Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GOLDEN ROAD ADVISORS LLC (CIK 2014454) reported $173.6M across 53 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($50.2M, 28.92%), VTV ($42.9M, 24.70%), VB ($18.2M, 10.48%), VOO ($11.6M, 6.68%), VONV ($5.9M, 3.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $50.2M | 28.92% | 114,960 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $42.9M | 24.70% | 218,561 | Trimmed |
| 3 | VB | VANGUARD INDEX FDS | $18.2M | 10.48% | 69,458 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $11.6M | 6.68% | 19,409 | Trimmed |
| 5 | VONV | VANGUARD SCOTTSDALE FDS | $5.9M | 3.40% | 62,992 | Trimmed |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | $5.8M | 3.35% | 52,959 | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $5.0M | 2.87% | 77,885 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $2.8M | 1.61% | 15,999 | Added |
| 9 | AAPL | APPLE INC | $2.7M | 1.53% | 10,497 | Trimmed |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $2.3M | 1.32% | 42,386 | Trimmed |
| 11 | VTI | VANGUARD INDEX FDS | $1.9M | 1.10% | 5,930 | Added |
| 12 | RJF | RAYMOND JAMES FINL INC | $1.5M | 0.84% | 10,061 | New |
| 13 | IWF | ISHARES TR | $1.4M | 0.81% | 3,315 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $1.1M | 0.62% | 2,927 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $1.1M | 0.61% | 5,119 | Added |
| 16 | VXF | VANGUARD INDEX FDS | $1.0M | 0.60% | 5,038 | Added |
| 17 | VONE | VANGUARD SCOTTSDALE FDS | $1.0M | 0.60% | 3,520 | Hold |
| 18 | VTWO | VANGUARD SCOTTSDALE FDS | $953,017 | 0.55% | 9,514 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $943,197 | 0.54% | 3,280 | Added |
| 20 | IWD | ISHARES TR | $907,670 | 0.52% | 4,248 | Trimmed |
| 21 | AVGO | BROADCOM INC | $872,199 | 0.50% | 2,818 | Added |
| 22 | ESGV | VANGUARD WORLD FD | $862,346 | 0.50% | 7,681 | Added |
| 23 | GOOG | ALPHABET INC | $781,407 | 0.45% | 2,724 | Added |
| 24 | WMT | WALMART INC | $692,135 | 0.40% | 5,569 | Added |
| 25 | OEF | ISHARES TR | $693,393 | 0.40% | 2,180 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31