Golden State Wealth Management
$1.1B 13F equity value
1,724 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Golden State Wealth Management covers the quarter ended June 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 | 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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