13F Filings History of GOLDEN ROAD ADVISORS LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$175,644,632
Signature - Title
Jeffrey Kikoler - Chief Compliance Officer
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by GOLDEN ROAD ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GOLDEN ROAD ADVISORS LLC reported 49 stock holdings with total value $175,644,632 as of Q4 2025. Top holdings included VUG, VTV, VB, VOO, and VONG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 49 $175,644,632 +$5,070,498 -$5,568,727 -$498,229 VUG, VTV, VB, VOO, VONG 13F-HR 02 Feb 2026, 09:33
Q3 2025 53 $172,786,920 +$12,108,368 -$1,874,019 +$10,234,349 VUG, VTV, VB, VOO, VONG 13F-HR 07 Nov 2025, 08:39
Q2 2025 41 $150,389,557 +$10,067,878 -$1,266,170 +$8,801,708 VUG, VTV, VB, VOO, VONG 13F-HR 04 Aug 2025, 08:44
Q1 2025 38 $128,083,619 +$3,572,202 -$1,026,385 +$2,545,817 VUG, VTV, VB, VOO, VONV 13F-HR 21 Apr 2025, 09:45
Q4 2024 39 $132,209,552 +$4,269,288 -$2,377,657 +$1,891,631 VUG, VTV, VB, VOO, VONG 13F-HR 29 Jan 2025, 10:37
Q3 2024 38 $127,683,127 +$3,107,813 -$881,594 +$2,226,219 VUG, VTV, VB, VOO, VONV 13F-HR 28 Oct 2024, 17:04
Q2 2024 36 $121,000,323 +$2,491,079 -$6,534,954 -$4,043,875 VUG, VTV, VB, VOO, VONG 13F-HR 31 Jul 2024, 16:57
Q1 2024 37 $120,373,464 +$7,835,054 -$1,557,055 +$6,277,999 VUG, VTV, VB, VOO, VONV 13F-HR 18 Apr 2024, 12:01
Q4 2023 35 $104,552,047 $0 $0 $0 VUG, VTV, VB, VOO, VTIP 13F-HR 14 Mar 2024, 07:43