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Golden State Wealth Management

Latest statistics and disclosures from Golden State Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SPY, AAPL, AGG, NVDA, and represent 22.12% of Golden State Wealth Management's stock portfolio.
Added to shares of these 10 stocks: QGRO (+$13M), BBUS (+$9.8M), LMBS, FTEC, NVDA, PYLD, VOO, MSTR, SPY, IWY.
Started 139 new stock positions in GXO, BSCV, STAG, CGUS, SEZL, TRMB, PSKY, IBDW, PSCT, MUST.
Reduced shares in these 10 stocks: GBTG, RDVY, USFR, FIXD, FVD, JPST, FEZ, BX, FSK, WINN.
Sold out of its positions in AEVA, ACLS, BBY, XTEN, XAGE, CAVA, CHX, Chargepoint Holdings Inc Com Cl A, EXPD, FYX.
Golden State Wealth Management was a net buyer of stock by $26M.
Golden State Wealth Management has $906M in assets under management (AUM), dropping by 10.27%.
Central Index Key (CIK): 0001776033

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Portfolio Holdings for Golden State Wealth Management

Golden State Wealth Management holds 1667 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Golden State Wealth Management has 1667 total positions. Only the first 250 positions are shown.

Sign up to view all of the Golden State Wealth Management Sept. 30, 2025 positions
Download the Golden State Wealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core MF Closed and MF Open (IVV)	7.2	$66M		98k	669.30	View chart
SPDR S&P MF Closed and MF Open (SPY)	5.9	$53M	+2%	80k	666.19	View chart
Apple Common Stock (AAPL)	3.6	$33M		128k	254.63	View chart
Ishares Core MF Closed and MF Open (AGG)	2.9	$26M		260k	100.25	View chart
Nvidia Corp Common Stock (NVDA)	2.5	$23M	+8%	122k	186.58	View chart
First Trust MF Closed and MF Open (FVD)	2.3	$21M	-6%	446k	46.24	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	2.2	$20M		33k	600.37	View chart
Amazon Common Stock (AMZN)	2.1	$19M	+3%	88k	219.57	View chart
Alphabet Common Stock (GOOGL)	1.8	$16M		65k	243.10	View chart
Harbor Long MF Closed and MF Open (WINN)	1.7	$15M	-4%	488k	31.16	View chart
American Century MF Closed and MF Open (QGRO)	1.6	$15M	+809%	128k	114.40	View chart
Microsoft Corp Common Stock (MSFT)	1.6	$14M	+3%	28k	517.97	View chart
Principal Us MF Closed and MF Open (USMC)	1.5	$14M		198k	68.17	View chart
Spdr Aggregate MF Closed and MF Open (SPAB)	1.4	$13M		504k	25.85	View chart
First Trust MF Closed and MF Open (RDVY)	1.4	$13M	-13%	193k	67.26	View chart
First Trust MF Closed and MF Open (SDVY)	1.3	$12M		305k	38.02	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	1.2	$11M		119k	88.96	View chart
First Trust MF Closed and MF Open (FTCS)	1.1	$10M	-3%	110k	93.64	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBUS)	1.1	$10M	+3495%	83k	120.66	View chart
Tesla Common Stock (TSLA)	1.1	$9.8M		22k	444.73	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	1.0	$8.8M		113k	78.34	View chart
First Trust MF Closed and MF Open (BUFR)	1.0	$8.8M	+11%	264k	33.42	View chart
Blackstone Common Stock (BX)	1.0	$8.6M	-7%	51k	170.85	View chart
Strategy Common Stock (MSTR)	0.9	$7.9M	+19%	24k	322.21	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	0.8	$7.5M	+7%	72k	104.51	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.8	$7.1M		37k	194.50	View chart
First Trust MF Closed and MF Open (HUSV)	0.8	$7.0M	-2%	177k	39.84	View chart
Meta Platforms Common Stock (META)	0.7	$6.4M		8.7k	734.40	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.7	$6.0M	-22%	118k	50.27	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.6	$5.8M		27k	215.79	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.6	$5.8M	-2%	91k	62.91	View chart
Broadcom Common Stock (AVGO)	0.6	$5.6M		17k	329.92	View chart
Janus Henderson MF Closed and MF Open (VNLA)	0.6	$5.4M		109k	49.29	View chart
First Trust MF Closed and MF Open (FTLS)	0.6	$5.3M	+7%	76k	69.95	View chart
Spdr Gold Common Stock (GLD)	0.5	$4.8M		13k	355.47	View chart
Invesco S&p MF Closed and MF Open (SPMO)	0.5	$4.7M	+21%	39k	121.06	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.5	$4.6M	+2%	83k	55.33	View chart
Ishares 0-3 MF Closed and MF Open (SGOV)	0.5	$4.5M	-3%	45k	100.70	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.5	$4.4M	-8%	22k	203.60	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.5	$4.3M	+60%	7.0k	612.44	View chart
First Trust MF Closed and MF Open (FICS)	0.5	$4.2M	-4%	110k	38.14	View chart
First Trust MF Closed and MF Open (UCON)	0.5	$4.1M	+20%	164k	25.19	View chart
Jpmorgan Chase Common Stock (JPM)	0.4	$4.1M		13k	315.45	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.4	$4.0M	-3%	24k	164.55	View chart
Ishares Msci MF Closed and MF Open (ACWI)	0.4	$3.9M		28k	138.24	View chart
Invesco Aerospace MF Closed and MF Open (PPA)	0.4	$3.8M		25k	155.45	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.4	$3.7M	-15%	65k	57.47	View chart
Palantir Technologies Common Stock (PLTR)	0.4	$3.7M		20k	182.42	View chart
Ishares Russell MF Closed and MF Open (IWY)	0.4	$3.6M	+37%	13k	273.65	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	0.4	$3.4M	-3%	60k	57.19	View chart
Costco Wholesale Common Stock (COST)	0.4	$3.4M	-4%	3.7k	925.63	View chart
Ishares Intl MF Closed and MF Open (IDV)	0.4	$3.4M	+8%	92k	36.55	View chart
First Trust MF Closed and MF Open (BUFQ)	0.4	$3.2M	-5%	92k	34.84	View chart
Ishares Russell MF Closed and MF Open (IWO)	0.4	$3.2M	-3%	10k	320.05	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.4	$3.2M	+11%	69k	46.32	View chart
First Trust MF Closed and MF Open (FPX)	0.3	$3.1M	-3%	19k	166.16	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.3	$3.0M	+3%	6.0k	502.76	View chart
Ishares Core MF Closed and MF Open (IJR)	0.3	$3.0M	-2%	25k	118.83	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.3	$2.9M	-4%	63k	46.24	View chart
Ishares Core MF Closed and MF Open (IJH)	0.3	$2.9M	-3%	45k	65.26	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.3	$2.8M		30k	95.14	View chart
Avantis Intl MF Closed and MF Open (AVDE)	0.3	$2.8M	-8%	35k	78.90	View chart
Alphabet Common Stock (GOOG)	0.3	$2.7M	+7%	11k	243.56	View chart
Home Depot Common Stock (HD)	0.3	$2.7M		6.7k	405.24	View chart
First Trust MF Closed and MF Open (FMB)	0.3	$2.6M		51k	50.70	View chart
Wisdomtree Intl MF Closed and MF Open (IQDG)	0.3	$2.6M	+2%	65k	39.88	View chart
Visa Common Stock (V)	0.3	$2.6M		7.6k	341.40	View chart
First Trust MF Closed and MF Open (SKYY)	0.3	$2.5M		19k	134.42	View chart
First Trust MF Closed and MF Open (WCMI)	0.3	$2.5M	+2%	146k	16.87	View chart
First Trust MF Closed and MF Open (FTSM)	0.3	$2.4M	-10%	41k	59.91	View chart
First Trust MF Closed and MF Open (FV)	0.3	$2.4M	-3%	39k	61.92	View chart
First Trust MF Closed and MF Open (FPE)	0.3	$2.4M	+8%	134k	18.24	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.3	$2.4M	-4%	22k	110.66	View chart
Wisdomtree Yield MF Closed and MF Open (AGGY)	0.3	$2.4M	+2%	54k	44.27	View chart
First Trust MF Closed and MF Open (LMBS)	0.3	$2.4M	+1320%	47k	49.79	View chart
Fidelity Small MF Closed and MF Open (FSMD)	0.3	$2.3M	+16%	52k	44.01	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.3	$2.3M	-35%	45k	50.73	View chart
Pimco Enhanced MF Closed and MF Open (PYLD)	0.2	$2.2M	+267%	83k	26.84	View chart
Fidelity Msci MF Closed and MF Open (FTEC)	0.2	$2.2M	+980%	9.9k	222.17	View chart
Technology Select MF Closed and MF Open (XLK)	0.2	$2.2M	-3%	7.7k	281.88	View chart
Principal Quality MF Closed and MF Open (PSET)	0.2	$2.1M	-4%	28k	76.11	View chart
Fidelity Stocks MF Closed and MF Open (FCPI)	0.2	$2.1M		41k	50.10	View chart
Spdr Portfolio MF Closed and MF Open (SPIB)	0.2	$2.1M	+5%	61k	33.89	View chart
Constellation Energy Common Stock (CEG)	0.2	$2.1M	+41%	6.3k	329.10	View chart
First Trust MF Closed and MF Open (FTGS)	0.2	$2.1M	+9%	57k	35.91	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.2	$2.0M	+5%	17k	120.72	View chart
Fidelity High MF Closed and MF Open (FDVV)	0.2	$2.0M	-3%	36k	55.71	View chart
Invesco Dorsey MF Closed and MF Open (PTF)	0.2	$2.0M		26k	74.82	View chart
Walmart Common Stock (WMT)	0.2	$2.0M	+13%	19k	103.06	View chart
Financial Select MF Closed and MF Open (XLF)	0.2	$1.9M		36k	53.87	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.2	$1.9M		4.2k	463.80	View chart
Nyli Mackay MF Closed and MF Open (MMIT)	0.2	$1.9M	-2%	78k	24.30	View chart
Ishares Intl MF Closed and MF Open (IGRO)	0.2	$1.9M	+9%	24k	79.67	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.2	$1.9M	-22%	3.2k	596.09	View chart
Gabelli Equity MF Closed and MF Open (GAB)	0.2	$1.7M	-15%	287k	6.09	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.2	$1.7M		26k	67.83	View chart
Ishares U S MF Closed and MF Open (DYNF)	0.2	$1.7M	+3%	29k	59.20	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.2	$1.7M		12k	142.41	View chart
Jpmorgan MF Closed and MF Open (JMUB)	0.2	$1.6M	+3%	32k	50.47	View chart
Nyli Mackay MF Closed and MF Open (MMIN)	0.2	$1.6M	-2%	67k	23.81	View chart
First Trust MF Closed and MF Open (FDL)	0.2	$1.6M	+3%	36k	43.41	View chart
Palo Alto Common Stock (PANW)	0.2	$1.6M		7.7k	203.62	View chart
First Trust MF Closed and MF Open (FEX)	0.2	$1.6M	-6%	13k	116.82	View chart
Hartford Total MF Closed and MF Open (HTRB)	0.2	$1.6M		45k	34.29	View chart
Netflix Common Stock (NFLX)	0.2	$1.5M	-3%	1.3k	1198.92	View chart
Caterpillar Common Stock (CAT)	0.2	$1.5M	-5%	3.1k	477.26	View chart
First Trust MF Closed and MF Open (TDIV)	0.2	$1.5M	-3%	15k	98.59	View chart
First Trust MF Closed and MF Open (FXH)	0.2	$1.5M	-7%	13k	109.67	View chart
Wisdomtree U S MF Closed and MF Open (NTSX)	0.2	$1.4M	+14%	27k	53.92	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.2	$1.4M		4.4k	328.30	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.2	$1.4M	-20%	14k	100.69	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.2	$1.4M		2.9k	479.70	View chart
Lockheed Martin Common Stock (LMT)	0.2	$1.4M	-2%	2.8k	499.30	View chart
Goldman Sachs MF Closed and MF Open (GEM)	0.2	$1.4M	-2%	34k	40.73	View chart
Chevron Corp Common Stock (CVX)	0.2	$1.4M	+13%	8.8k	155.29	View chart
Advanced Micro Common Stock (AMD)	0.2	$1.4M	-6%	8.4k	161.79	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.1	$1.3M	+2%	4.5k	293.76	View chart
Western Digital Common Stock (WDC)	0.1	$1.3M		11k	120.06	View chart
Invesco S&p MF Closed and MF Open (XMLV)	0.1	$1.3M	-7%	21k	63.56	View chart
Invesco S&p MF Closed and MF Open (SPLV)	0.1	$1.3M	-22%	18k	73.48	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.1	$1.3M	-2%	2.8k	468.45	View chart
Bank America Common Stock (BAC)	0.1	$1.3M		25k	51.59	View chart
American Electric Common Stock (AEP)	0.1	$1.3M		11k	112.51	View chart
Nyli Ftse MF Closed and MF Open (HFXI)	0.1	$1.3M	-4%	40k	31.01	View chart
American Express Common Stock (AXP)	0.1	$1.2M		3.7k	332.22	View chart
Boeing Company Common Stock (BA)	0.1	$1.2M	+18%	5.7k	215.86	View chart
Hercules Capital Common Stock (HTGC)	0.1	$1.2M	-14%	65k	18.91	View chart
Spdr Developed MF Closed and MF Open (SPDW)	0.1	$1.2M	+17%	28k	42.79	View chart
Exxon Mobil Common Stock (XOM)	0.1	$1.2M	+14%	11k	112.76	View chart
Spdr Series MF Closed and MF Open (SDY)	0.1	$1.2M	+4%	8.5k	140.10	View chart
Consumer Discretionary MF Closed and MF Open (XLY)	0.1	$1.2M		4.9k	239.66	View chart
Taiwan Semiconductor Common Stock (TSM)	0.1	$1.2M	+8%	4.2k	279.35	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$1.2M	+2%	19k	59.92	View chart
Spdr Index MF Closed and MF Open (QEFA)	0.1	$1.2M		13k	87.92	View chart
Verizon Communications Common Stock (VZ)	0.1	$1.1M		26k	43.95	View chart
Spdr Intermediate MF Closed and MF Open (SPTI)	0.1	$1.1M	+16%	39k	28.90	View chart
American Financial Common Stock (AFG)	0.1	$1.1M		7.5k	145.72	View chart
Ge Vernova Common Stock (GEV)	0.1	$1.0M	+33%	1.7k	614.95	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.1	$1.0M		5.5k	186.51	View chart
Industrial Select MF Closed and MF Open (XLI)	0.1	$1.0M	-13%	6.6k	154.23	View chart
Healthcare Select MF Closed and MF Open (XLV)	0.1	$1.0M		7.3k	139.19	View chart
Victoryshares Us MF Closed and MF Open (CFA)	0.1	$1.0M		11k	90.98	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.1	$1.0M	-5%	3.9k	256.46	View chart
Communication Services MF Closed and MF Open (XLC)	0.1	$997k	+3%	8.4k	118.38	View chart
Mckesson Corp Common Stock (MCK)	0.1	$980k		1.3k	772.61	View chart
Rtx Corp Common Stock (RTX)	0.1	$951k	+10%	5.7k	167.33	View chart
Thermo Fisher Common Stock (TMO)	0.1	$946k	+2%	1.9k	485.12	View chart
Franklin Intl MF Closed and MF Open (LVHI)	0.1	$930k		27k	34.75	View chart
Procter & Gamble Common Stock (PG)	0.1	$928k		6.0k	153.67	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.1	$923k	-3%	9.9k	93.38	View chart
Eaton Corp Common Stock (ETN)	0.1	$914k	-6%	2.4k	374.39	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.1	$914k		12k	78.37	View chart
First Trust MF Closed and MF Open (HDMV)	0.1	$913k		26k	34.68	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$913k	+9%	4.9k	185.44	View chart
Spdr Ssga MF Closed and MF Open (GAL)	0.1	$909k	-31%	19k	49.12	View chart
Rockwell Automation Common Stock (ROK)	0.1	$907k		2.6k	349.53	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.1	$902k	+5%	8.6k	104.97	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.1	$894k	+7%	4.3k	206.51	View chart
American Century MF Closed and MF Open (KORP)	0.1	$894k	-17%	19k	47.60	View chart
Walt Disney Common Stock (DIS)	0.1	$887k		7.7k	114.51	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$883k		3.5k	254.35	View chart
Invesco S&p MF Closed and MF Open (XSHQ)	0.1	$883k	+5%	21k	43.03	View chart
Southern Company Common Stock (SO)	0.1	$881k		9.3k	94.78	View chart
Franklin Dynamic MF Closed and MF Open (FLMI)	0.1	$879k		36k	24.77	View chart
Applied Materials Common Stock (AMAT)	0.1	$878k		4.3k	204.78	View chart
Invesco S&p MF Closed and MF Open (XSMO)	0.1	$874k	+6%	12k	73.57	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.1	$869k	+11%	2.6k	332.89	View chart
Oracle Corp Common Stock (ORCL)	0.1	$852k	+17%	3.0k	281.26	View chart
Pgim Ultra MF Closed and MF Open (PULS)	0.1	$848k	-31%	17k	49.83	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$843k		2.8k	303.96	View chart
First Trust MF Closed and MF Open (FCAL)	0.1	$837k	+138%	17k	48.77	View chart
Axon Enterprise Common Stock (AXON)	0.1	$837k		1.2k	717.64	View chart
Apollo Global Common Stock (APO)	0.1	$836k	+8%	6.3k	133.27	View chart
First Trust MF Closed and MF Open (FAD)	0.1	$830k		5.2k	160.55	View chart
First Trust MF Closed and MF Open (HYLS)	0.1	$826k	+23%	20k	42.05	View chart
Global X MF Closed and MF Open (AIQ)	0.1	$803k	+5%	16k	49.40	View chart
First Trust MF Closed and MF Open (FIXD)	0.1	$803k	-65%	18k	44.42	View chart
Acuren Corp Common Stock (TIC)	0.1	$798k	NEW	60k	13.31	View chart
Vertiv Holdings Common Stock (VRT)	0.1	$788k	-10%	5.2k	150.88	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.1	$786k	+14%	14k	57.52	View chart
Jpmorgan MF Closed and MF Open (JIRE)	0.1	$785k	+43%	11k	73.54	View chart
Pimco Short MF Closed and MF Open (SMMU)	0.1	$774k		15k	50.57	View chart
Ishares Global MF Closed and MF Open (IOO)	0.1	$765k	-42%	6.4k	120.01	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.1	$763k	-26%	6.7k	113.89	View chart
Ishares Esg MF Closed and MF Open (DSI)	0.1	$751k		6.0k	125.95	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.1	$747k	+15%	11k	65.92	View chart
Dell Technologies Common Stock (DELL)	0.1	$740k	+11%	5.2k	141.77	View chart
Spdr Index MF Closed and MF Open (QWLD)	0.1	$731k	-39%	5.2k	140.45	View chart
Spdr Euro MF Closed and MF Open (FEZ)	0.1	$725k	-58%	12k	62.12	View chart
Franklin Clearbridge MF Closed and MF Open (YLDE)	0.1	$721k	-5%	13k	54.61	View chart
Eli Lilly Common Stock (LLY)	0.1	$720k		943.00	763.32	View chart
Qualcomm Common Stock (QCOM)	0.1	$716k		4.3k	166.39	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.1	$708k	+7%	13k	54.18	View chart
Arista Networks Common Stock (ANET)	0.1	$706k	-5%	4.8k	145.71	View chart
Northrop Grumman Common Stock (NOC)	0.1	$700k		1.1k	609.80	View chart
Avantis Core MF Closed and MF Open (AVIG)	0.1	$699k	+4%	17k	42.08	View chart
Invesco S&p MF Closed and MF Open (SPHD)	0.1	$693k	-8%	14k	49.45	View chart
Ishares Core MF Closed and MF Open (AOR)	0.1	$690k	+32%	11k	64.38	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$689k	-6%	1.5k	447.33	View chart
Spdr Mortgage MF Closed and MF Open (SPMB)	0.1	$670k	+27%	30k	22.44	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.1	$669k	-6%	4.6k	145.66	View chart
Ishares Msci MF Closed and MF Open (GARP)	0.1	$663k	+10%	10k	65.64	View chart
Energy Select MF Closed and MF Open (XLE)	0.1	$656k	+7%	7.3k	89.35	View chart
Ge Aerospace Common Stock (GE)	0.1	$652k	+6%	2.2k	300.83	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$649k		2.7k	241.99	View chart
Clearbridge Large MF Closed and MF Open (LRGE)	0.1	$644k	-22%	7.7k	83.35	View chart
Hilton Worldwide Common Stock (HLT)	0.1	$640k	+2%	2.5k	259.49	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.1	$637k	+14%	14k	46.71	View chart
Spdr Portfolio MF Closed and MF Open (SPTS)	0.1	$637k	+21%	22k	29.32	View chart
Invesco Solar MF Closed and MF Open (TAN)	0.1	$633k		15k	43.63	View chart
Bwx Technologies Common Stock (BWXT)	0.1	$631k	-10%	3.4k	184.37	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.1	$629k	+35%	23k	27.30	View chart
Invesco Short MF Closed and MF Open (TBLL)	0.1	$626k	+8%	5.9k	105.65	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.1	$618k	-2%	9.1k	68.09	View chart
First Trust MF Closed and MF Open (FTCB)	0.1	$614k	-11%	29k	21.31	View chart
Abbvie Common Stock (ABBV)	0.1	$610k		2.6k	231.58	View chart
Vanguard High MF Closed and MF Open (VYM)	0.1	$606k		4.3k	140.98	View chart
Spdr Bloomberg MF Closed and MF Open (BIL)	0.1	$599k	+43%	6.5k	91.75	View chart
Merck & Company Common Stock (MRK)	0.1	$597k	+9%	7.1k	83.94	View chart
Invesco Intl MF Closed and MF Open (PID)	0.1	$577k	-7%	27k	21.27	View chart
Public Service Common Stock (PEG)	0.1	$573k		6.9k	83.46	View chart
Granite Construction Common Stock (GVA)	0.1	$570k	-6%	5.2k	109.65	View chart
Duke Energy Common Stock (DUK)	0.1	$564k		4.6k	123.76	View chart
Lowes Companies Common Stock (LOW)	0.1	$561k	-2%	2.2k	251.31	View chart
Micron Technology Common Stock (MU)	0.1	$554k		3.3k	167.40	View chart
Linde Common Stock (LIN)	0.1	$553k	+12%	1.2k	475.14	View chart
Amgen Common Stock (AMGN)	0.1	$552k		2.0k	282.34	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.1	$546k		3.7k	145.65	View chart
Nuveen Esg MF Closed and MF Open (NULG)	0.1	$545k		5.5k	99.46	View chart
Vanguard Russell MF Closed and MF Open (VTWO)	0.1	$542k		5.5k	97.84	View chart
Ishares Gold Common Stock (IAU)	0.1	$540k	-28%	7.4k	72.77	View chart
Ishares Silver Common Stock (SLV)	0.1	$538k	-2%	13k	42.37	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.1	$533k	-12%	2.7k	195.88	View chart
Nextera Energy Common Stock (NEE)	0.1	$532k	-4%	7.1k	75.50	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.1	$530k	+10%	8.1k	65.00	View chart
Union Pacific Corp Common Stock (UNP)	0.1	$528k	+20%	2.2k	236.38	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$526k	-4%	1.9k	279.84	View chart
First Trust MF Closed and MF Open (KNG)	0.1	$521k	-9%	11k	49.31	View chart
Kkr & Co Common Stock (KKR)	0.1	$520k		4.0k	129.95	View chart
Invesco S&p MF Closed and MF Open (XMVM)	0.1	$513k	-8%	8.3k	61.63	View chart
Jpmorgan Hedged MF Closed and MF Open (HELO)	0.1	$508k		7.8k	65.00	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.1	$506k		6.5k	78.10	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$501k	+61%	1.5k	345.48	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.1	$496k		2.6k	189.74	View chart
U S Treasury MF Closed and MF Open (TBIL)	0.1	$491k		9.8k	50.00	View chart
Pgim Aaa MF Closed and MF Open (PAAA)	0.1	$490k	-12%	9.5k	51.50	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.1	$489k	-13%	998.00	490.38	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.1	$484k		13k	38.57	View chart
Pepsico Common Stock (PEP)	0.1	$475k	-3%	3.4k	140.45	View chart
Doubleline Income MF Closed and MF Open (DSL)	0.1	$468k	-7%	38k	12.28	View chart

Past Filings by Golden State Wealth Management

SEC 13F filings are viewable for Golden State Wealth Management going back to 2019

Golden State Wealth Management 2025 Q3 filed Nov. 3, 2025
Golden State Wealth Management 2025 Q2 filed Aug. 6, 2025
Golden State Wealth Management 2025 Q1 restated filed April 24, 2025
Golden State Wealth Management 2025 Q1 filed April 23, 2025
Golden State Wealth Management 2024 Q4 filed Jan. 28, 2025
Golden State Wealth Management 2022 Q1 restated filed May 19, 2022
Golden State Wealth Management 2022 Q1 filed May 16, 2022
Golden State Wealth Management 2021 Q4 filed Feb. 14, 2022
Golden State Wealth Management 2021 Q3 filed Nov. 15, 2021
Golden State Wealth Management 2021 Q2 filed Aug. 12, 2021
Golden State Wealth Management 2021 Q1 filed May 14, 2021
Golden State Wealth Management 2020 Q4 filed Jan. 28, 2021
Golden State Wealth Management 2020 Q3 filed Nov. 12, 2020
Golden State Wealth Management 2020 Q2 amended filed Aug. 13, 2020
Golden State Wealth Management 2020 Q2 filed Aug. 11, 2020
Golden State Wealth Management 2020 Q1 filed April 17, 2020

View all past filings

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