Golden Road Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Growth ETF
VUG
|
+$1.55M |
| 2 |
Apple
AAPL
|
+$1.43M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$1.28M |
| 4 |
NVIDIA
NVDA
|
+$1.24M |
| 5 |
Microsoft
MSFT
|
+$726K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$618K |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$371K |
| 3 |
Walmart Inc
WMT
|
+$237K |
| 4 |
Raymond James Financial
RJF
|
+$228K |
| 5 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$185K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 88.45% |
| 2 | Technology | 6.11% |
| 3 | Financials | 1.87% |
| 4 | Communication Services | 1.32% |
| 5 | Consumer Discretionary | 1.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Vanguard High Dividend Yield ETF
VYM
$79.7B
| $220K | 0.13% |
+1,563
| New | +$215K |
2025 Q3
0 quarters
|
|
52
iShares Core MSCI Emerging Markets ETF
IEMG
$164B
| $220K | 0.13% |
+3,336
| New | +$208K |
2025 Q3
0 quarters
|
|
53
ExxonMobil
XOM
$674B
| $212K | 0.12% |
+1,878
| New | +$209K |
2025 Q3
0 quarters
|
|
Similar funds
Golden Road Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, Golden Road Advisors held 53 positions worth $173M, up 15% from $150M the previous quarter. Its ten largest holdings account for 85% of the portfolio.
Golden Road Advisors deployed $9.63M of net new capital in Q3 2025, opening 12 new positions and adding to 28 existing holdings. Its largest new stake was Vanguard Information Technology ETF: 5,624 shares worth $525K.
By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, down from 92% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $618K trimmed.
- Golden Road Advisors's largest Q3 2025 buy was Vanguard Information Technology ETF: 5,624 shares worth $525K.
- Golden Road Advisors added most to Vanguard Morningstar Growth ETF in Q3 2025, an estimated $1.55M increase.
- Golden Road Advisors's biggest Q3 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $618K.
- Golden Road Advisors's ten largest holdings make up 85% of its $173M portfolio in Q3 2025.
- Golden Road Advisors opened 12 new positions and closed 0 in Q3 2025.
- Golden Road Advisors's portfolio value rose 15% quarter-over-quarter to $173M.
Based on Golden Road Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.