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13F holdings · Q2 2026

Golden Road Advisors

Tampa, FL · files as Golden Road Advisors LLC
Holdings as of Jun 30, 2026Filed Aug 7, 2026Next filing due Nov 16, 2026CIK 2014454

Golden Road Advisors reported 67 stocks worth $206M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VUG (29.3%), VTV (23.3%) and VB (10.1%). Compared with Q1 2026, the fund opened new positions in MU, MO and AMAT, added to VUG, VTV and VONG, trimmed VB, VOO and VONV and sold out of NFLX.

Reported value$206M+18.8% vs last quarter
Stocks held6715 new · 1 sold out
Top 5 weight72.5%very concentrated
Turnover29%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
VUG
Vanguard Index Fds
$60.4M29.3%701K+586K (+510%)8 of 8
2
VTV
Vanguard Index Fds
$48.1M23.3%221K+1,994 (+1%)8 of 8
3
VB
Vanguard Index Fds
$20.9M10.1%69K−561 (−1%)8 of 8
4
VOO
Vanguard S&P 500 ETF
$13.2M6.4%19K−170 (−1%)8 of 8
5
VONG
Vanguard Russell 1000
$6.9M3.3%54K+838 (+2%)8 of 8
6
VONV
Vanguard Russell 1000 Value ETF
$6.7M3.2%63K−85 (−0%)8 of 8
7
VEA
Vanguard Tax-Managed Fds
$5.6M2.7%78K+499 (+1%)8 of 8
8
AAPL
Apple Inc
$3.6M1.8%13K+2,018 (+19%)8 of 8
9
NVDA
Nvidia Corporation
$3.3M1.6%16K+455 (+3%)8 of 8
10
VWO
Vanguard Intl Equity Index F
$2.6M1.2%43K+471 (+1%)8 of 8
🔒 57 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
NFLX
Netflix Inc
$255K2,656

Reported value

last 8 quarters
$128MQ3 '24
$132MQ4 '24
$128MQ1 '25
$150MQ2 '25
$173MQ3 '25
$176MQ4 '25
$174MQ1 '26
$206MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 7, 202613F-HRQ2 2026SEC filing ↗

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Golden Road Advisors 13F FAQ

What does Golden Road Advisors own?

Golden Road Advisors reported 67 stocks worth $206M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VUG (29.3%), VTV (23.3%) and VB (10.1%). The table above lists every position in the filing (the top 10 without an account).

What did Golden Road Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 15 new positions, 33 added to, 14 trimmed and 1 sold out. New positions include MU, MO and AMAT. It sold all of NFLX.

When will Golden Road Advisors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Golden Road Advisors's portfolio worth?

The Q2 2026 filing reports $206M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.