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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002014454

GOLDEN ROAD ADVISORS LLC

TAMPA, FL · File #028-24016

Latest AUM
$175.6M
Positions
49
Top-10 Concentration
86.6%
Filings
9

Sector Allocation

Technology
4.8%$8.5M
Healthcare
0.6%$1.0M
Financials
0.5%$940,981
Consumer Staples
0.2%$290,000
Industrials
0.1%$236,219
Energy
0.1%$234,543

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908736112,188$54.7M31.16%
2VANGUARD INDEX FDS922908744218,949$41.8M23.81%
3VANGUARD INDEX FDS92290875168,122$17.6M10.00%
4VANGUARD INDEX FDS92290836319,631$12.3M7.01%
5VANGUARD SCOTTSDALE FDS92206C68052,611$6.4M3.65%
6VANGUARD SCOTTSDALE FDS92206C71463,350$5.8M3.33%
7VANGUARD TAX-MANAGED FDS92194385878,478$4.9M2.79%
8APPLE INCAAPL12,828$3.5M1.99%
9NVIDIA CORPORATIONNVDA14,431$2.7M1.53%
10VANGUARD INTL EQUITY INDEX F92204285842,688$2.3M1.31%
11VANGUARD INDEX FDS9229087694,750$1.6M0.91%
12ISHARES TR4642876143,323$1.6M0.90%
13MICROSOFT CORPMSFT2,975$1.4M0.82%
14VANGUARD SCOTTSDALE FDS92206C7303,520$1.1M0.62%
15AMAZON COM INCAMZN4,433$1.0M0.58%
16VANGUARD INDEX FDS9229086524,861$1.0M0.58%
17VANGUARD SCOTTSDALE FDS92206C6649,928$988,0350.56%
18ISHARES TR4642875984,397$924,8650.53%
19ALPHABET INCGOOG2,944$921,4720.52%
20VANGUARD WORLD FD9219107337,512$908,6520.52%