Golden Road Advisors LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002014454

Type: FundHoldings: 38Value: $128.1MLatest: 2025Q1

GOLDEN ROAD ADVISORS LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 38 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VONG",
  null,
  "GOOGL",
  "AVGO",
  "META",
  null,
  "MA",
  "MSFT",
  "IWD",
  "ORCL",
  "IWF",
  "UNH",
  "AAPL",
  "NVDA",
  null,
  "IEFA",
  "BIV",
  "VXF",
  "VWO",
  "AMZN",
  "ESGV",
  "VUG",
  "VEA",
  "VONE",
  "VTWO",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  "BRK-B",
  "COST",
  "IWB",
  "GOOG",
  "LLY",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 38
Total Value: 128083619
Accession Number: 0001951757-25-000381
Form Type: 13F-HR
CIK: golden-road-advisors
Manager Name: Golden-Road-Advisors

Data Enrichment

89% identified

34 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

38 positions • $128.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908736

VUG|922908736

Shares:99.4K

Value:$36.9M

% of Portfolio:28.8% ($36.9M/$128.1M)

922908744

VTV|922908744

Shares:194.5K

Value:$33.6M

% of Portfolio:26.2% ($33.6M/$128.1M)

922908751

VB|922908751

Shares:67.4K

Value:$15.0M

% of Portfolio:11.7% ($15.0M/$128.1M)

922908363

VOO|922908363

Shares:19.3K

Value:$9.9M

% of Portfolio:7.7% ($9.9M/$128.1M)

92206C714

Shares:52.5K

Value:$4.3M

% of Portfolio:3.4% ($4.3M/$128.1M)

92206C680

VONG|92206C680

Shares:44.0K

Value:$4.1M

% of Portfolio:3.2% ($4.1M/$128.1M)

921943858

VEA|921943858

Shares:70.6K

Value:$3.6M

% of Portfolio:2.8% ($3.6M/$128.1M)

Apple Inc.

AAPL|037833100

Shares:10.0K

Value:$2.2M

% of Portfolio:1.7% ($2.2M/$128.1M)

922042858

VWO|922042858

Shares:39.6K

Value:$1.8M

% of Portfolio:1.4% ($1.8M/$128.1M)

NVIDIA CORP

NVDA|67066G104

Shares:12.2K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$128.1M)

464287614

IWF|464287614

Shares:3.4K

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$128.1M)

922020805

Shares:22.1K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$128.1M)

MICROSOFT CORP

MSFT|594918104

Shares:2.8K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$128.1M)

92206C664

VTWO|92206C664

Shares:12.9K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$128.1M)

922908769

VTI|922908769

Shares:3.4K

Value:$943.5K

% of Portfolio:0.7% ($943.5K/$128.1M)

92206C730

VONE|92206C730

Shares:3.5K

Value:$893.6K

% of Portfolio:0.7% ($893.6K/$128.1M)

922908652

VXF|922908652

Shares:4.7K

Value:$812.1K

% of Portfolio:0.6% ($812.1K/$128.1M)

464287598

IWD|464287598

Shares:4.1K

Value:$768.3K

% of Portfolio:0.6% ($768.3K/$128.1M)

464287101

Shares:2.8K

Value:$748.6K

% of Portfolio:0.6% ($748.6K/$128.1M)

921910733

ESGV|921910733

Shares:7.5K

Value:$735.8K

% of Portfolio:0.6% ($735.8K/$128.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VUGcusip922908736)	99.4K	QoQ +1.85% (-1.8K) YoY -3.03% (-3.1K)	All Managers (Combined)	$36.9M	28.8% ($36.9M/$128.1M)	QoQ -7.97% (-$3.2M) YoY +4.46% (-$1.6M)
(VTVcusip922908744)	194.5K	QoQ +2.78% (+5.3K) YoY +4.29% (+8.0K)	All Managers (Combined)	$33.6M	26.2% ($33.6M/$128.1M)	QoQ +4.87% (+$1.6M) YoY +10.61% (+$3.2M)
(VBcusip922908751)	67.4K	QoQ +0.92% (-620) YoY +10.13% (+6.2K)	All Managers (Combined)	$15.0M	11.7% ($15.0M/$128.1M)	QoQ -6.85% (-$1.1M) YoY +6.83% (+$956.8K)
(VOOcusip922908363)	19.3K	QoQ +2.38% (-449) YoY +5.30% (+973)	All Managers (Combined)	$9.9M	7.7% ($9.9M/$128.1M)	QoQ -2.35% (-$238.9K) YoY +12.57% (+$1.1M)
(cusip92206C714)✕	52.5K	QoQ -0.36% (-193) YoY +1.71% (+887)	All Managers (Combined)	$4.3M	3.4% ($4.3M/$128.1M)	QoQ +1.21% (-$52.0K) YoY +6.76% (+$274.3K)
(VONGcusip92206C680)	44.0K	QoQ +0.02% (-10) YoY -1.01% (-449)	All Managers (Combined)	$4.1M	3.2% ($4.1M/$128.1M)	QoQ -10.15% (-$461.0K) YoY +5.97% (-$230.1K)
(VEAcusip921943858)	70.6K	QoQ +8.26% (+5.4K) YoY +6.10% (+4.1K)	All Managers (Combined)	$3.6M	2.8% ($3.6M/$128.1M)	QoQ +15.07% (+$469.8K) YoY +7.50% (+$250.4K)
Apple Inc.(AAPLcusip037833100)	10.0K	QoQ +22.34% (+1.8K) YoY +25.72% (+2.0K)	All Managers (Combined)	$2.2M	1.7% ($2.2M/$128.1M)	QoQ +8.51% (+$174.3K) YoY +62.86% (+$856.9K)
(VWOcusip922042858)	39.6K	QoQ +8.34% (+3.1K) YoY +5.89% (+2.2K)	All Managers (Combined)	$1.8M	1.4% ($1.8M/$128.1M)	QoQ +11.34% (+$182.8K) YoY +14.74% (+$230.6K)
NVIDIA CORP(NVDAcusip67066G104)	12.2K	QoQ -0.30% (-37) YoY +926.82% (+11.0K)	All Managers (Combined)	$1.3M	1.0% ($1.3M/$128.1M)	QoQ -19.53% (-$321.3K) YoY +23.16% (+$248.9K)
(IWFcusip464287614)	3.4K	QoQ -1.57% (-55) YoY -4.30% (-155)	All Managers (Combined)	$1.2M	1.0% ($1.2M/$128.1M)	QoQ -11.49% (-$161.5K) YoY +2.51% (-$30.5K)
(cusip922020805)✕	22.1K	QoQ -14.52% (-3.8K) YoY -63.33% (-38.2K)	All Managers (Combined)	$1.1M	0.9% ($1.1M/$128.1M)	QoQ -11.90% (-$149.2K) YoY -61.79% (-$1.8M)
MICROSOFT CORP(MSFTcusip594918104)	2.8K	QoQ +52.86% (+960) YoY +48.60% (+908)	All Managers (Combined)	$1.0M	0.8% ($1.0M/$128.1M)	QoQ +36.14% (+$276.6K) YoY +32.58% (+$256.1K)
(VTWOcusip92206C664)	12.9K	QoQ -1.12% (-147) YoY +4.23% (-523)	All Managers (Combined)	$1.0M	0.8% ($1.0M/$128.1M)	QoQ -10.73% (-$124.8K) YoY -1.16% (-$12.3K)
(VTIcusip922908769)	3.4K	QoQ -25.48% (-1.2K) YoY +76.23% (+1.5K)	All Managers (Combined)	$943.5K	0.7% ($943.5K/$128.1M)	QoQ -29.33% (-$391.6K) YoY +86.38% (+$437.3K)
(VONEcusip92206C730)	3.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$893.6K	0.7% ($893.6K/$128.1M)	QoQ -4.82% (-$45.3K) YoY +6.52% (+$54.7K)
(VXFcusip922908652)	4.7K	QoQ +2.61% (-120) YoY +51.52% (+1.6K)	All Managers (Combined)	$812.1K	0.6% ($812.1K/$128.1M)	QoQ -6.95% (-$60.7K) YoY +48.90% (+$266.7K)
(IWDcusip464287598)	4.1K	QoQ +0.29% (+12) YoY +1.49% (+60)	All Managers (Combined)	$768.3K	0.6% ($768.3K/$128.1M)	QoQ +1.93% (+$14.6K) YoY +6.61% (+$47.7K)
(cusip464287101)✕	2.8K	QoQ 0.00% (-0) YoY -15.42% (-504)	All Managers (Combined)	$748.6K	0.6% ($748.6K/$128.1M)	QoQ -6.23% (-$49.8K) YoY -7.41% (-$60.0K)
(ESGVcusip921910733)	7.5K	QoQ +26.33% (+1.6K) YoY +26.33% (+1.6K)	All Managers (Combined)	$735.8K	0.6% ($735.8K/$128.1M)	QoQ +17.97% (+$112.1K) YoY +32.78% (+$181.7K)