account_balance
Investment manager · 13F filer · SEC CIK 2014454
Golden Road Advisors LLC
Reported value$241Mas of Sep 30, 2026
Positions75 11 new, 3 sold out
Top 10 weight79.2%VUG alone is 28%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
28.3%Added +8%
VTVVanguard Index FDS
21.2%Added +7%
VBVanguard Index FDS
8.4%Added +3%
VOOVanguard Index FDS
6.3%Added +13%
AAPLApple Inc.
3.1%+78%
VONGVanguard Scottsdale FDS
2.9%
VONVVanguard Scottsdale FDS
2.9%
VEAVanguard Tax-Managed FDS
2.3%
NVDANVIDIA Corp
2.1%+37%
VTI1.9%
MSFTMicrosoft Corp
1.8%
RJF1.2%VUGVanguard Index FDS
28.3%Added +8%
VTVVanguard Index FDS
21.2%Added +7%
VBVanguard Index FDS
8.4%Added +3%
VOO6.3%
AAPLVONG
VONV
VEA
NVDA2.1%VTI1.9%
MSFTRJFBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 28.3% Added +8%
VTV Vanguard Index FDS 21.2% Added +7%
VB Vanguard Index FDS 8.4% Added +3%
VOO Vanguard Index FDS 6.3% Added +13%
AAPL Apple Inc. 3.1% Added +78%VONG Vanguard Scottsdale FDS 2.9% Held
VONV Vanguard Scottsdale FDS 2.9% Held
VEA Vanguard Tax-Managed FDS 2.3% Held
NVDA NVIDIA Corp 2.1% Added +37%VTI Vanguard Index FDS 1.9% Added +90%
MSFT Microsoft Corp 1.8% Added +163%RJF Raymond James Financial Inc 1.2% Added +82%What changed
Biggest moves since Jun 30, 2026
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