GOLDEN ROAD ADVISORS LLC

Q4 2025 13F-HR Holdings

Location
Tampa, FL
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$175,645
Net value change ($000)
+2,858 (1.7%)
New positions
2
Sold out positions
6
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 2,756 5.3%
VTV 2,515 6.4%
VONV 442 8.2%
VOO 310 2.6%
MDY 306 NEW
VEA 248 5.3%
VONG 214 3.5%
GOOGL 204 28.5%
BAC 204 NEW
VTI 189 13.5%
Top Reduces (Value $000, Stocks/ETFs)
RJF -1,424 -100.0%
NVDA -1,047 -28.0%
VIG -374 -100.0%
IAU -364 -100.0%
MSFT -321 -18.2%
PG -284 -100.0%
AAPL -265 -7.1%
HD -246 -100.0%
VYM -220 -100.0%
JPM -216 -29.6%
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