Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
VUG
509.70%VANGUARD INDEX FDS
Shares700.9K
Event2026-06-30
Filed2026-08-07
VTV
0.91%VANGUARD INDEX FDS
Shares220.6K
Event2026-06-30
Filed2026-08-07
VB
-0.81%VANGUARD INDEX FDS
Shares68.9K
Event2026-06-30
Filed2026-08-07
VOO
-0.88%VANGUARD INDEX FDS
Shares19.2K
Event2026-06-30
Filed2026-08-07
VONG
1.58%VANGUARD SCOTTSDALE FDS
Shares53.8K
Event2026-06-30
Filed2026-08-07
VONV
-0.13%VANGUARD SCOTTSDALE FDS
Shares62.9K
Event2026-06-30
Filed2026-08-07
VEA
0.64%VANGUARD TAX-MANAGED FDS
Shares78.4K
Event2026-06-30
Filed2026-08-07
AAPL
19.22%APPLE INC
Shares12.5K
Event2026-06-30
Filed2026-08-07
NVDA
2.84%NVIDIA CORPORATION
Shares16.5K
Event2026-06-30
Filed2026-08-07
VWO
1.11%VANGUARD INTL EQUITY INDEX F
Shares42.9K
Event2026-06-30
Filed2026-08-07
VANGUARD INDEX FDS
5.63%VANGUARD INDEX FDS
Shares6.3K
Event2026-06-30
Filed2026-08-07
IWF
310.02%ISHARES TR
Shares13.6K
Event2026-06-30
Filed2026-08-07
RJF
-1.43%RAYMOND JAMES FINL INC
Shares9.9K
Event2026-06-30
Filed2026-08-07
AMZN
13.46%AMAZON COM INC
Shares5.8K
Event2026-06-30
Filed2026-08-07
GOOGL
6.46%ALPHABET INC
Shares3.5K
Event2026-06-30
Filed2026-08-07
VXF
-0.62%VANGUARD INDEX FDS
Shares5.0K
Event2026-06-30
Filed2026-08-07
VONE
0.00%VANGUARD SCOTTSDALE FDS
Shares3.5K
Event2026-06-30
Filed2026-08-07
MSFT
8.17%MICROSOFT CORP
Shares3.2K
Event2026-06-30
Filed2026-08-07
VANGUARD SCOTTSDALE FDS
-1.32%VANGUARD SCOTTSDALE FDS
Shares9.4K
Event2026-06-30
Filed2026-08-07
BROADCOM INC
1.53%BROADCOM INC
Shares2.9K
Event2026-06-30
Filed2026-08-07
IWD
-2.21%ISHARES TR
Shares4.2K
Event2026-06-30
Filed2026-08-07
GOOG
4.30%ALPHABET INC
Shares2.8K
Event2026-06-30
Filed2026-08-07
ESGV
-1.68%VANGUARD WORLD FD
Shares7.6K
Event2026-06-30
Filed2026-08-07
OEF
0.00%ISHARES TR
Shares2.2K
Event2026-06-30
Filed2026-08-07
MU
NewMICRON TECHNOLOGY INC
Shares595
Event2026-06-30
Filed2026-08-07
VGT
700.14%VANGUARD WORLD FD
Shares5.7K
Event2026-06-30
Filed2026-08-07
META PLATFORMS INC
8.54%META PLATFORMS INC
Shares1.2K
Event2026-06-30
Filed2026-08-07
BIV
8.29%VANGUARD BD INDEX FDS
Shares8.5K
Event2026-06-30
Filed2026-08-07
VTIP
1.63%VANGUARD MALVERN FDS
Shares12.9K
Event2026-06-30
Filed2026-08-07
IWB
0.00%ISHARES TR
Shares1.6K
Event2026-06-30
Filed2026-08-07
MO
NewALTRIA GROUP INC
Shares8.9K
Event2026-06-30
Filed2026-08-07
ISHARES TR
-0.33%ISHARES TR
Shares6.6K
Event2026-06-30
Filed2026-08-07
WMT
0.74%WALMART INC
Shares5.6K
Event2026-06-30
Filed2026-08-07
TSLA
5.72%TESLA INC
Shares1.5K
Event2026-06-30
Filed2026-08-07
JPMORGAN CHASE & CO
7.31%JPMORGAN CHASE & CO
Shares1.9K
Event2026-06-30
Filed2026-08-07
LLY
0.82%ELI LILLY & CO
Shares492
Event2026-06-30
Filed2026-08-07
AMD
0.30%ADVANCED MICRO DEVICES INC
Shares991
Event2026-06-30
Filed2026-08-07
BRK.B
-4.66%BERKSHIRE HATHAWAY INC DEL
Shares1.1K
Event2026-06-30
Filed2026-08-07
PDP
0.00%INVESCO EXCHANGE TRADED FD T
Shares3.2K
Event2026-06-30
Filed2026-08-07
JNJ
4.47%JOHNSON & JOHNSON
Shares1.8K
Event2026-06-30
Filed2026-08-07
APPLIED MATLS INC
NewAPPLIED MATLS INC
Shares542
Event2026-06-30
Filed2026-08-07
VISA INC
11.06%VISA INC
Shares1.1K
Event2026-06-30
Filed2026-08-07
EFA
0.00%ISHARES TR
Shares3.5K
Event2026-06-30
Filed2026-08-07
ABBVIE INC
15.40%ABBVIE INC
Shares1.3K
Event2026-06-30
Filed2026-08-07
LRCX
NewLAM RESEARCH CORP
Shares747
Event2026-06-30
Filed2026-08-07
KLAC
NewKLA CORP
Shares1.1K
Event2026-06-30
Filed2026-08-07
ZION
NewZIONS BANCORPORATION NATL AS
Shares4.5K
Event2026-06-30
Filed2026-08-07
EXXON MOBIL CORP
3.09%EXXON MOBIL CORP
Shares2.2K
Event2026-06-30
Filed2026-08-07
INTC
NewINTEL CORP
Shares2.1K
Event2026-06-30
Filed2026-08-07
IEMG
-0.89%ISHARES INC
Shares3.5K
Event2026-06-30
Filed2026-08-07
GE
5.59%GE AEROSPACE
Shares755
Event2026-06-30
Filed2026-08-07
IAU
9.93%ISHARES GOLD TR
Shares3.7K
Event2026-06-30
Filed2026-08-07
ORACLE CORP
10.45%ORACLE CORP
Shares1.9K
Event2026-06-30
Filed2026-08-07
COSTCO WHOLESALE CORPORATION
3.19%COSTCO WHOLESALE CORPORATION
Shares291
Event2026-06-30
Filed2026-08-07
PM
12.60%PHILIP MORRIS INTL INC
Shares1.5K
Event2026-06-30
Filed2026-08-07
CISCO SYS INC
NewCISCO SYS INC
Shares2.2K
Event2026-06-30
Filed2026-08-07
UNITEDHEALTH GROUP INC
NewUNITEDHEALTH GROUP INC
Shares626
Event2026-06-30
Filed2026-08-07
RTX CORPORATION
1.20%RTX CORPORATION
Shares1.4K
Event2026-06-30
Filed2026-08-07
IJH
-0.50%ISHARES TR
Shares3.2K
Event2026-06-30
Filed2026-08-07
PALANTIR TECHNOLOGIES INC
-1.54%PALANTIR TECHNOLOGIES INC
Shares2.0K
Event2026-06-30
Filed2026-08-07
MASTERCARD INCORPORATED
-7.13%MASTERCARD INCORPORATED
Shares456
Event2026-06-30
Filed2026-08-07
GS
NewGOLDMAN SACHS GROUP INC
Shares228
Event2026-06-30
Filed2026-08-07
BAC
NewBANK OF AMER CORP
Shares4.0K
Event2026-06-30
Filed2026-08-07
VIG
NewVANGUARD SPECIALIZED FUNDS
Shares970
Event2026-06-30
Filed2026-08-07
PANW
NewPALO ALTO NETWORKS INC
Shares612
Event2026-06-30
Filed2026-08-07
KO
NewCOCA COLA CO
Shares2.5K
Event2026-06-30
Filed2026-08-07
GEV
NewGE VERNOVA INC
Shares172
Event2026-06-30
Filed2026-08-07
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available