GOLDEN ROAD ADVISORS LLC

Q1 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$173,602
Net value change ($000)
-2,043 (-1.2%)
New positions
6
Sold out positions
2
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
RJF 1,457 NEW
VTV 1,065 2.5%
VB 621 3.5%
WMT 402 138.6%
VTI 309 19.4%
PLTR 304 NEW
IAU 297 NEW
PM 217 NEW
GE 203 NEW
AMD 201 NEW
Top Reduces (Value $000, Stocks/ETFs)
VUG -4,520 -8.3%
AAPL -823 -23.6%
VOO -713 -5.8%
VONG -596 -9.3%
MSFT -356 -24.7%
MDY -306 -100.0%
BAC -204 -100.0%
IWF -159 -10.1%
OEF -90 -11.5%
VONE -49 -4.5%
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