GOLDEN ROAD ADVISORS LLC

Q3 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$240,835
Net value change ($000)
+34,649 (16.8%)
New positions
12
Sold out positions
4
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 7,713 12.8%
AAPL 3,810 105.2%
MSFT 3,089 261.6%
VTV 2,907 6.0%
VTI 2,141 92.4%
VOO 2,021 15.3%
NVDA 1,844 56.0%
JNJ 1,481 324.1%
RJF 1,345 89.2%
PG 1,011 NEW
Top Reduces (Value $000, Stocks/ETFs)
VB -769 -3.7%
ZION -315 -100.0%
XOM -301 -100.0%
GS -231 -100.0%
GEV -202 -100.0%
OEF -145 -18.2%
AMAT -137 -34.9%
KLAC -119 -37.0%
VTWO -99 -8.7%
LRCX -80 -24.7%
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