GOLDEN ROAD ADVISORS LLC

Q3 2025 13F-HR Holdings

Location
Tampa, FL
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
53
Total value ($000)
$172,787
Net value change ($000)
+22,397 (14.9%)
New positions
12
Sold out positions
0
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/4/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VUG 5,947 12.9%
VTV 3,300 9.2%
AAPL 2,026 117.4%
NVDA 1,694 82.9%
VB 1,305 8.1%
MSFT 778 79.2%
VONG 695 12.6%
VGT 525 NEW
VEA 505 12.2%
VIG 374 NEW
Top Reduces (Value $000, Stocks/ETFs)
VTIP -365 -33.8%
WMT -219 -46.2%
VTI -74 -5.0%
RJF -52 -3.5%
OEF -23 -2.9%
NFLX -4 -1.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type