Golden Road Advisors LLC Top Holdings and 13F Report (2025) About Golden Road Advisors LLCInvestment ActivityGolden Road Advisors LLC has $128.08 million in total holdings as of March 31, 2025.Golden Road Advisors LLC owns shares of 38 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 2.79% of the portfolio was purchased this quarter.About 0.80% of the portfolio was sold this quarter.This quarter, Golden Road Advisors LLC has purchased 39 new stocks and bought additional shares in 16 stocks.Golden Road Advisors LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Growth ETF $36,871,863Vanguard Value ETF $33,604,728Vanguard Small-Cap ETF $14,956,111Vanguard S&P 500 ETF $9,924,004Vanguard Russell 1000 Value $4,329,966 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $205,834 Holding Largest Purchases this Quarter Vanguard Value ETF 5,266 shares (about $909.65K)Vanguard Growth ETF 1,811 shares (about $671.56K)Apple 1,825 shares (about $405.39K)Microsoft 960 shares (about $360.37K)Vanguard FTSE Developed Markets ETF 5,384 shares (about $273.67K) Largest Sales this Quarter Vanguard Total Stock Market ETF 1,174 shares (about $322.66K)Vanguard Short-Term Inflation-Protected Securities ETF 3,756 shares (about $187.42K)Vanguard Intermediate-Term Bond ETF 275 shares (about $21.06K)iShares Russell 1000 Growth ETF 55 shares (about $19.86K)Vanguard Russell 1000 Value 193 shares (about $15.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGolden Road Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$36,871,863$671,557 ▲1.9%99,43328.8%ETFVTVVanguard Value ETF$33,604,728$909,646 ▲2.8%194,54026.2%ETFVBVanguard Small-Cap ETF$14,956,111$137,483 ▲0.9%67,44711.7%ETFVOOVanguard S&P 500 ETF$9,924,004$230,743 ▲2.4%19,3117.7%ETFVONVVanguard Russell 1000 Value$4,329,966$15,930 ▼-0.4%52,4593.4%ETFVONGVanguard Russell 1000 Growth ETF$4,078,863$928 ▲0.0%43,9583.2%ETFVEAVanguard FTSE Developed Markets ETF$3,586,735$273,666 ▲8.3%70,5642.8%ETFAAPLApple$2,219,967$405,387 ▲22.3%9,9941.7%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,793,831$138,133 ▲8.3%39,6341.4%ETFNVDANVIDIA$1,323,211$4,010 ▼-0.3%12,2091.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,243,233$19,860 ▼-1.6%3,4431.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,103,339$187,424 ▼-14.5%22,1110.9%ManufacturingMSFTMicrosoft$1,042,083$360,375 ▲52.9%2,7760.8%Computer and TechnologyVTWOVanguard Russell 2000 ETF$1,037,885$11,856 ▼-1.1%12,8690.8%ETFVTIVanguard Total Stock Market ETF$943,526$322,662 ▼-25.5%3,4330.7%ETFVONEVanguard Russell 1000$893,5870.0%3,5200.7%ETFVXFVanguard Extended Market ETF$812,063$20,672 ▲2.6%4,7140.6%ETFIWDiShares Russell 1000 Value ETF$768,257$2,258 ▲0.3%4,0830.6%ETFOEFiShares S&P 100 ETF$748,5740.0%2,7640.6%ETFESGVVanguard ESG US Stock ETF$735,800$153,390 ▲26.3%7,5120.6%ETFAMZNAmazon.com$649,167$54,034 ▲9.1%3,4120.5%Retail/WholesaleIWBiShares Russell 1000 ETF$576,9780.0%1,8810.5%ETFBRK.BBerkshire Hathaway$426,597$1,065 ▲0.3%8010.3%FinanceIEFAiShares Core MSCI EAFE ETF$413,3520.0%5,4640.3%ETFMETAMeta Platforms$408,639$1,153 ▼-0.3%7090.3%Computer and TechnologyAVGOBroadcom$370,355$8,706 ▼-2.3%2,2120.3%Computer and TechnologyGOOGLAlphabet$350,724$2,010 ▼-0.6%2,2680.3%Computer and TechnologyGOOGAlphabet$328,552$1,250 ▲0.4%2,1030.3%Computer and TechnologyPDPInvesco Dorsey Wright Momentum ETF$323,4350.0%3,2350.3%ETFJPMJPMorgan Chase & Co.$312,758$4,170 ▼-1.3%1,2750.2%FinanceLLYEli Lilly and Company$298,154$5,781 ▲2.0%3610.2%MedicalBIVVanguard Intermediate-Term Bond ETF$276,724$21,057 ▼-7.1%3,6140.2%ETFTSLATesla$248,275$6,220 ▼-2.4%9580.2%Auto/Tires/TrucksVVisa$234,458$2,103 ▼-0.9%6690.2%Business ServicesORCLOracle$228,170$5,592 ▼-2.4%1,6320.2%Computer and TechnologyMAMastercard$210,478$2,741 ▼-1.3%3840.2%Business ServicesUNHUnitedHealth Group$205,834$205,834 ▲New Holding3930.2%MedicalCOSTCostco Wholesale$203,343$3,783 ▼-1.8%2150.2%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$0$204,838 ▼-100.0%00.0%ETFCRMSalesforce$0$202,270 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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