GOLDEN ROAD ADVISORS LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 206,186
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 67 | 206,186 | 13F-HR | GOLDEN ROAD ADVISORS LLC |
| Q1 2026 | 4/29/2026 | 53 | 173,602 | 13F-HR | GOLDEN ROAD ADVISORS LLC |
| Q4 2025 | 2/2/2026 | 49 | 175,645 | 13F-HR | GOLDEN ROAD ADVISORS LLC |
| Q3 2025 | 11/7/2025 | 53 | 172,787 | 13F-HR | GOLDEN ROAD ADVISORS LLC |
| Q2 2025 | 8/4/2025 | 41 | 150,390 | 13F-HR | GOLDEN ROAD ADVISORS LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.42 K | 12.8% | 7.888 K | 0 | 7.888 K |
| ETFs | 179.8 K | 87.2% | 25.09 K | 0 | 25.09 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
206,186
Holdings
67
QoQ value change ($000)
32,584
(18.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.