Golden Road Advisors LLC holds a concentrated book of 67 stocks worth $206.2M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Vanguard Small-Cap ETF. Their largest long position is Vanguard Growth ETF at 29% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Golden Road Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 67 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 9 / 67 | $4.4B |
| Prospect Hill Management, LLC | 10 / 67 | $245.1M |
| Hoffman, Alan N Investment Management | 7 / 67 | $160.4M |
| Uhlmann Price Securities, LLC | 35 / 67 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 67 | $1.2B |
| Draper Asset Management, LLC | 10 / 67 | $176.4M |
| Prosperity Advisers, LLC | 20 / 67 | $122.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Golden Road Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $60.4M | 700.9K | 29.3% | ▲+510% Added · +586K sh | |
| 2 | Vanguard Index FDS VALUE ETF | $48.1M | 220.6K | 23.3% | ▲+0.9% Added · +2K sh | |
| 3 | Vanguard Index FDS SMALL CP ETF | $20.9M | 68.9K | 10.1% | ▼−0.8% Reduced · −561 sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $13.2M | 19.2K | 6.4% | ▼−0.9% Reduced · −170 sh | |
| 5 | Vanguard Scottsdale FDS VNG RUS1000GRW | $6.9M | 53.8K | 3.3% | ▲+1.6% Added · +838 sh | |
| 6 | Vanguard Scottsdale FDS VNG RUS1000VAL | $6.7M | 62.9K | 3.2% | ▼−0.1% Reduced · −85 sh | |
| 7 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $5.6M | 78.4K | 2.7% | ▲+0.6% Added · +499 sh | |
| 8 | Apple Inc COM | $3.6M | 12.5K | 1.8% | ▲+19% Added · +2K sh | |
| 9 | Nvidia Corporation COM | $3.3M | 16.5K | 1.6% | ▲+2.8% Added · +455 sh | |
| 10 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.6M | 42.9K | 1.2% | ▲+1.1% Added · +471 sh | |
| 11 | Vanguard Index FDS TOTAL STK MKT | $2.3M | 6.3K | 1.1% | ▲+5.6% Added · +334 sh | |
| 12 | Ishares TR RUS 1000 GRW ETF | $1.7M | 13.6K | 0.8% | ▲+310% Added · +10K sh | |
| 13 | Raymond James Finl Inc COM | $1.5M | 9.9K | 0.7% | ▼−1.4% Reduced · −144 sh | |
| 14 | Amazon Com Inc COM | $1.4M | 5.8K | 0.7% | ▲+13% Added · +689 sh | |
| 15 | Alphabet Inc CAP STK CL A | $1.2M | 3.5K | 0.6% | ▲+6.5% Added · +212 sh | |
| 16 | Vanguard Index FDS EXTEND MKT ETF | $1.2M | 5.0K | 0.6% | ▼−0.6% Reduced · −31 sh | |
| 17 | Vanguard Scottsdale FDS VNG RUS1000IDX | $1.2M | 3.5K | 0.6% | —Held | |
| 18 | Microsoft Corp COM | $1.2M | 3.2K | 0.6% | ▲+8.2% Added · +239 sh | |
| 19 | Vanguard Scottsdale FDS VNG RUS2000IDX | $1.1M | 9.4K | 0.6% | ▼−1.3% Reduced · −126 sh | |
| 20 | Broadcom Inc COM | $1.1M | 2.9K | 0.5% | ▲+1.5% Added · +43 sh | |
| 21 | Ishares TR RUS 1000 VAL ETF | $1.0M | 4.2K | 0.5% | ▼−2.2% Reduced · −94 sh | |
| 22 | Alphabet Inc CAP STK CL C | $1.0M | 2.8K | 0.5% | ▲+4.3% Added · +117 sh | |
| 23 | Vanguard World FD ESG US STK ETF | $999K | 7.6K | 0.5% | ▼−1.7% Reduced · −129 sh | |
| 24 | Ishares TR S&P 100 ETF | $798K | 2.2K | 0.4% | —Held | |
| 25 | Micron Technology Inc COM | $687K | 595 | 0.3% | ▲New New position | |
| 26 | Vanguard World FD INF TECH ETF | $677K | 5.7K | 0.3% | ▲+700% Added · +5K sh | |
| 27 | Meta Platforms Inc CL A | $658K | 1.2K | 0.3% | ▲+8.5% Added · +92 sh | |
| 28 | Vanguard BD Index FDS INTERMED TERM | $653K | 8.5K | 0.3% | ▲+8.3% Added · +652 sh | |
| 29 | Vanguard Malvern FDS STRM INFPROIDX | $648K | 12.9K | 0.3% | ▲+1.6% Added · +207 sh | |
| 30 | Ishares TR RUS 1000 ETF | $643K | 1.6K | 0.3% | —Held | |
| 31 | Altria Group Inc COM | $640K | 8.9K | 0.3% | ▲New New position | |
| 32 | Ishares TR CORE MSCI EAFE | $636K | 6.6K | 0.3% | ▼−0.3% Reduced · −22 sh | |
| 33 | Walmart Inc COM | $635K | 5.6K | 0.3% | ▲+0.7% Added · +41 sh | |
| 34 | Tesla Inc COM | $629K | 1.5K | 0.3% | ▲+5.7% Added · +81 sh | |
| 35 | JPMorgan Chase & Co COM | $615K | 1.9K | 0.3% | ▲+7.3% Added · +128 sh | |
| 36 | Eli Lilly & Co COM | $590K | 492 | 0.3% | ▲+0.8% Added · +4 sh | |
| 37 | Advanced Micro Devices Inc COM | $576K | 991 | 0.3% | ▲+0.3% Added · +3 sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $532K | 1.1K | 0.3% | ▼−4.7% Reduced · −52 sh | |
| 39 | Invesco Exchange Traded FD T DORS WRI MOM ETF | $482K | 3.2K | 0.2% | —Held | |
| 40 | Johnson & Johnson COM | $457K | 1.8K | 0.2% | ▲+4.5% Added · +77 sh | |
| 41 | Applied Matls Inc COM | $392K | 542 | 0.2% | ▲New New position | |
| 42 | Visa Inc COM CL A | $383K | 1.1K | 0.2% | ▲+11% Added · +111 sh | |
| 43 | Ishares TR MSCI EAFE ETF | $368K | 3.5K | 0.2% | —Held | |
| 44 | Abbvie Inc COM | $330K | 1.3K | 0.2% | ▲+15% Added · +175 sh | |
| 45 | Lam Research Corp COM NEW | $324K | 747 | 0.2% | ▲New New position | |
| 46 | Kla Corp COM NEW | $322K | 1.1K | 0.2% | ▲New New position | |
| 47 | Zions Bancorporation Natl As COM | $315K | 4.5K | 0.2% | ▲New New position | |
| 48 | Exxon Mobil Corp COM | $301K | 2.2K | 0.1% | ▲+3.1% Added · +66 sh | |
| 49 | Intel Corp COM | $291K | 2.1K | 0.1% | ▲New New position | |
| 50 | Ishares Inc CORE MSCI EMKT | $287K | 3.5K | 0.1% | ▼−0.9% Reduced · −31 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2014454/holdings"
Use Arkolith to show GOLDEN ROAD ADVISORS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 67 | $206.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 53 | $173.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 49 | $175.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 53 | $172.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 41 | $150.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 38 | $128.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 39 | $132.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.