Institutional Fund
Golden Road Advisors LLC
Tampa, FLCIK 20144545 filings on record
Portfolio Value
$173.60M
Q1 2026
Holdings
53
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-1.2%
from $175.64M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds28.9%
- Vanguard Index Fds24.7%
- Vanguard Index Fds10.5%
- Vanguard Index Fds6.7%
- Vanguard Scottsdale Fds3.4%
- Vanguard Scottsdale Fds3.3%
- Other22.5%
Portfolio Holdings
53 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 115.0K | $50.21M | 28.9% | +2.8K | Added |
| 2 | Vanguard Index Fds | 218.6K | $42.88M | 24.7% | −388 | Reduced |
| 3 | Vanguard Index Fds | 69.5K | $18.19M | 10.5% | +1.3K | Added |
| 4 | Vanguard Index Fds | 19.4K | $11.60M | 6.7% | −222 | Reduced |
| 5 | Vanguard Scottsdale Fds | 63.0K | $5.90M | 3.4% | −358 | Reduced |
| 6 | Vanguard Scottsdale Fds | 53.0K | $5.81M | 3.3% | +348 | Added |
| 7 | Vanguard Tax-Managed Fds | 77.9K | $4.99M | 2.9% | −593 | Reduced |
| 8 | Nvidia Corporation | 16.0K | $2.79M | 1.6% | +1.6K | Added |
| 9 | Apple Inc | 10.5K | $2.66M | 1.5% | −2.3K | Reduced |
| 10 | Vanguard Intl Equity Index F | 42.4K | $2.29M | 1.3% | −302 | Reduced |
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