GOLDEN ROAD ADVISORS LLC

Q2 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$206,186
Net value change ($000)
+32,584 (18.8%)
New positions
15
Sold out positions
1
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 10,164 20.2%
VTV 5,183 12.1%
VB 2,691 14.8%
VOO 1,615 13.9%
VONG 1,067 18.4%
AAPL 957 35.9%
VONV 783 13.3%
MU 687 NEW
MO 640 NEW
VEA 594 11.9%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -255 -100.0%
PLTR -65 -21.4%
XOM -61 -16.9%
WMT -57 -8.2%
IAU -17 -5.7%
MA -11 -4.5%
COST -9 -3.2%
BRK-B -2 -0.4%
RTX -1 -0.4%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type