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 $206.2M across 67 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($60.4M, 29.28%), VTV ($48.1M, 23.31%), VB ($20.9M, 10.13%), VOO ($13.2M, 6.41%), VONG ($6.9M, 3.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $60.4M | 29.28% | 700,912 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $48.1M | 23.31% | 220,555 | Added |
| 3 | VB | VANGUARD INDEX FDS | $20.9M | 10.13% | 68,897 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $13.2M | 6.41% | 19,239 | Trimmed |
| 5 | VONG | VANGUARD SCOTTSDALE FDS | $6.9M | 3.33% | 53,797 | Added |
| 6 | VONV | VANGUARD SCOTTSDALE FDS | $6.7M | 3.24% | 62,907 | Trimmed |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $5.6M | 2.71% | 78,384 | Added |
| 8 | AAPL | APPLE INC | $3.6M | 1.76% | 12,515 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $3.3M | 1.60% | 16,454 | Added |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $2.6M | 1.24% | 42,857 | Added |
| 11 | VTI | VANGUARD INDEX FDS | $2.3M | 1.12% | 6,264 | Added |
| 12 | IWF | ISHARES TR | $1.7M | 0.82% | 13,592 | Added |
| 13 | RJF | RAYMOND JAMES FINL INC | $1.5M | 0.73% | 9,917 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $1.4M | 0.67% | 5,808 | Added |
| 15 | GOOGL | ALPHABET INC | $1.2M | 0.61% | 3,492 | Added |
| 16 | VXF | VANGUARD INDEX FDS | $1.2M | 0.60% | 5,007 | Trimmed |
| 17 | VONE | VANGUARD SCOTTSDALE FDS | $1.2M | 0.58% | 3,520 | Hold |
| 18 | MSFT | MICROSOFT CORP | $1.2M | 0.57% | 3,166 | Added |
| 19 | VTWO | VANGUARD SCOTTSDALE FDS | $1.1M | 0.55% | 9,388 | Trimmed |
| 20 | AVGO | BROADCOM INC | $1.1M | 0.52% | 2,861 | Added |
| 21 | IWD | ISHARES TR | $1.0M | 0.49% | 4,154 | Trimmed |
| 22 | GOOG | ALPHABET INC | $1.0M | 0.49% | 2,841 | Added |
| 23 | ESGV | VANGUARD WORLD FD | $998,676 | 0.48% | 7,552 | Trimmed |
| 24 | OEF | ISHARES TR | $797,597 | 0.39% | 2,180 | Hold |
| 25 | VGT | VANGUARD WORLD FD | $677,089 | 0.33% | 5,665 | Added |
Source: SEC Form 13F filings · as of 2026-06-30