Golden Road Advisors LLC reported 41 positions worth $26.70M for the quarter ended Jun 30, 2026, up 41.8% on the prior quarter. It opened 14 new positions, added to 23, trimmed 4 and exited 1. Its largest holding is Apple Inc. at 13.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | +595 | – | $686.80K | 2.57% |
| MO Altria Group, Inc. | +8,892 | – | $639.78K | 2.4% |
| AAPL Apple Inc. | +2,018 | +19.2% | $583.93K | 13.56% |
| AMAT Applied Materials Inc | +542 | – | $391.87K | 1.47% |
| LRCX Lam Research Corp | +747 | – | $323.70K | 1.21% |
| KLAC Kla Corp | +1,066 | – | $321.62K | 1.2% |
| ZION Zions Bancorporation, National Association | +4,546 | – | $314.54K | 1.18% |
| INTC Intel Corp | +2,082 | – | $290.71K | 1.09% |
| CSCO Cisco Systems, Inc. | +2,228 | – | $261.70K | 0.98% |
| UNH Unitedhealth Group Inc | +626 | – | $260.07K | 0.974% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MU Micron Technology Inc | +595 | $686.80K | 2.57% |
| MO Altria Group, Inc. | +8,892 | $639.78K | 2.4% |
| AMAT Applied Materials Inc | +542 | $391.87K | 1.47% |
| LRCX Lam Research Corp | +747 | $323.70K | 1.21% |
| KLAC Kla Corp | +1,066 | $321.62K | 1.2% |
| ZION Zions Bancorporation, National Association | +4,546 | $314.54K | 1.18% |
| INTC Intel Corp | +2,082 | $290.71K | 1.09% |
| CSCO Cisco Systems, Inc. | +2,228 | $261.70K | 0.98% |
| UNH Unitedhealth Group Inc | +626 | $260.07K | 0.974% |
| GS Goldman Sachs Group Inc | +228 | $230.59K | 0.864% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NFLX Netflix Inc | -2,656 | $255.37K | 1.36% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 12.5K | $3.62M | 13.56% | +2,018 | +19.2% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 16.5K | $3.29M | 12.33% | +455 | +2.8% | Added | 0% |
| 3 | RJF Raymond James Financial Inc | Financial Services | 9,917 | $1.51M | 5.65% | -144 | -1.4% | Reduced | 0.01% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 5,808 | $1.38M | 5.18% | +689 | +13.5% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 3,492 | $1.25M | 4.67% | +212 | +6.5% | Added | 0% |
| 6 | MSFT Microsoft Corp | Technology | 3,166 | $1.18M | 4.42% | +239 | +8.2% | Added | 0% |
| 7 | AVGO Broadcom Inc. | Technology | 2,861 | $1.08M | 4.05% | +43 | +1.5% | Added | 0% |
| 8 | GOOG Alphabet Inc. | Technology | 2,841 | $1.00M | 3.76% | +117 | +4.3% | Added | 0% |
| 9 | MU Micron Technology Inc | Technology | 595 | $686.80K | 2.57% | +595 | – | New | 0% |
| 10 | META Meta Platforms, Inc. | Technology | 1,169 | $658.49K | 2.47% | +92 | +8.5% | Added | 0% |
| 11 | MO Altria Group, Inc. | Consumer Staples | 8,892 | $639.78K | 2.4% | +8,892 | – | New | 0% |
| 12 | WMT Walmart Inc. | Consumer Staples | 5,610 | $635.40K | 2.38% | +41 | +0.7% | Added | 0% |
| 13 | TSLA Tesla, Inc. | Consumer Discretionary | 1,496 | $629.22K | 2.36% | +81 | +5.7% | Added | 0% |
| 14 | JPM Jpmorgan Chase & Co | Financial Services | 1,880 | $615.38K | 2.3% | +128 | +7.3% | Added | 0% |
| 15 | LLY ELI LILLY & Co | Healthcare | 492 | $590.12K | 2.21% | +4 | +0.8% | Added | 0% |
Tip. Select a row to see that position’s full history at Golden Road Advisors.
As of its Q2 2026 13F filing, Golden Road Advisors LLC’s five largest positions were Apple Inc. (AAPL) at 13.6%, Nvidia Corp (NVDA) at 12.3%, Raymond James Financial Inc (RJF) at 5.6%, Amazon Com Inc (AMZN) at 5.2%, Alphabet Inc. (GOOGL) at 4.7% of the reported portfolio.
Golden Road Advisors LLC reported a 13F portfolio worth $26.70M across 41 positions for Q2 2026. That is up 41.8% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($686.80K), Altria Group, Inc. ($639.78K), Apple Inc. ($583.93K). It opened 14 new positions.
Its largest sales by value were Netflix Inc ($255.37K), Berkshire Hathaway Inc ($26.02K), Raymond James Financial Inc ($21.89K). It exited 1 positions entirely.
From the Form 13F-HR reports Golden Road Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.