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Portfolio (Quarterly) Guide ↗

GOLDEN ROAD ADVISORS LLC

· CIK 0002014454
13F Portfolio $206M AUM 67 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 32 Added 12 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 595.0 $687K 0.33% NEW $1154.29 -19.1%
2 MO ALTRIA GROUP INC Consumer Defensive 8,892.0 $640K 0.31% NEW $71.95 -3.3%
3 AMAT APPLIED MATLS INC Technology 542.0 $392K 0.19% NEW $723.00 -38.9%
4 LRCX LAM RESEARCH CORP Technology 747.0 $324K 0.16% NEW $433.33 -33.0%
5 KLAC KLA CORP Technology 1,066.0 $322K 0.16% NEW $301.71 -43.4%
6 ZION ZIONS BANCORPORATION NATL AS Financial Services 4,546.0 $315K 0.15% NEW $69.19 -4.1%
7 INTC INTEL CORP Technology 2,082.0 $291K 0.14% NEW $139.63 -36.3%
8 CSCO CISCO SYS INC Technology 2,228.0 $262K 0.13% NEW $117.46 -6.6%
9 UNH UNITEDHEALTH GROUP INC Healthcare 626.0 $260K 0.13% NEW $415.44 -4.6%
10 GS GOLDMAN SACHS GROUP INC Financial Services 228.0 $231K 0.11% NEW $1011.37 -0.9%
11 BAC BANK OF AMER CORP Financial Services 4,046.0 $231K 0.11% NEW $56.98 +8.8%
12 VIG VANGUARD SPECIALIZED FUNDS 970.0 $230K 0.11% NEW $236.62 +1.9%
13 PANW PALO ALTO NETWORKS INC Technology 612.0 $209K 0.10% NEW $341.02 +6.2%
14 KO COCA COLA CO Consumer Defensive 2,538.0 $206K 0.10% NEW $81.27 +8.3%
15 GEV GE VERNOVA INC Utilities 172.0 $202K 0.10% NEW $1174.86 -23.5%

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 50.7%
Financial Services 15.1%
Consumer Defensive 8.0%
Consumer Cyclical 8.0%
Communication Services 7.6%
Healthcare 6.5%
Industrials 2.1%
Energy 1.2%
Utilities 0.8%