Golden State Wealth Management
$1.1B 13F equity value
1,724 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES CORE | 106,900 | $80M | 7.3% |
| SPY | STATE STREET | 71,388 | $53M | 4.9% |
| AAPL | APPLE INC | 120,182 | $35M | 3.2% |
| DYNF | ISHARES U S | 400,742 | $27M | 2.5% |
| AGG | ISHARES CORE | 259,018 | $26M | 2.3% |
| NVDA | NVIDIA CORP | 117,884 | $24M | 2.2% |
| QQQ | INVESCO QQQ | 31,300 | $23M | 2.1% |
| GOOGL | ALPHABET INC | 64,449 | $23M | 2.1% |
| AMZN | AMAZON COM | 91,680 | $22M | 2.0% |
| FVD | FIRST TRUST | 361,076 | $17M | 1.6% |
Track Golden State Wealth Management's 13F portfolio: $1.1B in reported holdings, 1,724 positions. Top holdings and quarterly changes on SentiSense.
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