Golden Road Advisors LLC Portfolio Holdings

Golden Road Advisors LLC

  • $150 Billion
  • Q2 2025

Golden Road Advisors LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $46B, Vanguard Value ETF with a value of $36B, Vanguard Small Cap ETF with a value of $16.2B, Vanguard Index Fds S&P 500 ETF with a value of $11.7B, and Vanguard Russell 1000 Growth E with a value of $5.5B.

Examining the 13F form we can see an increase of $22.3B in the current position value, from $128B to 150B.

Golden Road Advisors LLC is based out at Tampa, FL

Below you can find more details about Golden Road Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $150 Billion
ETFs: $138 Billion
Technology: $5.74 Billion
Financial Services: $2.76 Billion
Communication Services: $1.66 Billion
Consumer Cyclical: $1.11 Billion
Consumer Defensive: $699 Million
Healthcare: $298 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46 Billion 30.61% of portfolio
104,994
Q2 2025 Added 5.59%
$0
$36 Billion 23.94% of portfolio
203,699
Q2 2025 Added 4.71%
$0
$16.2 Billion 10.76% of portfolio
68,263
Q2 2025 Added 1.21%
$0
$11.7 Billion 7.8% of portfolio
20,646
Q2 2025 Added 6.91%
$0
$5.5 Billion 3.65% of portfolio
50,333
Q2 2025 Added 14.5%
$0
$5.03 Billion 3.35% of portfolio
59,075
Q2 2025 Added 12.61%
$0
$4.15 Billion 2.76% of portfolio
72,786
Q2 2025 Added 3.15%
$456B
$2.04 Billion 1.36% of portfolio
12,938
Q2 2025 Added 5.97%
$0
$2.03 Billion 1.35% of portfolio
41,014
Q2 2025 Added 3.48%
$3.69T
$1.73 Billion 1.15% of portfolio
8,412
Q2 2025 Reduced 15.83%
$36.2B
$1.48 Billion 0.98% of portfolio
9,622
Q2 2025 New
$0
$1.48 Billion 0.98% of portfolio
4,862
Q2 2025 Added 41.63%
$0
$1.46 Billion 0.97% of portfolio
3,447
Q2 2025 Added 0.12%
$0
$1.08 Billion 0.72% of portfolio
21,492
Q2 2025 Reduced 2.8%
$0
$1.02 Billion 0.68% of portfolio
5,303
Q2 2025 Added 12.49%
$0
$989 Million 0.66% of portfolio
3,520
Q4 2023 New
$0
$879 Million 0.58% of portfolio
10,073
Q2 2025 Reduced 21.73%
$0
$842 Million 0.56% of portfolio
7,681
Q2 2025 Added 2.25%
$0
$804 Million 0.53% of portfolio
4,137
Q2 2025 Added 1.32%
$0
$783 Million 0.52% of portfolio
2,574
Q2 2025 Reduced 6.87%
$2.26T
$789 Million 0.52% of portfolio
3,597
Q2 2025 Added 5.42%
$127B
$633 Million 0.42% of portfolio
2,297
Q2 2025 Added 3.84%
$0
$639 Million 0.42% of portfolio
1,881
Q3 2024 Reduced 0.9%
$1.78T
$557 Million 0.37% of portfolio
755
Q2 2025 Added 6.49%
$0
$523 Million 0.35% of portfolio
6,264
Q2 2025 Added 14.64%
$281B
$474 Million 0.32% of portfolio
4,850
Q2 2025 New
$1.21T
$439 Million 0.29% of portfolio
2,492
Q2 2025 Added 9.88%
$621B
$414 Million 0.28% of portfolio
853
Q2 2025 Added 6.49%
$859B
$389 Million 0.26% of portfolio
1,341
Q2 2025 Added 5.18%
$1.24T
$369 Million 0.25% of portfolio
2,080
Q2 2025 Reduced 1.09%
$684B
$356 Million 0.24% of portfolio
1,630
Q2 2025 Reduced 0.12%
$0
$351 Million 0.23% of portfolio
3,235
Q3 2024 Reduced 7.28%
$1.08T
$324 Million 0.22% of portfolio
1,021
Q2 2025 Added 6.58%
$0
$309 Million 0.21% of portfolio
3,994
Q2 2025 Added 10.51%
$0
$317 Million 0.21% of portfolio
3,542
Q2 2025 New
$608B
$298 Million 0.2% of portfolio
382
Q2 2025 Added 5.82%
$545B
$292 Million 0.19% of portfolio
218
Q2 2025 New
$551B
$252 Million 0.17% of portfolio
711
Q2 2025 Added 6.28%
$439B
$225 Million 0.15% of portfolio
227
Q2 2025 Added 5.58%
$548B
$227 Million 0.15% of portfolio
404
Q2 2025 Added 5.21%

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $150 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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