Arkolith/Funds/Golden Road Advisors LLC

Golden Road Advisors LLC

CIK 2014454
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

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.

Opened
15
bought for the first time
Added to
33
already held, bought more
Trimmed
14
sold some, still holds it
Sold out
1
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
72%
Top 10 holdings
83%
Top 20 holdings
90%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

13% mapped to company sectors

ETF / fund or unclassified
87%
Information Technology
8%
Financials
2%
Consumer Discretionary
1%
Health Care
1%
Consumer Staples
1%
Industrials
0%
Energy
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Golden Road Advisors LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 67$2.9B
Donor Advised Charitable Giving, Inc.9 / 67$4.4B
Prospect Hill Management, LLC10 / 67$245.1M
Hoffman, Alan N Investment Management7 / 67$160.4M
Uhlmann Price Securities, LLC35 / 67$2.5B
Greenbrier Partners Capital Management, LLC8 / 67$1.2B
Draper Asset Management, LLC10 / 67$176.4M
Prosperity Advisers, LLC20 / 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

67 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
GROWTH ETF
$60.4M700.9K
29.3%
+510%
Added · +586K sh
2Vanguard Index FDS
VALUE ETF
$48.1M220.6K
23.3%
+0.9%
Added · +2K sh
3Vanguard Index FDS
SMALL CP ETF
$20.9M68.9K
10.1%
−0.8%
Reduced · −561 sh
4Vanguard Index FDS
S&P 500 ETF SHS
$13.2M19.2K
6.4%
−0.9%
Reduced · −170 sh
5Vanguard Scottsdale FDS
VNG RUS1000GRW
$6.9M53.8K
3.3%
+1.6%
Added · +838 sh
6Vanguard Scottsdale FDS
VNG RUS1000VAL
$6.7M62.9K
3.2%
−0.1%
Reduced · −85 sh
7Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$5.6M78.4K
2.7%
+0.6%
Added · +499 sh
8Apple Inc
COM
$3.6M12.5K
1.8%
+19%
Added · +2K sh
9Nvidia Corporation
COM
$3.3M16.5K
1.6%
+2.8%
Added · +455 sh
10Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$2.6M42.9K
1.2%
+1.1%
Added · +471 sh
11Vanguard Index FDS
TOTAL STK MKT
$2.3M6.3K
1.1%
+5.6%
Added · +334 sh
12Ishares TR
RUS 1000 GRW ETF
$1.7M13.6K
0.8%
+310%
Added · +10K sh
13Raymond James Finl Inc
COM
$1.5M9.9K
0.7%
−1.4%
Reduced · −144 sh
14Amazon Com Inc
COM
$1.4M5.8K
0.7%
+13%
Added · +689 sh
15Alphabet Inc
CAP STK CL A
$1.2M3.5K
0.6%
+6.5%
Added · +212 sh
16Vanguard Index FDS
EXTEND MKT ETF
$1.2M5.0K
0.6%
−0.6%
Reduced · −31 sh
17Vanguard Scottsdale FDS
VNG RUS1000IDX
$1.2M3.5K
0.6%
Held
18Microsoft Corp
COM
$1.2M3.2K
0.6%
+8.2%
Added · +239 sh
19Vanguard Scottsdale FDS
VNG RUS2000IDX
$1.1M9.4K
0.6%
−1.3%
Reduced · −126 sh
20Broadcom Inc
COM
$1.1M2.9K
0.5%
+1.5%
Added · +43 sh
21Ishares TR
RUS 1000 VAL ETF
$1.0M4.2K
0.5%
−2.2%
Reduced · −94 sh
22Alphabet Inc
CAP STK CL C
$1.0M2.8K
0.5%
+4.3%
Added · +117 sh
23Vanguard World FD
ESG US STK ETF
$999K7.6K
0.5%
−1.7%
Reduced · −129 sh
24Ishares TR
S&P 100 ETF
$798K2.2K
0.4%
Held
25Micron Technology Inc
COM
$687K595
0.3%
New
New position
26Vanguard World FD
INF TECH ETF
$677K5.7K
0.3%
+700%
Added · +5K sh
27Meta Platforms Inc
CL A
$658K1.2K
0.3%
+8.5%
Added · +92 sh
28Vanguard BD Index FDS
INTERMED TERM
$653K8.5K
0.3%
+8.3%
Added · +652 sh
29Vanguard Malvern FDS
STRM INFPROIDX
$648K12.9K
0.3%
+1.6%
Added · +207 sh
30Ishares TR
RUS 1000 ETF
$643K1.6K
0.3%
Held
31Altria Group Inc
COM
$640K8.9K
0.3%
New
New position
32Ishares TR
CORE MSCI EAFE
$636K6.6K
0.3%
−0.3%
Reduced · −22 sh
33Walmart Inc
COM
$635K5.6K
0.3%
+0.7%
Added · +41 sh
34Tesla Inc
COM
$629K1.5K
0.3%
+5.7%
Added · +81 sh
35JPMorgan Chase & Co
COM
$615K1.9K
0.3%
+7.3%
Added · +128 sh
36Eli Lilly & Co
COM
$590K492
0.3%
+0.8%
Added · +4 sh
37Advanced Micro Devices Inc
COM
$576K991
0.3%
+0.3%
Added · +3 sh
38Berkshire Hathaway Inc Del
CL B NEW
$532K1.1K
0.3%
−4.7%
Reduced · −52 sh
39Invesco Exchange Traded FD T
DORS WRI MOM ETF
$482K3.2K
0.2%
Held
40Johnson & Johnson
COM
$457K1.8K
0.2%
+4.5%
Added · +77 sh
41Applied Matls Inc
COM
$392K542
0.2%
New
New position
42Visa Inc
COM CL A
$383K1.1K
0.2%
+11%
Added · +111 sh
43Ishares TR
MSCI EAFE ETF
$368K3.5K
0.2%
Held
44Abbvie Inc
COM
$330K1.3K
0.2%
+15%
Added · +175 sh
45Lam Research Corp
COM NEW
$324K747
0.2%
New
New position
46Kla Corp
COM NEW
$322K1.1K
0.2%
New
New position
47Zions Bancorporation Natl As
COM
$315K4.5K
0.2%
New
New position
48Exxon Mobil Corp
COM
$301K2.2K
0.1%
+3.1%
Added · +66 sh
49Intel Corp
COM
$291K2.1K
0.1%
New
New position
50Ishares Inc
CORE MSCI EMKT
$287K3.5K
0.1%
−0.9%
Reduced · −31 sh
Showing 50 of 67 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202667$206.2M13F-HR
Q1 2026Mar 31, 2026Apr 29, 202653$173.6M13F-HR
Q4 2025Dec 31, 2025Feb 2, 202649$175.6M13F-HR
Q3 2025Sep 30, 2025Nov 7, 202553$172.8M13F-HR
Q2 2025Jun 30, 2025Aug 4, 202541$150.4M13F-HR
Q1 2025Mar 31, 2025Apr 21, 202538$128.1M13F-HR
Q4 2024Dec 31, 2024Jan 29, 202539$132.2M13F-HR

Data source

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.