GOLDEN ROAD ADVISORS LLC
•CIK: 2014454•Filing: Q4 2025
**GOLDEN ROAD ADVISORS LLC** manages $176M across a diversified portfolio of 49 positions. The fund exhibits a significant overweighting toward U.S. large-cap growth and value, evidenced by top holdings including VUG ($54.7M) and VTV ($41.8M). Further concentration is visible in core market exposure via VB ($17.6M) and VOO ($12.3M). The structure suggests a systematic, factor-tilted approach emphasizing established market leaders.
Total AUM
$175.6M
QoQ Performance
+1.6%
Positions
33
Top 10 Concentration
86.6%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VTV
VB
VOO
VUG31.2%
VTV23.8%
VB10.0%
VOO7.0%
VONG3.6%
VONV3.3%
VEA2.8%
AAPL2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.5%
ETF7.0%
Technology6.3%
Consumer1.2%
Financial1.0%
Healthcare0.6%
Industrial0.1%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW2 new positions
↑20 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023