GOLDEN ROAD ADVISORS LLC
RIA/Wealth
GOLDEN ROAD ADVISORS LLC is a RIA/Wealth based in Tampa, FL led by Jeffrey Stuart Kikoler, managing $172.8M across 53 long positions as of Q3 2025 with 88% ETF concentration, 85% concentrated in top 10 holdings, and 30% allocation to VUG.
CCOJeffrey Stuart Kikoler
- Portfolio Value
- $172.8M
- Positions
- 53
- Top Holding
- VUG at 30.08%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in GOLDEN ROAD ADVISORS LLC's portfolio (85% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $52.0M | 30.08% | +$1.6M Bought | — 108.4K shares | |
ETF ETF | $39.3M | 22.75% | +$1.3M Bought | — 210.7K shares | |
ETF ETF | $17.5M | 10.12% | +$124.3K Bought | — 68.8K shares | |
ETF ETF | $12.0M | 6.95% | -$641.8K Sold | — 19.6K shares | |
ETF ETF | $6.2M | 3.58% | +$125.6K Bought | — 51.4K shares | |
ETF ETF | $5.4M | 3.13% | +$125.2K Bought | — 60.5K shares | |
ETF ETF | $4.7M | 2.69% | +$294.0K Bought | — 77.7K shares | |
Consumer Electronics Technology | $3.8M | 2.17% | +$1.6M Bought | 0.00% 14.7K shares | |
Semiconductors Technology | $3.7M | 2.16% | +$1.3M Bought | 0.00% 20.0K shares | |
ETF ETF | $2.3M | 1.32% | +$64.0K Bought | — 42.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in GOLDEN ROAD ADVISORS LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-49.05% | |
-34.31% | |
-14.28% | |
-12.03% | |
-11.27% |
Analytics
Portfolio insights and performance metrics for GOLDEN ROAD ADVISORS LLC
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