Golden State Wealth Management
$1.1B 13F equity value
1,677 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Golden State Wealth Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES CORE | 108,970 | $83M | 7.6% |
| SPY | STATE STREET | 71,841 | $55M | 5.0% |
| AAPL | APPLE INC | 115,009 | $38M | 3.5% |
| DYNF | ISHARES U S | 447,067 | $31M | 2.8% |
| NVDA | NVIDIA CORP | 115,361 | $26M | 2.4% |
| QQQ | INVESCO QQQ | 32,451 | $24M | 2.2% |
| ACWX | ISHARES MSCI | 306,242 | $23M | 2.1% |
| AMZN | AMAZON COM | 90,476 | $23M | 2.1% |
| AGG | ISHARES CORE | 234,703 | $22M | 2.0% |
| GOOGL | ALPHABET INC | 62,985 | $22M | 2.0% |
Track Golden State Wealth Management's 13F portfolio: $1.1B in reported holdings, 1,677 positions. Top holdings and quarterly changes on SentiSense.
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