026-03-312026-04-29

PDP INVESCO EXCHANGE TRADED FD T3.2K shares-1.85%2026-03-312026-04-29

XOM EXXON MOBIL CORP2.1K shares9.59%2026-03-312026-04-29

EFA ISHARES TR3.5K shares0.00%2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC2.1K sharesnew addition2026-03-312026-04-29

Sponsored

V VISA INC1.0K shares11.80%2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR3.4K sharesnew addition2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION282 shares20.00%2026-03-312026-04-29

RTX RTX CORPORATION1.3K shares3.73%2026-03-312026-04-29

NFLX NETFLIX INC.2.7K shares21.72%2026-03-312026-04-29

ORCL ORACLE CORP1.7K shares11.82%2026-03-312026-04-29

ABBV ABBVIE INC1.1K shares4.03%2026-03-312026-04-29

MA MASTERCARD INCORPORATED491 shares12.36%2026-03-312026-04-29

Sponsored

IEMG ISHARES INC3.5K shares5.07%2026-03-312026-04-29

PM PHILIP MORRIS INTL INC1.3K sharesnew addition2026-03-312026-04-29

IJH ISHARES TR3.2K shares-4.38%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE715 sharesnew addition2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC988 sharesnew addition2026-03-312026-04-29

VUG

VANGUARD INDEX FDS

2.47%

Shares115.0K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

-0.18%

Shares218.6K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

1.96%

Shares69.5K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-1.13%

Shares19.4K

Event2026-03-31

Filed2026-04-29

VONV

VANGUARD SCOTTSDALE FDS

-0.57%

Shares63.0K

Event2026-03-31

Filed2026-04-29

VONG

VANGUARD SCOTTSDALE FDS

0.66%

Shares53.0K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

-0.76%

Shares77.9K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

10.87%

Shares16.0K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-18.17%

Shares10.5K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

-0.71%

Shares42.4K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

24.84%

Shares5.9K

Event2026-03-31

Filed2026-04-29

RJF

RAYMOND JAMES FINL INC

New

Shares10.1K

Event2026-03-31

Filed2026-04-29

IWF

ISHARES TR

-0.24%

Shares3.3K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-1.61%

Shares2.9K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

15.47%

Shares5.1K

Event2026-03-31

Filed2026-04-29

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-29

VXF

VANGUARD INDEX FDS

3.64%

Shares5.0K

Event2026-03-31

Filed2026-04-29

VTWO

VANGUARD SCOTTSDALE FDS

-4.17%

Shares9.5K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

11.41%

Shares3.3K

Event2026-03-31

Filed2026-04-29

IWD

ISHARES TR

-3.39%

Shares4.2K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

11.38%

Shares2.8K

Event2026-03-31

Filed2026-04-29

ESGV

VANGUARD WORLD FD

2.25%

Shares7.7K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

9.62%

Shares2.7K

Event2026-03-31

Filed2026-04-29

OEF

ISHARES TR

-4.55%

Shares2.2K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

113.95%

Shares5.6K

Event2026-03-31

Filed2026-04-29

VTIP

VANGUARD MALVERN FDS

-1.37%

Shares12.7K

Event2026-03-31

Filed2026-04-29