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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 21.70% of Golden State Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CAM (+$6.5M), RTX, CGCV, IXUS, TMSL, IVV, NFLX, WINN, FVD, XLK.
Started 118 new stock positions in ALLW, SOLS, PL, INSP, ALLE, FLNC, PHR, NYT, MICC, LAES.
Reduced shares in these 10 stocks: WDC, PTF, SPY, FTLS, AAPL, USFR, MINT, IWD, SDVY, MDY.
Sold out of its positions in AAON, ANF, Aberdeen Australia Equity Fund, ALRM, AVEM, ARES, ACB, AZO, BCE, BLDP.
Golden State Wealth Management was a net buyer of stock by $31M.
Golden State Wealth Management has $947M in assets under management (AUM), dropping by 4.49%.
Central Index Key (CIK): 0001776033

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Portfolio Holdings for Golden State Wealth Management

Golden State Wealth Management holds 1681 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Golden State Wealth Management has 1681 total positions. Only the first 250 positions are shown.

Sign up to view all of the Golden State Wealth Management Dec. 31, 2025 positions
Download the Golden State Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.2	$68M		100k	685.03	View chart
SPDR S&P MF Closed and MF Open (SPY)	5.7	$54M		79k	681.92	View chart
Apple (AAPL)	3.6	$34M		126k	271.86	View chart
Ishares Core MF Closed and MF Open (AGG)	2.8	$26M		263k	99.88	View chart
NVIDIA Corporation (NVDA)	2.4	$23M		123k	186.49	View chart
First Trust MF Closed and MF Open (FVD)	2.3	$22M	+5%	469k	46.08	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	2.2	$21M		33k	614.32	View chart
Amazon (AMZN)	2.2	$20M		88k	230.82	View chart
Alphabet Common Stock (GOOGL)	2.1	$20M		65k	313.00	View chart
Harbor Etf Trust Long Term Grower (WINN)	1.7	$16M	+7%	523k	31.10	View chart
American Century MF Closed and MF Open (QGRO)	1.6	$15M	+3%	132k	114.52	View chart
Principal Us MF Closed and MF Open (USMC)	1.5	$14M	+4%	208k	68.45	View chart
First Trust MF Closed and MF Open (RDVY)	1.5	$14M	+2%	198k	69.47	View chart
Microsoft Corporation (MSFT)	1.4	$13M		27k	483.96	View chart
State Street MF Closed and MF Open (SPAB)	1.4	$13M		505k	25.75	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.2	$11M	-3%	293k	38.32	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.2	$11M	+3%	123k	89.43	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBUS)	1.1	$11M	+3%	86k	123.31	View chart
First Trust MF Closed and MF Open (FTCS)	1.1	$10M	-2%	108k	92.51	View chart
Tesla Common Stock (TSLA)	1.0	$9.6M	-3%	21k	449.73	View chart
Spdr Series Trust State Street Spd (SPYM)	1.0	$9.4M	+3%	117k	80.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.0	$9.0M		263k	34.26	View chart
Spdr Series Trust State Street Spd (SPYG)	0.8	$7.9M	+3%	74k	106.70	View chart
Blackstone Common Stock (BX)	0.8	$7.8M		51k	154.14	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$7.3M		37k	198.60	View chart
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV)	0.7	$7.0M		180k	38.69	View chart
Ab Active MF Closed and MF Open (CAM)	0.7	$6.5M	NEW	258k	25.09	View chart
Broadcom Common Stock (AVGO)	0.7	$6.3M	+7%	18k	346.11	View chart
Meta Platforms Common Stock (META)	0.6	$6.0M	+3%	9.1k	660.11	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.6	$5.9M	+2%	94k	63.18	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.6	$5.9M		27k	219.78	View chart
Rtx Corp Common Stock (RTX)	0.6	$5.6M	+436%	31k	183.40	View chart
Janus Henderson MF Closed and MF Open (VNLA)	0.6	$5.6M	+3%	114k	49.14	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.6	$5.3M	-10%	106k	50.32	View chart
Spdr Gold Common Stock (GLD)	0.5	$5.1M	-3%	13k	396.31	View chart
State Street MF Closed and MF Open (SPYV)	0.5	$5.1M	+7%	90k	56.81	View chart
First Trust MF Closed and MF Open (UCON)	0.5	$4.9M	+19%	195k	25.17	View chart
Ishares 0-3 MF Closed and MF Open (SGOV)	0.5	$4.7M	+5%	47k	100.38	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.5	$4.5M	-15%	64k	71.00	View chart
First Trust MF Closed and MF Open (FICS)	0.5	$4.4M		111k	40.11	View chart
Invesco S&p MF Closed and MF Open (SPMO)	0.5	$4.4M	-4%	37k	119.32	View chart
Jpmorgan Chase Common Stock (JPM)	0.4	$4.2M		13k	322.23	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.4	$4.1M	-5%	6.6k	627.19	View chart
Palantir Technologies Common Stock (PLTR)	0.4	$4.1M	+13%	23k	177.75	View chart
Ishares Msci MF Closed and MF Open (ACWI)	0.4	$4.0M		29k	141.49	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.4	$4.0M		24k	167.94	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.4	$3.9M	-13%	19k	210.34	View chart
Ishares Intl MF Closed and MF Open (IDV)	0.4	$3.9M	+6%	98k	39.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$3.8M	+8%	12k	313.82	View chart
Invesco Aerospace MF Closed and MF Open (PPA)	0.4	$3.8M		24k	156.63	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.4	$3.7M	-5%	62k	60.17	View chart
Strategy Common Stock (MSTR)	0.4	$3.7M		24k	151.95	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.4	$3.6M	+20%	7.2k	502.65	View chart
Ishares Russell MF Closed and MF Open (IWY)	0.4	$3.5M	-3%	13k	276.94	View chart
State Street MF Closed and MF Open (SPSM)	0.4	$3.5M	+8%	75k	46.86	View chart
State Street MF Closed and MF Open (SPMD)	0.4	$3.4M	-2%	59k	57.91	View chart
Costco Wholesale Common Stock (COST)	0.3	$3.3M	+2%	3.8k	862.38	View chart
First Trust MF Closed and MF Open (BUFQ)	0.3	$3.3M		91k	35.84	View chart
First Trust MF Closed and MF Open (FPE)	0.3	$3.2M	+33%	178k	18.22	View chart
Ishares Russell MF Closed and MF Open (IWO)	0.3	$3.2M		9.9k	323.03	View chart
Ishares Core MF Closed and MF Open (IJH)	0.3	$3.1M	+5%	47k	66.00	View chart
First Trust MF Closed and MF Open (FPX)	0.3	$3.0M		18k	163.59	View chart
Ishares Core MF Closed and MF Open (IJR)	0.3	$3.0M		25k	120.18	View chart
Avantis Intl MF Closed and MF Open (AVDE)	0.3	$3.0M	+2%	36k	82.32	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$2.9M		63k	46.04	View chart
First Trust MF Closed and MF Open (FTSM)	0.3	$2.8M	+16%	48k	59.93	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.3	$2.8M	+2%	67k	41.48	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.3	$2.8M	+20%	55k	50.59	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.3	$2.7M	-3%	29k	94.16	View chart
Visa Com Cl A (V)	0.3	$2.6M		7.5k	350.80	View chart
First Trust MF Closed and MF Open (FMB)	0.3	$2.6M		51k	51.14	View chart
First Trust MF Closed and MF Open (SKYY)	0.3	$2.6M	+4%	20k	130.08	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.3	$2.5M		147k	17.01	View chart
Constellation Energy Common Stock (CEG)	0.3	$2.4M	+10%	6.9k	353.28	View chart
Home Depot Common Stock (HD)	0.3	$2.4M	+5%	7.1k	344.13	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$2.4M	+2%	49k	49.99	View chart
First Trust MF Closed and MF Open (FV)	0.3	$2.4M	-3%	38k	62.92	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.3	$2.4M		54k	44.05	View chart
Fidelity Msci MF Closed and MF Open (FTEC)	0.2	$2.3M	+4%	10k	224.67	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$2.3M	+13%	19k	123.26	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$2.3M	+3%	86k	26.68	View chart
Fidelity Small MF Closed and MF Open (FSMD)	0.2	$2.3M	-2%	51k	44.13	View chart
Walmart Common Stock (WMT)	0.2	$2.2M	+4%	20k	111.41	View chart
Ishares Intl MF Closed and MF Open (IGRO)	0.2	$2.2M	+11%	27k	82.77	View chart
First Trust MF Closed and MF Open (FTGS)	0.2	$2.2M	+7%	62k	35.35	View chart
State Street MF Closed and MF Open (SPIB)	0.2	$2.2M	+5%	64k	33.81	View chart
State Street MF Closed and MF Open (XLK)	0.2	$2.1M	+94%	15k	143.98	View chart
Principal Quality MF Closed and MF Open (PSET)	0.2	$2.1M		28k	76.30	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.2	$2.1M	-15%	18k	114.50	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$2.1M	+16%	34k	60.81	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$2.0M	+11%	29k	71.41	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.2	$2.0M		4.2k	480.62	View chart
Fidelity Stocks MF Closed and MF Open (FCPI)	0.2	$2.0M	-3%	40k	49.48	View chart
State Street MF Closed and MF Open (XLF)	0.2	$1.9M		36k	54.77	View chart
Advanced Micro Common Stock (AMD)	0.2	$1.9M	+6%	9.0k	214.16	View chart
Nyli Mackay MF Closed and MF Open (MMIT)	0.2	$1.9M		79k	24.33	View chart
Fidelity High MF Closed and MF Open (FDVV)	0.2	$1.9M	-5%	34k	56.69	View chart
First Trust MF Closed and MF Open (FDL)	0.2	$1.8M	+13%	41k	44.34	View chart
Caterpillar Common Stock (CAT)	0.2	$1.8M		3.1k	572.88	View chart
Gabelli Equity MF Closed and MF Open (GAB)	0.2	$1.7M	-2%	280k	6.17	View chart
Capital Group MF Closed and MF Open (CGCV)	0.2	$1.7M	NEW	55k	30.49	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.2	$1.6M		12k	136.94	View chart
Ge Vernova Common Stock (GEV)	0.2	$1.6M	+46%	2.5k	653.79	View chart
Boeing Company Common Stock (BA)	0.2	$1.6M	+31%	7.4k	217.14	View chart
Jpmorgan MF Closed and MF Open (JMUB)	0.2	$1.6M		32k	50.50	View chart
Nyli Mackay MF Closed and MF Open (MMIN)	0.2	$1.6M		67k	23.94	View chart
American Express Company (AXP)	0.2	$1.6M	+15%	4.3k	369.86	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.2	$1.5M	-2%	44k	34.15	View chart
Wisdomtree U S MF Closed and MF Open (NTSX)	0.2	$1.5M	+3%	28k	54.81	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.2	$1.5M	+2328%	17k	84.64	View chart
Palo Alto Common Stock (PANW)	0.2	$1.5M	+2%	7.9k	184.20	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.2	$1.5M	-23%	2.4k	603.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.5M		4.3k	335.25	View chart
First Trust MF Closed and MF Open (FEX)	0.2	$1.4M	-8%	12k	118.62	View chart
First Trust MF Closed and MF Open (FXH)	0.2	$1.4M	-4%	13k	113.83	View chart
First Trust MF Closed and MF Open (TDIV)	0.2	$1.4M		15k	96.84	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.2	$1.4M	+79%	25k	58.12	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.1	$1.4M		2.9k	487.92	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$1.4M		33k	41.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.4M	+49%	6.5k	212.17	View chart
State Street MF Closed and MF Open (SPTI)	0.1	$1.4M	+21%	47k	28.84	View chart
Lockheed Martin Common Stock (LMT)	0.1	$1.3M		2.8k	483.81	View chart
Chevron Corp Common Stock (CVX)	0.1	$1.3M		8.8k	152.42	View chart
Jpmorgan MF Closed and MF Open (JIRE)	0.1	$1.3M	+67%	18k	74.88	View chart
Spdr Developed MF Closed and MF Open (SPDW)	0.1	$1.3M	+6%	30k	44.41	View chart
American Electric Common Stock (AEP)	0.1	$1.3M	+2%	12k	115.32	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.1	$1.3M		4.5k	290.23	View chart
Bank America Common Stock (BAC)	0.1	$1.3M	-4%	24k	55.00	View chart
Exxon Mobil Common Stock (XOM)	0.1	$1.3M		11k	120.35	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$1.3M	+26%	8.4k	155.12	View chart
Nyli Ftse MF Closed and MF Open (HFXI)	0.1	$1.3M	-2%	40k	32.45	View chart
Invesco S&p MF Closed and MF Open (XMLV)	0.1	$1.3M		21k	62.37	View chart
T Rowe MF Closed and MF Open (TMSL)	0.1	$1.3M	NEW	35k	35.90	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$1.2M		20k	62.47	View chart
Spdr Index MF Closed and MF Open (QEFA)	0.1	$1.2M	+2%	14k	90.67	View chart
Netflix Common Stock (NFLX)	0.1	$1.2M	+937%	13k	93.76	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$1.2M		8.6k	139.16	View chart
Hercules Capital Common Stock (HTGC)	0.1	$1.2M		64k	18.82	View chart
State Street MF Closed and MF Open (XLY)	0.1	$1.2M	+100%	9.8k	119.42	View chart
Invesco S&p MF Closed and MF Open (SPLV)	0.1	$1.2M	-7%	16k	71.42	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.1	$1.2M	-11%	2.4k	473.40	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.1	$1.1M	+25%	3.3k	343.03	View chart
Applied Materials Common Stock (AMAT)	0.1	$1.1M		4.3k	257.04	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.1	$1.1M	+9%	4.3k	250.34	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$1.1M	-4%	6.9k	154.77	View chart
Taiwan Semiconductor Common Stock (TSM)	0.1	$1.1M	-16%	3.5k	303.90	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.1	$1.0M		5.4k	191.02	View chart
Mckesson Corp Common Stock (MCK)	0.1	$1.0M		1.3k	820.37	View chart
Eli Lilly Common Stock (LLY)	0.1	$1.0M		959.00	1075.53	View chart
American Financial Common Stock (AFG)	0.1	$1.0M		7.5k	136.68	View chart
Franklin Intl MF Closed and MF Open (LVHI)	0.1	$1.0M	+3%	28k	36.82	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$1.0M		4.9k	206.96	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$1.0M		11k	91.01	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$1.0M	+21%	20k	50.86	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.1	$998k	+31%	15k	67.22	View chart
First Trust MF Closed and MF Open (ILDR)	0.1	$997k	+764%	30k	32.99	View chart
First Trust MF Closed and MF Open (CIBR)	0.1	$991k	+143%	14k	71.45	View chart
Rockwell Automation Common Stock (ROK)	0.1	$973k	-3%	2.5k	389.07	View chart
State Street MF Closed and MF Open (XLC)	0.1	$973k		8.3k	117.73	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.1	$972k	+2%	10k	96.03	View chart
Verizon Communications Common Stock (VZ)	0.1	$969k	-7%	24k	40.73	View chart
First Trust MF Closed and MF Open (FCAL)	0.1	$964k	+13%	20k	49.31	View chart
Micron Technology (MU)	0.1	$961k		3.4k	285.49	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.1	$946k	+7%	9.2k	102.42	View chart
State Street MF Closed and MF Open (SPTS)	0.1	$914k	+43%	31k	29.28	View chart
Apollo Global Common Stock (APO)	0.1	$906k		6.3k	144.77	View chart
State Street MF Closed and MF Open (XLP)	0.1	$906k		12k	77.68	View chart
Franklin Dynamic MF Closed and MF Open (FLMI)	0.1	$890k		36k	24.87	View chart
Invesco S&p MF Closed and MF Open (XSHQ)	0.1	$888k	+2%	21k	42.10	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$875k		1.5k	566.48	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$867k	-3%	3.4k	257.98	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$863k		2.8k	305.63	View chart
Sandisk Corp Common Stock (SNDK)	0.1	$862k		3.6k	237.38	View chart
Invesco S&p MF Closed and MF Open (XSMO)	0.1	$859k		12k	72.01	View chart
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV)	0.1	$855k	-8%	24k	35.33	View chart
Thermo Fisher Common Stock (TMO)	0.1	$849k	-24%	1.5k	579.65	View chart
Vertiv Holdings Common Stock (VRT)	0.1	$846k		5.2k	162.02	View chart
Walt Disney Common Stock (DIS)	0.1	$841k	-4%	7.4k	113.78	View chart
Ssga Active Etf Tr State Street Glo (GAL)	0.1	$840k	-8%	17k	49.45	View chart
Southern Company Common Stock (SO)	0.1	$819k		9.4k	87.20	View chart
First Trust MF Closed and MF Open (FAD)	0.1	$818k	-2%	5.1k	161.85	View chart
First Trust MF Closed and MF Open (FIXD)	0.1	$802k		18k	44.32	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$797k	+3%	6.2k	128.83	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.1	$794k	-43%	7.9k	100.35	View chart
Procter & Gamble Common Stock (PG)	0.1	$794k	-8%	5.5k	143.33	View chart
American Century MF Closed and MF Open (KORP)	0.1	$790k	-10%	17k	47.25	View chart
Pimco Short MF Closed and MF Open (SMMU)	0.1	$786k		16k	50.43	View chart
Eaton Corp Common Stock (ETN)	0.1	$785k		2.5k	318.62	View chart
Invesco Short MF Closed and MF Open (TBLL)	0.1	$783k	+25%	7.4k	105.65	View chart
Franklin Clearbridge MF Closed and MF Open (YLDE)	0.1	$781k	+9%	14k	54.19	View chart
Ishares Global MF Closed and MF Open (IOO)	0.1	$771k	-4%	6.1k	126.69	View chart
State Street MF Closed and MF Open (SPMB)	0.1	$754k	+12%	34k	22.42	View chart
Ishares Msci MF Closed and MF Open (GARP)	0.1	$753k	+9%	11k	68.11	View chart
Avantis Core MF Closed and MF Open (AVIG)	0.1	$752k	+7%	18k	41.92	View chart
Merck & Company Common Stock (MRK)	0.1	$750k		7.1k	105.26	View chart
Ishares Core MF Closed and MF Open (AOR)	0.1	$749k	+7%	12k	65.01	View chart
Duke Energy Common Stock (DUK)	0.1	$744k	+39%	6.3k	117.22	View chart
Qualcomm Common Stock (QCOM)	0.1	$730k		4.3k	171.09	View chart
Pgim Ultra MF Closed and MF Open (PULS)	0.1	$723k	-14%	15k	49.59	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.1	$723k	+2%	13k	53.76	View chart
First Trust MF Closed and MF Open (GRID)	0.1	$721k	+281%	4.7k	153.02	View chart
Spdr Euro MF Closed and MF Open (FEZ)	0.1	$721k	-4%	11k	64.39	View chart
Hilton Worldwide Common Stock (HLT)	0.1	$720k		2.5k	287.31	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.1	$718k	+5%	4.8k	148.71	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.1	$717k	-6%	6.3k	113.93	View chart
Spdr Index MF Closed and MF Open (QWLD)	0.1	$714k	-4%	5.0k	143.26	View chart
Invesco Solar MF Closed and MF Open (TAN)	0.1	$713k		15k	49.12	View chart
Ge Aerospace Common Stock (GE)	0.1	$699k	+4%	2.3k	308.16	View chart
State Street MF Closed and MF Open (XLE)	0.1	$673k	+104%	15k	44.71	View chart
Invesco S&p MF Closed and MF Open (SPHD)	0.1	$672k		14k	48.00	View chart
Clearbridge Large MF Closed and MF Open (LRGE)	0.1	$669k	+5%	8.1k	82.34	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.1	$665k	+4%	14k	46.54	View chart
Arista Networks Common Stock (ANET)	0.1	$663k	+4%	5.1k	131.03	View chart
Axon Enterprise Common Stock (AXON)	0.1	$662k		1.2k	567.93	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$660k		2.7k	246.23	View chart
Ishares Silver Common Stock (SLV)	0.1	$658k	-19%	10k	64.42	View chart
Northrop Grumman Common Stock (NOC)	0.1	$646k		1.1k	570.59	View chart
Texas Roadhouse Common Stock (TXRH)	0.1	$646k	+44%	3.9k	166.00	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$610k	-3%	8.8k	69.43	View chart
Tic Solutions Common Stock (TIC)	0.1	$606k		60k	10.11	View chart
Amgen Common Stock (AMGN)	0.1	$598k	-6%	1.8k	327.40	View chart
Granite Construction Common Stock (GVA)	0.1	$597k		5.2k	115.35	View chart
Vanguard High MF Closed and MF Open (VYM)	0.1	$581k	-5%	4.0k	143.54	View chart
First Trust MF Closed and MF Open (HYLS)	0.1	$577k	-29%	14k	41.86	View chart
Jpmorgan Hedged MF Closed and MF Open (HELO)	0.1	$577k	+11%	8.7k	66.43	View chart
State Street MF Closed and MF Open (ULST)	0.1	$576k	+27%	14k	40.51	View chart
Nextera Energy Common Stock (NEE)	0.1	$573k		7.1k	80.29	View chart
Abbvie Common Stock (ABBV)	0.1	$568k	-5%	2.5k	228.55	View chart
Ishares 1-5 MF Closed and MF Open (IGSB)	0.1	$568k	+46%	11k	52.88	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$566k	-10%	21k	27.43	View chart
Bwx Technologies Common Stock (BWXT)	0.1	$561k	-5%	3.2k	172.84	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$559k		3.8k	148.94	View chart
Oracle Corp Common Stock (ORCL)	0.1	$555k	-5%	2.8k	194.97	View chart
Ishares Gold Common Stock (IAU)	0.1	$554k	-7%	6.8k	81.17	View chart
Vanguard Russell MF Closed and MF Open (VTWO)	0.1	$554k		5.6k	99.54	View chart
Public Service Common Stock (PEG)	0.1	$552k		6.9k	80.30	View chart
Lowes Companies Common Stock (LOW)	0.1	$550k	+2%	2.3k	241.25	View chart
Dell Technologies Common Stock (DELL)	0.1	$548k	-16%	4.4k	125.88	View chart
First Trust MF Closed and MF Open (FTCB)	0.1	$540k	-11%	25k	21.23	View chart
Dover Corp Common Stock (DOV)	0.1	$533k	+13%	2.7k	195.29	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$527k	+10%	1.6k	330.17	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$526k		5.4k	97.79	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.1	$524k	-3%	2.6k	199.72	View chart
Morgan Stanley Common Stock (MS)	0.1	$523k		2.9k	177.56	View chart
Ishares A I MF Closed and MF Open (BAI)	0.1	$523k	+34%	16k	33.30	View chart
State Street MF Closed and MF Open (BIL)	0.1	$523k	-12%	5.7k	91.39	View chart
Invesco Intl MF Closed and MF Open (PID)	0.1	$522k	-12%	24k	22.00	View chart
Ishares Msci MF Closed and MF Open (VLUE)	0.1	$513k	+45%	3.8k	136.77	View chart
Union Pacific Corp Common Stock (UNP)	0.1	$510k		2.2k	231.39	View chart
Invesco Dorsey MF Closed and MF Open (PTF)	0.1	$506k	-74%	6.6k	76.49	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 Q4 filed Feb. 13, 2026
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

View all past filings

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