Fund Universe

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☆GOLDEN ROAD ADVISORS LLC

CIK 0002014454 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.783
AUM ($M)
206
Positions
67
Turnover
0.03
Top-10 wt
83%
Herfindahl
0.159
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 68 positions · portfolio value $206M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VUG funds › VANGUARD INDEX FDS ADD — 29.3% +0.4% 60.4 700,912 +585,952 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 23.3% -1.4% 48.1 220,555 +1,994 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 10.1% -0.4% 20.9 68,897 -561 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 6.4% -0.3% 13.2 19,239 -170 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS ADD — 3.3% -0.0% 6.9 53,797 +838 5 —
☆VONV funds › VANGUARD SCOTTSDALE FDS TRIM — 3.2% -0.2% 6.7 62,907 -85 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 2.7% -0.2% 5.6 78,384 +499 5 —
☆AAPL funds › APPLE INC ADD — 1.8% +0.2% 3.6 12,515 +2,018 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.6% -0.0% 3.3 16,454 +455 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 1.2% -0.1% 2.6 42,857 +471 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 1.1% +0.0% 2.3 6,264 +334 5 —
☆IWF funds › ISHARES TR ADD — 0.8% +0.0% 1.7 13,592 +10,277 5 —
☆RJF funds › RAYMOND JAMES FINL INC TRIM — 0.7% -0.1% 1.5 9,917 -144 2 —
☆AMZN funds › AMAZON COM INC ADD — 0.7% +0.1% 1.4 5,808 +689 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.6% +0.1% 1.2 3,492 +212 5 —
☆VXF funds › VANGUARD INDEX FDS TRIM — 0.6% +0.0% 1.2 5,007 -31 5 —
☆VONE funds › VANGUARD SCOTTSDALE FDS HOLD — 0.6% -0.0% 1.2 3,520 +0 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.6% -0.1% 1.2 3,166 +239 5 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS TRIM — 0.6% +0.0% 1.1 9,388 -126 5 —
☆AVGO funds › BROADCOM INC ADD — 0.5% +0.0% 1.1 2,861 +43 5 —
☆IWD funds › ISHARES TR TRIM — 0.5% -0.0% 1.0 4,154 -94 5 —
☆GOOG funds › ALPHABET INC ADD — 0.5% +0.0% 1.0 2,841 +117 5 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD TRIM — 0.5% -0.0% 1.0 7,552 -129 5 —
☆OEF funds › ISHARES TR HOLD — 0.4% -0.0% 0.8 2,180 +0 5 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.3% +0.3% 0.7 595 +595 1 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.3% +0.0% 0.7 5,665 +4,957 4 —
☆META funds › META PLATFORMS INC ADD — 0.3% -0.0% 0.7 1,169 +92 5 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 0.3% -0.0% 0.7 8,518 +652 5 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 0.3% -0.1% 0.6 12,907 +207 5 —
☆IWB funds › ISHARES TR HOLD — 0.3% -0.0% 0.6 1,571 +0 5 —
☆MO funds › ALTRIA GROUP INC NEW — 0.3% +0.3% 0.6 8,892 +8,892 1 —
☆IEFA funds › ISHARES TR TRIM — 0.3% -0.0% 0.6 6,590 -22 5 —
☆WMT funds › WALMART INC ADD — 0.3% -0.1% 0.6 5,610 +41 5 —
☆TSLA funds › TESLA INC ADD — 0.3% +0.0% 0.6 1,496 +81 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.3% +0.0% 0.6 1,880 +128 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.3% +0.0% 0.6 492 +4 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.3% +0.2% 0.6 991 +3 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.3% -0.0% 0.5 1,063 -52 5 —
☆PDP funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.2% +0.0% 0.5 3,175 +0 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.2% -0.0% 0.5 1,801 +77 4 —
☆AMAT funds › APPLIED MATLS INC NEW — 0.2% +0.2% 0.4 542 +542 1 —
☆V funds › VISA INC ADD — 0.2% +0.0% 0.4 1,115 +111 5 —
☆EFA funds › ISHARES TR HOLD — 0.2% -0.0% 0.4 3,542 +0 5 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.0% 0.3 1,311 +175 4 —
☆LRCX funds › LAM RESEARCH CORP NEW — 0.2% +0.2% 0.3 747 +747 1 —
☆KLAC funds › KLA CORP NEW — 0.2% +0.2% 0.3 1,066 +1,066 1 —
☆ZION funds › ZIONS BANCORPORATION NATL AS NEW — 0.2% +0.2% 0.3 4,546 +4,546 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.1% -0.1% 0.3 2,202 +66 4 —
☆INTC funds › INTEL CORP NEW — 0.1% +0.1% 0.3 2,082 +2,082 1 —
☆IEMG funds › ISHARES INC TRIM — 0.1% -0.0% 0.3 3,469 -31 4 —
☆GE funds › GE AEROSPACE ADD — 0.1% +0.0% 0.3 755 +40 2 —
☆IAU funds › ISHARES GOLD TR ADD — 0.1% -0.0% 0.3 3,708 +335 2 —
☆ORCL funds › ORACLE CORP ADD — 0.1% -0.0% 0.3 1,860 +176 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.1% -0.0% 0.3 291 +9 5 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.1% +0.0% 0.3 1,475 +165 2 —
☆CSCO funds › CISCO SYS INC NEW — 0.1% +0.1% 0.3 2,228 +2,228 1 —
☆UNH funds › UNITEDHEALTH GROUP INC NEW — 0.1% +0.1% 0.3 626 +626 1 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 0.3 1,352 +16 4 —
☆IJH funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 3,153 -16 4 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.1% -0.1% 0.2 2,046 -32 2 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.0% 0.2 456 -35 5 —
☆GS funds › GOLDMAN SACHS GROUP INC NEW — 0.1% +0.1% 0.2 228 +228 1 —
☆BAC funds › BANK OF AMER CORP NEW — 0.1% +0.1% 0.2 4,046 +4,046 1 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS NEW — 0.1% +0.1% 0.2 970 +970 1 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 0.1% +0.1% 0.2 612 +612 1 —
☆KO funds › COCA COLA CO NEW — 0.1% +0.1% 0.2 2,538 +2,538 1 —
☆GEV funds › GE VERNOVA INC NEW — 0.1% +0.1% 0.2 172 +172 1 —
☆NFLX funds › NETFLIX INC. EXIT — 0.0% -0.1% 0.0 0 -2,656 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 206 67 0.03 83% 0.159 0.782 — in
2026Q1 174 53 0.04 85% 0.165 0.769 — in
2025Q4 176 49 0.03 87% 0.173 0.761 — in
2025Q3 173 53 0.05 85% 0.162 0.727 — in
2025Q2 150 41 0.05 87% 0.173 0.754 — entered
2025Q1 128 38 0.00 88% 0.176 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status