Portfolio (Quarterly) Guide ↗

GOLDEN ROAD ADVISORS LLC

· CIK 0002014454

13F Portfolio $174M AUM 53 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 30 Added 12 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MDY	SPDR S&P MIDCAP 400 ETF TR	Financial Services	508	$306K	0.17%	SOLD
2	BAC	BANK AMERICA CORP	Financial Services	3,709	$204K	0.12%	SOLD

Sector Allocation

Technology 44.6%

Financial Services 15.4%

Communication Services 14.2%

Consumer Cyclical 8.7%

Consumer Defensive 6.5%

Healthcare 6.1%

Industrials 2.5%

Energy 2.0%