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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
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC Financial Services 1,004.0 $303K 0.17% +106.0 +11.8% $302.24 +8.0%
42 IAU ISHARES GOLD TR Financial Services 3,373.0 $297K 0.17% NEW $88.16 -4.2%
43 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 282.0 $281K 0.16% +47.0 +20.0% $996.43 +0.6%
44 RTX RTX CORPORATION Industrials 1,336.0 $258K 0.15% +48.0 +3.7% $192.90 -7.6%
45 NFLX NETFLIX INC. Communication Services 2,656.0 $255K 0.15% +474.0 +21.7% $96.15 -8.6%
46 ORCL ORACLE CORP Technology 1,684.0 $248K 0.14% +178.0 +11.8% $147.11 +30.1%
47 ABBV ABBVIE INC Healthcare 1,136.0 $247K 0.14% +44.0 +4.0% $217.49 -2.4%
48 MA MASTERCARD INCORPORATED Financial Services 491.0 $245K 0.14% +54.0 +12.4% $499.66 -1.1%
49 IEMG ISHARES INC 3,500.0 $244K 0.14% +169.0 +5.1% $69.75 +19.5%
50 PM PHILIP MORRIS INTL INC Consumer Defensive 1,310.0 $217K 0.12% NEW $165.34 +10.2%
51 IJH ISHARES TR 3,169.0 $214K 0.12% -145.0 -4.4% $67.53 +10.3%
52 GE GE AEROSPACE Industrials 715.0 $203K 0.12% NEW $283.77 +9.9%
53 AMD ADVANCED MICRO DEVICES INC Technology 988.0 $201K 0.12% NEW $203.43 +144.9%
Page 3 of 3  ·  53 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%