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GRA

Golden Road Advisors Portfolio holdings

AUM $206M
1-Year Est. Return 24.94%
This Fund
S&P 500
This Quarter Est. Return
+16.79%
1 Year Est. Return
+24.94%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
+$32.6M
Cap. Flow
+$6.39M
Cap. Flow %
3.1%
Top 10 Hldgs %
83.01%
Holding
68
New
15
Increased
33
Reduced
14
Closed
1

Top Buys

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$938K
2
MO icon
Altria Group
MO
+$621K
3
AAPL icon
Apple
AAPL
+$577K
4
MU icon
Micron Technology
MU
+$446K
5
VTV icon
Vanguard Morningstar Value ETF
VTV
+$416K

Top Sells

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$255K
2
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$161K
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$113K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$21.9K

Sector Composition

Rank Sector Weight
1 Technology 6.18%
2 Financials 1.96%
3 Communication Services 1.41%
4 Consumer Staples 0.98%
5 Consumer Discretionary 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGT icon
26
Vanguard Information Technology ETF
VGT
$146B
$677K 0.33%
5,665
+1
+0% +$109
META icon
27
Meta Platforms (Facebook)
META
$1.39T
$658K 0.32%
1,169
+92
+9% +$56.3K
BIV icon
28
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$653K 0.32%
8,518
+652
+8% +$50.1K
VTIP icon
29
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$648K 0.31%
12,907
+207
+2% +$10.4K
IWB icon
30
iShares Russell 1000 ETF
IWB
$49.3B
$643K 0.31%
1,571
– –
MO icon
31
Altria Group
MO
$112B
$640K 0.31%
+8,892
New +$621K
IEFA icon
32
iShares Core MSCI EAFE ETF
IEFA
$194B
$636K 0.31%
6,590
-22
-0.3% -$2.11K
WMT icon
33
Walmart Inc
WMT
$826B
$635K 0.31%
5,610
+41
+0.7% +$5.09K
TSLA icon
34
Tesla
TSLA
$1.36T
$629K 0.31%
1,496
+81
+6% +$32.2K
JPM icon
35
JPMorgan Chase
JPM
$942B
$615K 0.3%
1,880
+128
+7% +$39.8K
LLY icon
36
Eli Lilly
LLY
$1.13T
$590K 0.29%
492
+4
+0.8% +$4.09K
AMD icon
37
Advanced Micro Devices
AMD
$758B
$576K 0.28%
991
+3
+0.3% +$1.23K
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.07T
$532K 0.26%
1,063
-52
-5% -$25K
PDP icon
39
Invesco Dorsey Wright Momentum ETF
PDP
$1.47B
$482K 0.23%
3,175
– –
JNJ icon
40
Johnson & Johnson
JNJ
$652B
$457K 0.22%
1,801
+77
+4% +$17.9K
AMAT icon
41
Applied Materials
AMAT
$392B
$392K 0.19%
+542
New +$250K
V icon
42
Visa
V
$687B
$383K 0.19%
1,115
+111
+11% +$35.6K
EFA icon
43
iShares MSCI EAFE ETF
EFA
$79.5B
$368K 0.18%
3,542
– –
ABBV icon
44
AbbVie
ABBV
$468B
$330K 0.16%
1,311
+175
+15% +$37.7K
LRCX icon
45
Lam Research
LRCX
$386B
$324K 0.16%
+747
New +$227K
KLAC icon
46
KLA
KLAC
$244B
$322K 0.16%
+1,066
New +$212K
ZION icon
47
Zions Bancorporation
ZION
$10B
$315K 0.15%
+4,546
New +$287K
XOM icon
48
ExxonMobil
XOM
$689B
$301K 0.15%
2,202
+66
+3% +$9.88K
INTC icon
49
Intel
INTC
$485B
$291K 0.14%
+2,082
New +$211K
IEMG icon
50
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$287K 0.14%
3,469
-31
-0.9% -$2.47K
1
2
3

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Golden Road Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Golden Road Advisors held 68 positions worth $206M, up 19% from $174M the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Golden Road Advisors deployed $6.39M of net new capital in Q2 2026, opening 15 new positions and adding to 33 existing holdings. Its largest new stake was Altria Group: 8,892 shares worth $640K.

By sector, the portfolio is most concentrated in Technology at 6.2% of assets, up from 4.7% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard Morningstar Small-Cap ETF, an estimated $161K trimmed.

  • Golden Road Advisors's largest Q2 2026 buy was Altria Group: 8,892 shares worth $640K.
  • Golden Road Advisors added most to Vanguard Morningstar Growth ETF in Q2 2026, an estimated $938K increase.
  • Golden Road Advisors's biggest Q2 2026 reduction was Vanguard Morningstar Small-Cap ETF, cutting an estimated $161K.
  • Golden Road Advisors fully exited Netflix in Q2 2026, selling an estimated $255K.
  • Golden Road Advisors's ten largest holdings make up 83% of its $206M portfolio in Q2 2026.
  • Golden Road Advisors opened 15 new positions and closed 1 in Q2 2026.
  • Golden Road Advisors's portfolio value rose 19% quarter-over-quarter to $206M.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.