GOLDEN ROAD ADVISORS LLC

Q1 2026 13F Detailed Holdings

Location
Tampa, FL
Holdings as of
3/31/2026
Value ($000)
$173,602
Num holdings
53
Date filed
4/29/2026
Form type
13F-HR
Prev filing
2/2/2026
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Parametric Portfolio Associates
2 Freedom UMA
3 Jennison Associates, LLC (MD)
4 Dearborn Partners, LLC (MD)
5 Columbia Threadneedle (MD)
6 Federated Inv Cnslng (MD)
7 Boston Partners (MD)
8 Eagle Asset Management (MD)
9 Atlanta Capital Mgmt Co LLC (MD)
10 Freedom