GOLDEN ROAD ADVISORS LLC

TAMPA, FL · CIK 2014454 · 13F filing filed 2024-07-31

SEC-registered investment adviser since 2021 · limited liability company

Assets managed$237.7m
Staff4 · 3 in investment roles
Main clients (by assets)High net worth individuals 73%, Individuals 25%, Pension plans 1%
Websitegoldenroadadvisors.com
Form ADV · 2026-03-06SEC adviser record

$121.3m reported value +0.7% vs Q1 2024

36positions

87.2%in top 10

2 new 18 added 12 reduced 3 sold out vs Q1 2024

This report includes the holdings of 8 other managers that share the investment decisions:

Atlantic Capital Management Co – no 13F of its own this quarter
Boston Partners Gobal Investments – no 13F of its own this quarter
Columbia Threadneedle – no 13F of its own this quarter
Eagle Asset Management – no 13F of its own this quarter
Federated Investments – no 13F of its own this quarter
Freedom UMA – no 13F of its own this quarter
Jennison Associates – no 13F of its own this quarter
Parametric Portfolio Association – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	97,307	$37.8m31.16%	31.16%	Reduced -5.2k	-5,233 -5.1%
2	VANGUARD INDEX FDS VALUE ETF VTV	VTV	178,712	$28.7m23.67%	23.67%	Reduced -7.8k	-7,821 -4.2%
3	VANGUARD INDEX FDS SMALL CP ETF VB	VB	61,714	$13.3m11.00%	11.00%	Added +472	+472 0.8%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	17,392	$8.9m7.33%	7.33%	Reduced -946	-946 -5.2%
5	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	44,160	$4.3m3.55%	3.55%	Reduced -247	-247 -0.6%
6	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	52,171	$4.0m3.28%	3.28%	Added +599	+599 1.2%
7	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	63,587	$3.2m2.63%	2.63%	Reduced -2.9k	-2,914 -4.4%
8	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	42,745	$2.1m1.70%	1.70%	Reduced -17.6k	-17,566 -29.1%
9	APPLE INC COM AAPL	AAPL	8,334	$1.9m1.57%	1.57%	Added +385	+385 4.8%
10	NVIDIA CORPORATION COM NVDA	NVDA	12,541	$1.6m1.36%	1.36%	Added +651	+651 5.5%
11	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	35,854	$1.6m1.33%	1.33%	Reduced -1.6k	-1,572 -4.2%
12	ISHARES TR RUS 1000 GRW ETF IWF	IWF	3,598	$1.4m1.12%	1.12%	Unchanged
13	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	12,624	$1.0m0.85%	0.85%	Added +278	+278 2.2%
14	MICROSOFT CORP COM MSFT	MSFT	1,997	$917.5k0.76%	0.76%	Added +129	+129 6.9%
15	ISHARES TR S&P 100 ETF OEF	OEF	3,268	$890.6k0.73%	0.73%	Unchanged
16	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	3,520	$883.0k0.73%	0.73%	Unchanged
17	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,765	$753.3k0.62%	0.62%	Added +817	+817 41.9%
18	ISHARES TR RUS 1000 VAL ETF IWD	IWD	4,037	$702.3k0.58%	0.58%	Added +14	+14 0.3%
19	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	8,837	$665.0k0.55%	0.55%	Reduced -13.2k	-13,218 -59.9%
20	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	5,946	$587.6k0.48%	0.48%	Unchanged
21	ISHARES TR RUS 1000 ETF IWB	IWB	1,898	$575.8k0.47%	0.47%	Reduced -15	-15 -0.8%
22	AMAZON COM INC COM AMZN	AMZN	2,838	$565.7k0.47%	0.47%	Added +311	+311 12.3%
23	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	3,227	$541.0k0.45%	0.45%	Added +116	+116 3.7%
24	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,390	$451.7k0.37%	0.37%	Added +176	+176 8.0%
25	BROADCOM INC COM AVGO	AVGO	242	$419.5k0.35%	0.35%	Added +4	+4 1.7%
26	ALPHABET INC CAP STK CL C GOOG	GOOG	2,118	$403.4k0.33%	0.33%	Added +45	+45 2.2%
27	ISHARES TR CORE MSCI EAFE IEFA	IEFA	5,279	$388.7k0.32%	0.32%	Reduced -38	-38 -0.7%
28	META PLATFORMS INC CL A META	META	727	$385.3k0.32%	0.32%	Added +67	+67 10.2%
29	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	849	$348.5k0.29%	0.29%	Added +30	+30 3.7%
30	INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO PDP	PDP	3,489	$344.1k0.28%	0.28%	Reduced -52	-52 -1.5%
31	ELI LILLY & CO COM LLY	LLY	352	$328.2k0.27%	0.27%	Added +10	+10 2.9%
32	UNITEDHEALTH GROUP INC COM UNH	UNH	628	$308.9k0.25%	0.25%	Added +92	+92 17.2%
33	JPMORGAN CHASE & CO COM JPM	JPM	1,302	$270.3k0.22%	0.22%	Reduced -2	-2 -0.1%
34	TESLA INC COM TSLA	TSLA	1,003	$263.1k0.22%	0.22%	New
35	ORACLE CORP COM ORCL	ORCL	1,856	$261.1k0.22%	0.22%	Added +38	+38 2.1%
36	COSTCO WHSL CORP NEW COM COST	COST	247	$219.1k0.18%	0.18%	New

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
JOHNSON & JOHNSON JNJ	JNJ	1,526	$241.5k1.5k shares
ISHARES TR AGG	AGG	2,300	$225.3k2.3k shares
VISA INC V	V	723	$201.8k723 shares