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Golden Road Advisors LLC
Golden Road Advisors LLC is a Registered Investment Advisor (RIA) headquartered in Tampa, Florida. Founded in 2019, the firm provides investment advisory and related services both locally and nationally. It primarily serves individuals, including both high net worth and non-high net worth clients, as well as some pension and profit-sharing plans and a small number of business clients. With a team of 4 to 5 employees, the majority of whom are investment professionals, the firm offers services such as investment management, financial planning, and ongoing portfolio monitoring. Golden Road Advisors is committed to fiduciary standards and personalized advice for each client.
Investment Strategy
Golden Road Advisors provides discretionary and non-discretionary investment advisory services, focusing on understanding each client's investment goals, objectives, and risk tolerance. The firm constructs portfolios using a diversified mix of mutual funds, exchange-traded funds, stocks, bonds, options, and independent managers. Investment decisions prioritize client customization over proprietary products or limited menus, and regular monitoring is integral to their process. Engagements often include holistic financial planning and annual or more frequent reviews. The firm serves primarily retail investors with tailored strategies to match individual financial circumstances.
Latest 13F Filing Activity
Golden Road Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 41 equity positions with a total 13F market value of $150M. The fund increased holdings in Vanguard Index FDS, Vanguard Index FDS, Vanguard Index FDS among other positions. Golden Road Advisors LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 30.61% | $46.0M | 104,994 | $321.11 | $438.40 | +$9.2M |
V VTV | VANGUARD INDEX FDS | 23.94% | $36.0M | 203,699 | $153.43 | $176.74 | +$2.4M |
V VB | VANGUARD INDEX FDS | 10.76% | $16.2M | 68,263 | $216.41 | $236.98 | +$1.2M |
V VOO | VANGUARD INDEX FDS | 7.80% | $11.7M | 20,646 | $453.49 | $568.03 | +$1.8M |
V VONG | VANGUARD SCOTTSDALE FDS | 3.65% | $5.5M | 50,333 | $82.16 | $109.20 | +$1.4M |
Industry Allocation
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