Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, DYNF, AGG, and represent 20.16% of Golden State Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$15M), IEMG (+$11M), BAI (+$8.9M), PZA (+$5.6M), THRO (+$5.0M), IVV, LSGR, BLCR, MTUM, IALT.
Started 117 new stock positions in DWAS, UYLD, EVRG, KRMN, Aevex Corp, AVEM, OPTX, HON, CQQQ, EG.
Reduced shares in these 10 stocks: FVD (-$5.9M), RDVY (-$5.8M), QGRO, CAM, WINN, BBUS, FPE, CGCV, FTGS, SPYG.
Sold out of its positions in LRGC, ADT, AMC, ANIP, ADEA, ACM, Air Lease Corp, BMRN, BSM, BGR.
Golden State Wealth Management was a net buyer of stock by $71M.
Golden State Wealth Management has $1.1B in assets under management (AUM), dropping by 19.85%.
Central Index Key (CIK): 0001776033

Tip: Access up to 7 years of quarterly data

Positions held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Golden State Wealth Management

Golden State Wealth Management holds 1620 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Golden State Wealth Management has 1620 total positions. Only the first 250 positions are shown.

Sign up to view all of the Golden State Wealth Management June 30, 2026 positions
Download the Golden State Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core MF Closed and MF Open (IVV)	7.3	$80M	+5%	107k	748.89	View chart
State Street MF Closed and MF Open (SPY)	4.9	$53M		71k	746.78	View chart
Apple Common Stock (AAPL)	3.2	$35M		120k	289.36	View chart
Ishares U S MF Closed and MF Open (DYNF)	2.5	$27M	+119%	401k	68.01	View chart
Ishares Core MF Closed and MF Open (AGG)	2.3	$26M		259k	98.98	View chart
Nvidia Corp Common Stock (NVDA)	2.2	$24M		118k	200.09	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	2.1	$23M		31k	736.42	View chart
Alphabet Common Stock (GOOGL)	2.1	$23M	-2%	64k	357.37	View chart
Amazon Common Stock (AMZN)	2.0	$22M	+4%	92k	238.34	View chart
First Trust MF Closed and MF Open (FVD)	1.6	$17M	-25%	361k	48.18	View chart
Principal Us MF Closed and MF Open (USMC)	1.4	$16M		214k	74.13	View chart
Ishares Core MF Closed and MF Open (IEMG)	1.3	$14M	+326%	174k	82.84	View chart
Harbor Long MF Closed and MF Open (WINN)	1.3	$14M	-22%	431k	32.47	View chart
American Century MF Closed and MF Open (QGRO)	1.1	$12M	-25%	101k	118.05	View chart
First Trust MF Closed and MF Open (SDVY)	1.1	$12M	-8%	271k	43.14	View chart
Ishares A I MF Closed and MF Open (BAI)	1.0	$12M	+344%	218k	52.72	View chart
State Street MF Closed and MF Open (SPAB)	1.0	$11M	-5%	436k	25.52	View chart
First Trust MF Closed and MF Open (FTCS)	1.0	$11M	+2%	116k	93.92	View chart
First Trust MF Closed and MF Open (RDVY)	0.9	$9.4M	-38%	116k	81.06	View chart
First Trust MF Closed and MF Open (BUFR)	0.8	$9.2M		253k	36.53	View chart
Tesla Common Stock (TSLA)	0.8	$9.0M		21k	420.60	View chart
Microsoft Corp Common Stock (MSFT)	0.7	$8.1M		22k	373.03	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBUS)	0.7	$7.9M	-31%	58k	134.72	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.7	$7.5M	-10%	34k	219.43	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	0.7	$7.4M		77k	95.62	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.7	$7.3M	+6%	101k	72.28	View chart
Sandisk Corp Common Stock (SNDK)	0.7	$7.2M	+2%	3.2k	2273.73	View chart
Broadcom Common Stock (AVGO)	0.6	$7.1M		19k	377.76	View chart
State Street MF Closed and MF Open (SPYM)	0.6	$7.1M	+8%	80k	87.88	View chart
Ishares U S MF Closed and MF Open (THRO)	0.6	$7.0M	+260%	162k	43.11	View chart
Abrdn Physical MF Closed and MF Open (SIVR)	0.6	$6.8M		121k	56.22	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.6	$6.3M	-2%	27k	236.62	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.6	$6.2M	+132%	18k	342.84	View chart
First Trust MF Closed and MF Open (FICS)	0.5	$5.9M	+4%	141k	41.78	View chart
Blackstone Common Stock (BX)	0.5	$5.8M	-3%	49k	117.67	View chart
Advanced Micro Common Stock (AMD)	0.5	$5.7M	+5%	9.8k	580.91	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.5	$5.7M	+98%	74k	76.55	View chart
Invesco National MF Closed and MF Open (PZA)	0.5	$5.7M	+8532%	241k	23.52	View chart
Janus Henderson MF Closed and MF Open (VNLA)	0.5	$5.5M	+2%	112k	48.87	View chart
Meta Platforms Common Stock (META)	0.5	$5.2M		9.2k	563.30	View chart
First Trust MF Closed and MF Open (UCON)	0.5	$5.1M	-13%	204k	24.88	View chart
Rtx Corp Common Stock (RTX)	0.5	$5.0M	-13%	26k	189.74	View chart
Micron Technology Common Stock (MU)	0.4	$4.8M	+5%	4.2k	1154.29	View chart
First Trust MF Closed and MF Open (FTLS)	0.4	$4.7M		63k	73.80	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.4	$4.6M	+34%	34k	137.53	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.4	$4.6M		6.7k	686.84	View chart
Ishares Msci MF Closed and MF Open (ACWI)	0.4	$4.5M	-11%	28k	156.97	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	0.4	$4.5M	+12%	15k	302.98	View chart
Jpmorgan Chase Common Stock (JPM)	0.4	$4.4M	-3%	14k	327.35	View chart
State Street MF Closed and MF Open (SPYV)	0.4	$4.4M	-14%	73k	60.79	View chart
Spdr Gold Common Stock (GLD)	0.4	$4.4M	-5%	12k	368.38	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.4	$4.4M		23k	188.09	View chart
First Trust MF Closed and MF Open (HUSV)	0.4	$4.4M	-3%	111k	39.28	View chart
Invesco Aerospace MF Closed and MF Open (PPA)	0.4	$4.2M	-2%	24k	176.65	View chart
Alphabet Common Stock (GOOG)	0.4	$4.2M	+4%	12k	353.36	View chart
Ishares 10-20yr MF Closed and MF Open (TLH)	0.4	$4.1M	+362%	41k	100.35	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.4	$4.0M		80k	50.35	View chart
First Trust MF Closed and MF Open (CIBR)	0.4	$4.0M	+29%	45k	89.85	View chart
Jpmorgan Active MF Closed and MF Open (JGRO)	0.4	$4.0M	+9%	40k	98.59	View chart
Wisdomtree Us MF Closed and MF Open (QGRW)	0.4	$3.9M	+9%	60k	66.03	View chart
State Street MF Closed and MF Open (SPYG)	0.4	$3.9M	-30%	33k	118.99	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.4	$3.9M	-6%	16k	242.44	View chart
First Trust MF Closed and MF Open (GRID)	0.4	$3.9M	+40%	20k	191.75	View chart
Costco Wholesale Common Stock (COST)	0.3	$3.7M		4.0k	935.67	View chart
Ishares Russell MF Closed and MF Open (IWO)	0.3	$3.7M		9.5k	393.98	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.3	$3.7M	+45%	16k	227.07	View chart
Ishares Large MF Closed and MF Open (BLCR)	0.3	$3.7M	+5056%	73k	50.37	View chart
First Trust MF Closed and MF Open (FPX)	0.3	$3.7M		18k	206.18	View chart
Natixis Loomis MF Closed and MF Open (LSGR)	0.3	$3.7M	NEW	87k	42.13	View chart
Pimco Enhanced MF Closed and MF Open (PYLD)	0.3	$3.7M	+40%	138k	26.52	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.3	$3.7M	+3%	59k	62.20	View chart
Jpmorgan MF Closed and MF Open (JIRE)	0.3	$3.6M	+131%	44k	82.49	View chart
Ishares Core MF Closed and MF Open (IJR)	0.3	$3.6M	-6%	24k	148.31	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.3	$3.5M	-2%	6.9k	500.39	View chart
Fidelity Msci MF Closed and MF Open (FTEC)	0.3	$3.4M	+10%	12k	285.58	View chart
Ishares Systematic MF Closed and MF Open (IALT)	0.3	$3.3M	NEW	118k	28.05	View chart
First Trust MF Closed and MF Open (BUFQ)	0.3	$3.3M		84k	39.27	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.3	$3.3M	+2%	5.1k	640.86	View chart
Ishares 0-3 MF Closed and MF Open (SGOV)	0.3	$3.3M	-11%	32k	100.67	View chart
Ishares Msci MF Closed and MF Open (GARP)	0.3	$3.2M	+194%	39k	82.55	View chart
Avantis Intl MF Closed and MF Open (AVDE)	0.3	$3.2M		36k	89.20	View chart
First Trust MF Closed and MF Open (SKYY)	0.3	$3.2M		23k	134.56	View chart
Caterpillar Common Stock (CAT)	0.3	$3.1M		2.9k	1065.24	View chart
Global X MF Closed and MF Open (SHLD)	0.3	$3.1M	+792%	52k	59.71	View chart
State Street MF Closed and MF Open (SPMD)	0.3	$3.1M	-2%	46k	67.56	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.3	$3.1M	+264%	25k	124.43	View chart
Ishares Core MF Closed and MF Open (IJH)	0.3	$3.1M	-15%	40k	77.11	View chart
Applied Materials Common Stock (AMAT)	0.3	$3.0M		4.1k	723.01	View chart
Palo Alto Common Stock (PANW)	0.3	$3.0M		8.7k	341.03	View chart
Jpmorgan MF Closed and MF Open (JEPI)	0.3	$2.9M	+3%	52k	56.48	View chart
State Street MF Closed and MF Open (ALLW)	0.3	$2.9M	+513%	98k	29.27	View chart
First Trust MF Closed and MF Open (FTSM)	0.3	$2.8M		47k	59.73	View chart
First Trust MF Closed and MF Open (FV)	0.3	$2.8M	-2%	37k	75.88	View chart
Ge Vernova Common Stock (GEV)	0.3	$2.8M	-2%	2.4k	1175.33	View chart
First Trust MF Closed and MF Open (LMBS)	0.2	$2.7M		54k	49.78	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.2	$2.7M		59k	45.49	View chart
State Street MF Closed and MF Open (SPSM)	0.2	$2.6M	-14%	45k	57.67	View chart
Visa Common Stock (V)	0.2	$2.6M		7.5k	343.12	View chart
Ishares Intl MF Closed and MF Open (IDV)	0.2	$2.6M	-35%	62k	41.43	View chart
Palantir Technologies Common Stock (PLTR)	0.2	$2.5M		22k	116.67	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.2	$2.5M	+12%	49k	50.57	View chart
Vaneck Merk MF Closed and MF Open (OUNZ)	0.2	$2.4M	+20%	62k	38.59	View chart
State Street MF Closed and MF Open (XLK)	0.2	$2.4M	-8%	12k	190.53	View chart
Ishares Gold Common Stock (IAU)	0.2	$2.3M	+224%	31k	75.51	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.2	$2.3M	+7%	18k	127.76	View chart
First Trust MF Closed and MF Open (FMB)	0.2	$2.2M	-3%	43k	51.37	View chart
State Street MF Closed and MF Open (DIA)	0.2	$2.2M	-2%	4.2k	522.49	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.2	$2.2M		36k	61.46	View chart
State Street MF Closed and MF Open (SPIB)	0.2	$2.1M		64k	33.46	View chart
Home Depot Common Stock (HD)	0.2	$2.1M		6.0k	352.72	View chart
First Trust MF Closed and MF Open (WCMI)	0.2	$2.1M		107k	19.57	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.2	$2.1M	+81%	45k	46.15	View chart
T Rowe MF Closed and MF Open (TMSL)	0.2	$2.1M	+4%	47k	43.85	View chart
Walmart Common Stock (WMT)	0.2	$2.1M	-10%	18k	113.26	View chart
Vertiv Holdings Common Stock (VRT)	0.2	$2.1M		6.1k	334.87	View chart
Strategy Common Stock (MSTR)	0.2	$2.0M	-8%	23k	86.93	View chart
Ishares Core MF Closed and MF Open (IAGG)	0.2	$2.0M	+237%	40k	50.60	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.2	$2.0M	+9%	21k	95.44	View chart
Nyli Mackay MF Closed and MF Open (MMIT)	0.2	$1.9M		79k	24.35	View chart
Wisdomtree Yield MF Closed and MF Open (AGGY)	0.2	$1.9M	+5%	44k	43.48	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.2	$1.9M	-16%	20k	96.46	View chart
Boeing Company Common Stock (BA)	0.2	$1.9M	+11%	8.6k	216.49	View chart
Principal Quality MF Closed and MF Open (PSET)	0.2	$1.9M	-4%	25k	75.80	View chart
Global X MF Closed and MF Open (AIQ)	0.2	$1.8M	+53%	28k	65.62	View chart
Ishares Intermediate MF Closed and MF Open (INMU)	0.2	$1.8M	+1156%	75k	24.25	View chart
Jpmorgan MF Closed and MF Open (JMUB)	0.2	$1.8M	+6%	36k	50.66	View chart
Horizon Expedition MF Closed and MF Open (HBTA)	0.2	$1.8M	-7%	55k	32.69	View chart
Nyli Mackay MF Closed and MF Open (MMIN)	0.2	$1.8M	+10%	74k	24.21	View chart
Zacks Tr MF Closed and MF Open (SMIZ)	0.2	$1.8M	NEW	40k	44.62	View chart
Ishares U S MF Closed and MF Open (GOVT)	0.2	$1.8M	+332%	78k	22.78	View chart
Ishares Silver Common Stock (SLV)	0.2	$1.8M	+16%	33k	53.47	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.2	$1.8M		12k	146.42	View chart
Touchstone Dynamic MF Closed and MF Open (TDI)	0.2	$1.7M	-2%	39k	44.92	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.2	$1.7M	+487%	14k	124.17	View chart
Taiwan Semiconductor Common Stock (TSM)	0.2	$1.7M		3.6k	477.65	View chart
State Street MF Closed and MF Open (XLF)	0.2	$1.7M	-5%	32k	53.61	View chart
First Trust MF Closed and MF Open (FEX)	0.2	$1.7M	-2%	12k	139.87	View chart
Wisdomtree U S MF Closed and MF Open (NTSX)	0.2	$1.7M	-4%	28k	59.05	View chart
American Electric Common Stock (AEP)	0.1	$1.6M		12k	136.81	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.1	$1.6M	+4%	4.3k	370.08	View chart
First Trust MF Closed and MF Open (TDIV)	0.1	$1.6M		14k	114.88	View chart
First Trust MF Closed and MF Open (FCAL)	0.1	$1.6M	+75%	32k	49.65	View chart
Dell Technologies Common Stock (DELL)	0.1	$1.6M	-10%	3.6k	431.46	View chart
Arm Holdings Common Stock (ARM)	0.1	$1.6M	-8%	4.4k	354.57	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.1	$1.5M	-16%	4.2k	365.88	View chart
Global X MF Closed and MF Open (MLPX)	0.1	$1.5M	NEW	21k	73.66	View chart
Janus Henderson MF Closed and MF Open (JAAA)	0.1	$1.5M	+280%	31k	50.49	View chart
State Street MF Closed and MF Open (QEFA)	0.1	$1.5M	+12%	16k	96.01	View chart
Gabelli Equity MF Closed and MF Open (GAB)	0.1	$1.5M	-6%	268k	5.66	View chart
Invesco S&p MF Closed and MF Open (SPMO)	0.1	$1.5M	-39%	9.4k	161.55	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.1	$1.5M	+301%	19k	80.57	View chart
First Trust MF Closed and MF Open (FXH)	0.1	$1.5M		12k	122.41	View chart
Exxon Mobil Common Stock (XOM)	0.1	$1.5M		11k	136.73	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.1	$1.5M	-12%	2.1k	703.34	View chart
Chevron Corp Common Stock (CVX)	0.1	$1.5M		8.9k	165.76	View chart
Lockheed Martin Common Stock (LMT)	0.1	$1.4M		2.8k	509.50	View chart
State Street MF Closed and MF Open (SDY)	0.1	$1.4M	+10%	9.4k	152.19	View chart
Ab Ca MF Closed and MF Open (CAM)	0.1	$1.4M	-74%	57k	25.16	View chart
First Trust MF Closed and MF Open (SDVD)	0.1	$1.4M	NEW	61k	23.09	View chart
Nyli Ftse MF Closed and MF Open (HFXI)	0.1	$1.4M		37k	38.09	View chart
Eli Lilly Common Stock (LLY)	0.1	$1.4M	+7%	1.2k	1199.44	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.1	$1.4M	+498%	16k	86.14	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.1	$1.4M	+22%	1.8k	763.14	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$1.4M		19k	71.25	View chart
Invesco S&p MF Closed and MF Open (XMLV)	0.1	$1.3M		20k	66.33	View chart
Lam Research Common Stock (LRCX)	0.1	$1.3M	+9%	3.0k	433.38	View chart
American Express Common Stock (AXP)	0.1	$1.3M		3.8k	338.29	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.1	$1.3M	+12%	11k	112.89	View chart
First Trust MF Closed and MF Open (FIW)	0.1	$1.3M	+3762%	12k	109.52	View chart
Franklin Intl MF Closed and MF Open (LVHI)	0.1	$1.2M	+10%	31k	40.58	View chart
Rockwell Automation Common Stock (ROK)	0.1	$1.2M		2.5k	495.08	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$1.2M	+2%	4.8k	254.02	View chart
State Street MF Closed and MF Open (XLY)	0.1	$1.1M		9.7k	117.28	View chart
Space Exploration Common Stock (SPCX)	0.1	$1.1M	NEW	6.6k	170.86	View chart
Bank America Common Stock (BAC)	0.1	$1.1M	-16%	20k	56.98	View chart
Eaton Corp Common Stock (ETN)	0.1	$1.1M	+4%	2.6k	426.22	View chart
Victoryshares Us MF Closed and MF Open (CFA)	0.1	$1.1M		11k	98.80	View chart
Fidelity Enhanced MF Closed and MF Open (FESM)	0.1	$1.1M	+9%	22k	48.29	View chart
American Financial Common Stock (AFG)	0.1	$1.0M		7.5k	139.94	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.1	$1.0M		10k	103.88	View chart
Ishares California MF Closed and MF Open (CMF)	0.1	$1.0M	+920%	18k	57.64	View chart
Goldman Sachs MF Closed and MF Open (GEM)	0.1	$1.0M	-3%	20k	52.00	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.1	$993k		4.6k	217.94	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$979k		3.2k	303.20	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.1	$977k	+27%	9.7k	100.82	View chart
State Street MF Closed and MF Open (XLP)	0.1	$969k		12k	83.07	View chart
Invesco S&p MF Closed and MF Open (XSHQ)	0.1	$952k	-7%	20k	48.36	View chart
First Trust MF Closed and MF Open (FAD)	0.1	$951k	-5%	4.8k	199.97	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.1	$945k	+16%	16k	59.69	View chart
Verizon Communications Common Stock (VZ)	0.1	$944k		22k	42.34	View chart
State Street MF Closed and MF Open (XLV)	0.1	$940k	-10%	5.9k	158.69	View chart
Ishares Russell MF Closed and MF Open (IWY)	0.1	$939k	-37%	3.2k	290.63	View chart
Mckesson Corp Common Stock (MCK)	0.1	$937k	-2%	1.2k	755.84	View chart
Franklin Dynamic MF Closed and MF Open (FLMI)	0.1	$935k	+2%	37k	25.17	View chart
Horizon Digital MF Closed and MF Open (YNOT)	0.1	$934k	+5%	28k	33.13	View chart
Southern Company Common Stock (SO)	0.1	$904k		9.4k	95.72	View chart
First Trust MF Closed and MF Open (FTHI)	0.1	$892k	+7%	37k	23.85	View chart
T Rowe MF Closed and MF Open (TOUS)	0.1	$876k	-12%	23k	38.37	View chart
Merck & Company Common Stock (MRK)	0.1	$873k		6.8k	128.51	View chart
Linde Common Stock (LIN)	0.1	$858k	+48%	1.7k	518.99	View chart
Fidelity Enhanced MF Closed and MF Open (FMDE)	0.1	$854k	+8%	21k	40.58	View chart
Ishares Esg MF Closed and MF Open (DSI)	0.1	$854k	-3%	6.0k	142.39	View chart
Procter & Gamble Common Stock (PG)	0.1	$853k		5.8k	146.64	View chart
Invesco Solar MF Closed and MF Open (TAN)	0.1	$852k		14k	59.15	View chart
Constellation Energy Common Stock (CEG)	0.1	$852k	-50%	3.4k	248.41	View chart
Hilton Worldwide Common Stock (HLT)	0.1	$850k		2.6k	330.56	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$848k	+21%	2.8k	300.51	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.1	$839k	+19%	27k	31.71	View chart
First Trust MF Closed and MF Open (FPE)	0.1	$833k	-72%	47k	17.88	View chart
Invesco Short MF Closed and MF Open (TBLL)	0.1	$832k	+29%	7.9k	105.57	View chart
Franklin Clearbridge MF Closed and MF Open (YLDE)	0.1	$816k		15k	55.62	View chart
Netflix Common Stock (NFLX)	0.1	$815k	-13%	11k	71.40	View chart
Arista Networks Common Stock (ANET)	0.1	$812k		4.8k	169.88	View chart
Pimco Short MF Closed and MF Open (SMMU)	0.1	$808k	+2%	16k	50.50	View chart
Ishares Core MF Closed and MF Open (AOR)	0.1	$807k		12k	69.50	View chart
Qualcomm Common Stock (QCOM)	0.1	$803k	+2%	4.3k	184.80	View chart
Ge Aerospace Common Stock (GE)	0.1	$800k	+5%	2.1k	373.88	View chart
Western Digital Common Stock (WDC)	0.1	$796k		1.2k	639.06	View chart
Teradyne Common Stock (TER)	0.1	$794k		1.6k	484.11	View chart
First Trust MF Closed and MF Open (HDMV)	0.1	$791k	+4%	21k	37.01	View chart
Texas Roadhouse Common Stock (TXRH)	0.1	$790k		4.1k	193.23	View chart
Granite Construction Common Stock (GVA)	0.1	$790k	+2%	5.0k	158.08	View chart
Apollo Global Common Stock (APO)	0.1	$787k	+4%	6.7k	118.33	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$785k	+9%	1.9k	415.72	View chart
Ast Spacemobile Common Stock (ASTS)	0.1	$767k	+115%	8.6k	88.86	View chart
State Street MF Closed and MF Open (GAL)	0.1	$754k		14k	52.84	View chart
Berkshire Hathaway Common Stock (BRK.A)	0.1	$749k	NEW	1.00	748850.00	View chart
Thermo Fisher Common Stock (TMO)	0.1	$746k		1.5k	501.60	View chart
Duke Energy Common Stock (DUK)	0.1	$743k	+2%	5.9k	126.60	View chart
First Trust MF Closed and MF Open (FTGS)	0.1	$742k	-70%	20k	37.00	View chart
Corning Common Stock (GLW)	0.1	$736k	+13%	2.9k	255.43	View chart
Nucor Corp Common Stock (NUE)	0.1	$733k	+4%	3.3k	222.79	View chart
Cisco Systems Common Stock (CSCO)	0.1	$729k	+66%	6.2k	117.48	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.1	$704k	+5%	4.3k	164.30	View chart
Nextera Energy Common Stock (NEE)	0.1	$704k	+12%	8.0k	87.78	View chart
Ishares Msci MF Closed and MF Open (VLUE)	0.1	$701k		3.5k	199.86	View chart
Cummins Common Stock (CMI)	0.1	$698k		979.00	713.25	View chart
Fidelity Small MF Closed and MF Open (FSMD)	0.1	$698k	-32%	13k	52.85	View chart
Abbvie Common Stock (ABBV)	0.1	$691k		2.7k	251.66	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$676k		2.5k	270.41	View chart
State Street MF Closed and MF Open (XLE)	0.1	$676k	-10%	13k	53.11	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.1	$666k		8.8k	75.80	View chart
Goldman Sachs MF Closed and MF Open (GPIQ)	0.1	$664k	NEW	11k	59.31	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.1	$658k	+8%	2.6k	252.25	View chart
Amgen Common Stock (AMGN)	0.1	$657k		1.8k	362.27	View chart
State Street MF Closed and MF Open (XLC)	0.1	$655k	-15%	6.1k	107.13	View chart
State Street MF Closed and MF Open (SPDW)	0.1	$640k	-46%	13k	50.39	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$631k		1.6k	397.76	View chart
Invesco Dorsey MF Closed and MF Open (PTF)	0.1	$626k	-11%	4.6k	136.31	View chart
Axon Enterprise Common Stock (AXON)	0.1	$625k		1.1k	560.61	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 2026 Q2 filed July 22, 2026
Golden State Wealth Management 2026 Q1 filed April 28, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z