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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, FVD, and represent 20.97% of Golden State Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$8.6M), SIVR (+$8.6M), QQQM, JGRO, QGRW, JEPI, OUNZ, IEMG, TDI, HBTA.
Started 63 new stock positions in YNOT, EBND, NLR, IBHG, IBHI, Blackrock Etf Trust Ii, SYSB, FWD, DIV, SHLD.
Reduced shares in these 10 stocks: SPY, DGRW, SPYM, SPYG, IQDG, HUSV, SPMO, IGRO, FDL, MSFT.
Sold out of its positions in CPLS, CVSA, AIN, ALLY, ALNY, ATEC, AVUV, AMH, APPF, ARQT.
Golden State Wealth Management was a net seller of stock by $-2.2M.
Golden State Wealth Management has $915M in assets under management (AUM), dropping by -3.38%.
Central Index Key (CIK): 0001776033

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Portfolio Holdings for Golden State Wealth Management

Golden State Wealth Management holds 1609 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Golden State Wealth Management has 1609 total positions. Only the first 250 positions are shown.

Sign up to view all of the Golden State Wealth Management March 31, 2026 positions
Download the Golden State Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core MF Closed and MF Open (IVV)	7.2	$66M		101k	653.21	View chart
State Street MF Closed and MF Open (SPY)	5.1	$47M	-8%	72k	650.34	View chart
Apple Common Stock (AAPL)	3.4	$31M	-2%	122k	253.79	View chart
Ishares Core MF Closed and MF Open (AGG)	2.8	$25M	-3%	255k	99.27	View chart
First Trust MF Closed and MF Open (FVD)	2.5	$23M	+3%	483k	47.03	View chart
Nvidia Corp Common Stock (NVDA)	2.2	$21M	-4%	118k	174.40	View chart
Alphabet Common Stock (GOOGL)	2.1	$19M		66k	287.56	View chart
Amazon Common Stock (AMZN)	2.0	$18M		88k	208.27	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	2.0	$18M	-5%	31k	577.19	View chart
Harbor Long MF Closed and MF Open (WINN)	1.7	$15M	+5%	555k	27.73	View chart
American Century MF Closed and MF Open (QGRO)	1.6	$14M	+3%	136k	105.03	View chart
Principal Us MF Closed and MF Open (USMC)	1.5	$14M		210k	64.31	View chart
First Trust MF Closed and MF Open (RDVY)	1.4	$13M	-5%	188k	68.28	View chart
State Street MF Closed and MF Open (SPAB)	1.3	$12M	-8%	462k	25.62	View chart
First Trust MF Closed and MF Open (SDVY)	1.3	$12M		297k	39.43	View chart
Ishares U S MF Closed and MF Open (DYNF)	1.2	$11M	+434%	182k	58.18	View chart
First Trust MF Closed and MF Open (FTCS)	1.1	$11M	+5%	113k	92.76	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBUS)	1.1	$10M		85k	117.18	View chart
Aberdeen Physical MF Closed and MF Open (SIVR)	1.0	$8.7M	+7841%	121k	71.61	View chart
First Trust MF Closed and MF Open (BUFR)	0.9	$8.7M	-2%	257k	33.77	View chart
Microsoft Corp Common Stock (MSFT)	0.9	$8.1M	-18%	22k	370.18	View chart
Tesla Common Stock (TSLA)	0.9	$7.9M		21k	371.75	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.8	$7.3M	+4%	38k	191.81	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	0.7	$6.7M	-38%	76k	87.84	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.6	$5.9M		28k	215.06	View chart
Blackstone Common Stock (BX)	0.6	$5.8M		51k	114.99	View chart
Rtx Corp Common Stock (RTX)	0.6	$5.8M		30k	192.90	View chart
First Trust MF Closed and MF Open (UCON)	0.6	$5.8M	+20%	235k	24.77	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.6	$5.8M		95k	61.32	View chart
Broadcom Common Stock (AVGO)	0.6	$5.7M		19k	309.52	View chart
State Street MF Closed and MF Open (SPYM)	0.6	$5.7M	-36%	74k	76.54	View chart
Ab Active MF Closed and MF Open (CAM)	0.6	$5.5M	-14%	220k	24.97	View chart
Spdr Gold Common Stock (GLD)	0.6	$5.4M	-3%	13k	430.29	View chart
Janus Henderson MF Closed and MF Open (VNLA)	0.6	$5.3M	-4%	109k	48.86	View chart
First Trust MF Closed and MF Open (FICS)	0.6	$5.3M	+22%	135k	39.04	View chart
Meta Platforms Common Stock (META)	0.6	$5.2M		9.0k	572.13	View chart
State Street MF Closed and MF Open (SPYV)	0.5	$4.8M	-5%	85k	56.58	View chart
State Street MF Closed and MF Open (SPYG)	0.5	$4.6M	-36%	47k	97.91	View chart
First Trust MF Closed and MF Open (FTLS)	0.5	$4.5M		64k	70.36	View chart
First Trust MF Closed and MF Open (HUSV)	0.5	$4.4M	-35%	116k	38.35	View chart
Ishares Msci MF Closed and MF Open (ACWI)	0.5	$4.4M	+12%	32k	138.37	View chart
Jpmorgan Chase Common Stock (JPM)	0.4	$4.1M	+7%	14k	294.17	View chart
Ishares Intl MF Closed and MF Open (IDV)	0.4	$4.1M	-2%	96k	42.56	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.4	$4.1M	-23%	81k	50.34	View chart
Invesco Aerospace MF Closed and MF Open (PPA)	0.4	$4.0M		24k	165.70	View chart
Costco Wholesale Common Stock (COST)	0.4	$4.0M	+4%	4.0k	996.47	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.4	$3.9M		6.6k	597.57	View chart
Ishares 0-3 MF Closed and MF Open (SGOV)	0.4	$3.7M	-22%	37k	100.66	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.4	$3.7M	-7%	17k	213.67	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.4	$3.6M	-2%	23k	155.11	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.4	$3.6M	-8%	57k	62.56	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.4	$3.4M		7.1k	479.20	View chart
Ishares Core MF Closed and MF Open (IJR)	0.4	$3.3M	+5%	26k	124.31	View chart
Alphabet Common Stock (GOOG)	0.4	$3.2M	-7%	11k	286.87	View chart
Palantir Technologies Common Stock (PLTR)	0.4	$3.2M	-3%	22k	146.28	View chart
Ishares Core MF Closed and MF Open (IJH)	0.3	$3.2M		47k	67.53	View chart
Strategy Common Stock (MSTR)	0.3	$3.1M	+4%	25k	124.80	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	0.3	$3.1M	+1501%	13k	237.63	View chart
Jpmorgan Active MF Closed and MF Open (JGRO)	0.3	$3.1M	+1599%	37k	84.52	View chart
First Trust MF Closed and MF Open (FPE)	0.3	$3.1M	-3%	172k	17.75	View chart
Avantis Intl MF Closed and MF Open (AVDE)	0.3	$3.0M		36k	84.84	View chart
Ishares Russell MF Closed and MF Open (IWO)	0.3	$3.0M	-2%	9.6k	313.82	View chart
First Trust MF Closed and MF Open (BUFQ)	0.3	$3.0M	-6%	85k	35.32	View chart
Wisdomtree Us MF Closed and MF Open (QGRW)	0.3	$2.9M	+4646%	55k	53.43	View chart
First Trust MF Closed and MF Open (FPX)	0.3	$2.9M	-2%	18k	158.81	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.3	$2.8M	+174%	41k	69.75	View chart
Jpmorgan MF Closed and MF Open (JEPI)	0.3	$2.8M	NEW	50k	56.68	View chart
First Trust MF Closed and MF Open (FTSM)	0.3	$2.8M		47k	59.78	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.3	$2.8M	+33%	25k	113.11	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.3	$2.8M	+31%	38k	74.35	View chart
State Street MF Closed and MF Open (SPMD)	0.3	$2.8M	-20%	47k	59.22	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.3	$2.7M	-7%	59k	45.62	View chart
First Trust MF Closed and MF Open (LMBS)	0.3	$2.7M	+10%	54k	49.81	View chart
Pimco Enhanced MF Closed and MF Open (PYLD)	0.3	$2.6M	+14%	98k	26.20	View chart
First Trust MF Closed and MF Open (SKYY)	0.3	$2.5M	+18%	23k	109.36	View chart
Walmart Common Stock (WMT)	0.3	$2.5M		20k	124.28	View chart
State Street MF Closed and MF Open (SPSM)	0.3	$2.5M	-30%	52k	48.32	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.3	$2.4M	+74%	11k	211.16	View chart
First Trust MF Closed and MF Open (GRID)	0.3	$2.4M	+207%	15k	163.59	View chart
Vaneck Merk MF Closed and MF Open (OUNZ)	0.3	$2.3M	+786%	52k	45.05	View chart
Visa Common Stock (V)	0.3	$2.3M		7.6k	302.25	View chart
First Trust MF Closed and MF Open (FTGS)	0.3	$2.3M	+9%	67k	34.05	View chart
First Trust MF Closed and MF Open (FMB)	0.2	$2.3M	-12%	45k	50.66	View chart
First Trust MF Closed and MF Open (FV)	0.2	$2.3M		37k	60.44	View chart
Fidelity Msci MF Closed and MF Open (FTEC)	0.2	$2.2M	+3%	11k	208.05	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.2	$2.2M	-20%	44k	50.61	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.2	$2.2M	-18%	23k	92.74	View chart
State Street MF Closed and MF Open (SPIB)	0.2	$2.2M		65k	33.54	View chart
First Trust MF Closed and MF Open (CIBR)	0.2	$2.2M	+147%	34k	62.68	View chart
Ge Vernova Common Stock (GEV)	0.2	$2.1M	-3%	2.4k	873.23	View chart
Caterpillar Common Stock (CAT)	0.2	$2.1M	-4%	2.9k	708.52	View chart
State Street MF Closed and MF Open (DIA)	0.2	$2.0M	+3%	4.3k	463.28	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.2	$2.0M	+47%	36k	55.52	View chart
Home Depot Common Stock (HD)	0.2	$2.0M	-13%	6.1k	328.93	View chart
Sandisk Corp Common Stock (SNDK)	0.2	$2.0M	-15%	3.1k	635.34	View chart
Ishares Silver Common Stock (SLV)	0.2	$1.9M	+176%	28k	68.14	View chart
Nyli Mackay MF Closed and MF Open (MMIT)	0.2	$1.9M		80k	24.11	View chart
Constellation Energy Common Stock (CEG)	0.2	$1.9M		6.9k	279.29	View chart
Capital Group MF Closed and MF Open (CGCV)	0.2	$1.9M	+16%	64k	29.81	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.2	$1.9M	-9%	17k	114.91	View chart
Advanced Micro Common Stock (AMD)	0.2	$1.9M	+3%	9.3k	203.43	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.2	$1.9M	+82%	7.8k	240.00	View chart
Chevron Corp Common Stock (CVX)	0.2	$1.8M		8.9k	206.92	View chart
Exxon Mobil Common Stock (XOM)	0.2	$1.8M		11k	169.67	View chart
Wisdomtree Yield MF Closed and MF Open (AGGY)	0.2	$1.8M	-22%	42k	43.45	View chart
State Street MF Closed and MF Open (XLK)	0.2	$1.8M	-9%	14k	132.90	View chart
Principal Quality MF Closed and MF Open (PSET)	0.2	$1.8M	-7%	26k	69.57	View chart
First Trust MF Closed and MF Open (WCMI)	0.2	$1.8M	-27%	106k	16.77	View chart
Invesco S&p MF Closed and MF Open (SPMO)	0.2	$1.7M	-57%	16k	112.12	View chart
Lockheed Martin Common Stock (LMT)	0.2	$1.7M		2.8k	604.41	View chart
Jpmorgan MF Closed and MF Open (JMUB)	0.2	$1.7M	+4%	34k	49.99	View chart
State Street MF Closed and MF Open (XLF)	0.2	$1.7M	-5%	34k	49.37	View chart
T Rowe MF Closed and MF Open (TMSL)	0.2	$1.7M	+27%	45k	36.67	View chart
Touchstone Dynamic MF Closed and MF Open (TDI)	0.2	$1.7M	NEW	40k	41.24	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.2	$1.6M	+8%	19k	86.64	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.2	$1.6M	+309%	5.0k	328.69	View chart
Ishares U S MF Closed and MF Open (THRO)	0.2	$1.6M	+419%	45k	36.22	View chart
Ishares A I MF Closed and MF Open (BAI)	0.2	$1.6M	+212%	49k	32.95	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.2	$1.6M	+53%	5.1k	318.12	View chart
Gabelli Equity MF Closed and MF Open (GAB)	0.2	$1.6M	+2%	287k	5.60	View chart
Horizon Expedition MF Closed and MF Open (HBTA)	0.2	$1.6M	NEW	60k	26.78	View chart
Nyli Mackay MF Closed and MF Open (MMIN)	0.2	$1.6M		68k	23.71	View chart
Boeing Company Common Stock (BA)	0.2	$1.5M	+4%	7.8k	199.05	View chart
American Electric Common Stock (AEP)	0.2	$1.5M	+2%	12k	131.08	View chart
Wisdomtree U S MF Closed and MF Open (NTSX)	0.2	$1.5M	+6%	29k	52.15	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.2	$1.5M		12k	128.13	View chart
Vertiv Holdings Common Stock (VRT)	0.2	$1.5M	+16%	6.1k	250.61	View chart
First Trust MF Closed and MF Open (FEX)	0.2	$1.5M		12k	121.93	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.2	$1.5M		2.4k	616.76	View chart
Jpmorgan MF Closed and MF Open (JIRE)	0.2	$1.5M	+7%	19k	75.74	View chart
Applied Materials Common Stock (AMAT)	0.2	$1.4M	-4%	4.1k	341.83	View chart
Palo Alto Common Stock (PANW)	0.1	$1.4M	+8%	8.6k	160.32	View chart
First Trust MF Closed and MF Open (FXH)	0.1	$1.3M	-2%	12k	109.78	View chart
State Street MF Closed and MF Open (QEFA)	0.1	$1.3M	+6%	14k	93.27	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.1	$1.3M	+2%	4.6k	287.18	View chart
Micron Technology Common Stock (MU)	0.1	$1.3M	+17%	3.9k	337.94	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.1	$1.3M	-4%	4.1k	320.98	View chart
First Trust MF Closed and MF Open (TDIV)	0.1	$1.3M	-5%	14k	93.66	View chart
Ishares Russell MF Closed and MF Open (IWY)	0.1	$1.3M	-59%	5.2k	248.84	View chart
Netflix Common Stock (NFLX)	0.1	$1.3M		13k	96.15	View chart
Invesco S&p MF Closed and MF Open (XMLV)	0.1	$1.3M	-2%	20k	62.97	View chart
State Street MF Closed and MF Open (SDY)	0.1	$1.2M		8.5k	145.99	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$1.2M	-2%	19k	64.08	View chart
Nyli Ftse MF Closed and MF Open (HFXI)	0.1	$1.2M	-7%	37k	33.58	View chart
Taiwan Semiconductor Common Stock (TSM)	0.1	$1.2M	+2%	3.6k	338.03	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.1	$1.2M	-7%	2.7k	436.90	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.1	$1.2M	+74%	25k	46.19	View chart
Bank America Common Stock (BAC)	0.1	$1.1M		23k	48.75	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$1.1M	-5%	4.6k	244.46	View chart
American Express Common Stock (AXP)	0.1	$1.1M	-13%	3.7k	302.50	View chart
Franklin Intl MF Closed and MF Open (LVHI)	0.1	$1.1M		28k	40.54	View chart
Verizon Communications Common Stock (VZ)	0.1	$1.1M	-7%	22k	50.20	View chart
Mckesson Corp Common Stock (MCK)	0.1	$1.1M		1.3k	865.54	View chart
State Street MF Closed and MF Open (SPDW)	0.1	$1.1M	-20%	24k	45.65	View chart
State Street MF Closed and MF Open (XLY)	0.1	$1.1M		9.8k	108.98	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.1	$1.0M	+8%	10k	103.37	View chart
Victoryshares Us MF Closed and MF Open (CFA)	0.1	$1.0M		11k	91.48	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.1	$1.0M	-3%	2.4k	426.46	View chart
Eli Lilly Common Stock (LLY)	0.1	$989k	+12%	1.1k	920.24	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.1	$983k		10k	97.13	View chart
State Street MF Closed and MF Open (XLV)	0.1	$967k	-5%	6.6k	146.63	View chart
American Financial Common Stock (AFG)	0.1	$958k		7.5k	127.71	View chart
State Street MF Closed and MF Open (XLP)	0.1	$956k		12k	81.98	View chart
Southern Company Common Stock (SO)	0.1	$910k		9.4k	96.52	View chart
State Street MF Closed and MF Open (SPTI)	0.1	$905k	-32%	32k	28.66	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.1	$904k	-15%	4.6k	196.24	View chart
T Rowe MF Closed and MF Open (TOUS)	0.1	$903k	+278%	26k	34.54	View chart
Invesco S&p MF Closed and MF Open (XSHQ)	0.1	$900k		21k	42.16	View chart
Rockwell Automation Common Stock (ROK)	0.1	$898k		2.5k	358.88	View chart
Franklin Dynamic MF Closed and MF Open (FLMI)	0.1	$895k		36k	24.79	View chart
First Trust MF Closed and MF Open (FCAL)	0.1	$894k	-6%	18k	48.89	View chart
Ishares 10-20yr MF Closed and MF Open (TLH)	0.1	$886k	+488%	8.8k	100.73	View chart
Goldman Sachs MF Closed and MF Open (GEM)	0.1	$882k	-38%	20k	43.20	View chart
Fidelity Small MF Closed and MF Open (FSMD)	0.1	$878k	-61%	20k	44.72	View chart
Eaton Corp Common Stock (ETN)	0.1	$877k		2.5k	357.70	View chart
State Street MF Closed and MF Open (XLE)	0.1	$867k	-6%	14k	61.26	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$859k	-2%	3.3k	261.95	View chart
Global X MF Closed and MF Open (AIQ)	0.1	$855k	-7%	18k	46.68	View chart
Ishares Msci MF Closed and MF Open (GARP)	0.1	$848k	+19%	13k	63.97	View chart
Ishares Gold Common Stock (IAU)	0.1	$829k	+37%	9.4k	88.16	View chart
Procter & Gamble Common Stock (PG)	0.1	$827k	+3%	5.7k	144.45	View chart
Hercules Capital Common Stock (HTGC)	0.1	$816k	-13%	55k	14.77	View chart
Merck & Company Common Stock (MRK)	0.1	$809k	-5%	6.7k	120.29	View chart
Invesco Solar MF Closed and MF Open (TAN)	0.1	$808k		15k	55.71	View chart
State Street MF Closed and MF Open (XLC)	0.1	$805k	-12%	7.3k	110.86	View chart
First Trust MF Closed and MF Open (FAD)	0.1	$803k		5.1k	158.92	View chart
Northrop Grumman Common Stock (NOC)	0.1	$797k	+3%	1.2k	682.80	View chart
First Trust MF Closed and MF Open (FTHI)	0.1	$797k	+524%	35k	22.95	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$789k	-10%	2.5k	310.83	View chart
Pimco Short MF Closed and MF Open (SMMU)	0.1	$788k		16k	50.45	View chart
Franklin Clearbridge MF Closed and MF Open (YLDE)	0.1	$784k		15k	53.99	View chart
Hilton Worldwide Common Stock (HLT)	0.1	$781k	+2%	2.6k	304.16	View chart
First Trust MF Closed and MF Open (ILDR)	0.1	$773k	-14%	26k	29.78	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.1	$761k	-4%	7.6k	100.58	View chart
Fidelity Covington MF Closed and MF Open (FESM)	0.1	$757k	+196%	20k	38.00	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.1	$757k	+7%	6.8k	111.38	View chart
Duke Energy Common Stock (DUK)	0.1	$753k	-9%	5.8k	130.95	View chart
Ishares Esg MF Closed and MF Open (DSI)	0.1	$753k		6.2k	121.19	View chart
First Trust MF Closed and MF Open (HDMV)	0.1	$749k	-15%	20k	36.81	View chart
Fidelity Stocks MF Closed and MF Open (FCPI)	0.1	$743k	-61%	15k	49.16	View chart
Ishares Core MF Closed and MF Open (AOR)	0.1	$735k		11k	64.35	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.1	$732k		14k	54.05	View chart
Arm Holdings Common Stock (ARM)	0.1	$728k	+10%	4.8k	151.28	View chart
Fidelity High MF Closed and MF Open (FDVV)	0.1	$727k	-60%	13k	55.24	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$723k		1.6k	461.09	View chart
Thermo Fisher Common Stock (TMO)	0.1	$722k		1.5k	491.73	View chart
State Street MF Closed and MF Open (GAL)	0.1	$718k	-14%	15k	49.51	View chart
Horizon Digital MF Closed and MF Open (YNOT)	0.1	$712k	NEW	27k	26.56	View chart
Apollo Global Common Stock (APO)	0.1	$710k		6.4k	111.42	View chart
Fidelity Enhanced MF Closed and MF Open (FMDE)	0.1	$697k	+209%	19k	35.96	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.1	$680k	+7%	22k	30.69	View chart
Texas Roadhouse Common Stock (TXRH)	0.1	$675k	+5%	4.1k	165.14	View chart
State Street MF Closed and MF Open (SPMB)	0.1	$662k	-12%	30k	22.39	View chart
Dell Technologies Common Stock (DELL)	0.1	$661k	-7%	4.0k	164.13	View chart
Nextera Energy Common Stock (NEE)	0.1	$660k		7.1k	92.88	View chart
Invesco Short MF Closed and MF Open (TBLL)	0.1	$641k	-18%	6.1k	105.55	View chart
Amgen Common Stock (AMGN)	0.1	$636k		1.8k	351.85	View chart
Walt Disney Common Stock (DIS)	0.1	$611k	-14%	6.3k	96.40	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.1	$608k		8.7k	70.19	View chart
Bwx Technologies Common Stock (BWXT)	0.1	$604k	-8%	3.0k	204.49	View chart
Nike Common Stock (NKE)	0.1	$601k	+101%	11k	52.82	View chart
Lam Research Common Stock (LRCX)	0.1	$593k	-3%	2.8k	213.73	View chart
Abbvie Common Stock (ABBV)	0.1	$590k	+9%	2.7k	217.54	View chart
Jpmorgan Hedged MF Closed and MF Open (HELO)	0.1	$589k	+6%	9.2k	63.91	View chart
Ishares Core MF Closed and MF Open (IAGG)	0.1	$587k	+681%	12k	50.04	View chart
Invesco S&p MF Closed and MF Open (SPHD)	0.1	$585k	-15%	12k	49.61	View chart
Granite Construction Common Stock (GVA)	0.1	$585k	-5%	4.9k	119.88	View chart
Arista Networks Common Stock (ANET)	0.1	$583k	-6%	4.7k	122.78	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.1	$578k	-16%	4.1k	142.45	View chart
Ge Aerospace Common Stock (GE)	0.1	$576k	-10%	2.0k	283.81	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$575k	-13%	2.3k	248.08	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.1	$569k	+47%	1.5k	390.41	View chart
Hartford Total MF Closed and MF Open (HTRB)	0.1	$567k	-61%	17k	33.75	View chart
Clearbridge Large MF Closed and MF Open (LRGE)	0.1	$565k	-7%	7.5k	75.20	View chart
Vanguard Russell MF Closed and MF Open (VTWO)	0.1	$563k		5.6k	100.19	View chart
Dover Corp Common Stock (DOV)	0.1	$560k		2.7k	208.47	View chart
Public Service Common Stock (PEG)	0.1	$556k		6.9k	80.95	View chart
Linde Common Stock (LIN)	0.1	$551k	-4%	1.1k	495.87	View chart
Qualcomm Common Stock (QCOM)	0.1	$549k		4.3k	128.79	View chart
Nucor Corp Common Stock (NUE)	0.1	$534k	+4%	3.2k	169.15	View chart
Lowes Companies Common Stock (LOW)	0.1	$533k		2.3k	236.37	View chart
Williams Cos Common Stock (WMB)	0.1	$531k	+12%	7.3k	72.78	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.1	$527k		3.7k	141.43	View chart
Cummins Common Stock (CMI)	0.1	$527k		978.00	538.32	View chart
State Street MF Closed and MF Open (XLI)	0.1	$506k	-62%	3.1k	161.74	View chart
Ishares Msci MF Closed and MF Open (VLUE)	0.1	$500k	-6%	3.5k	142.19	View chart
Invesco S&p MF Closed and MF Open (SPLV)	0.1	$500k	-58%	6.8k	73.15	View chart
Union Pacific Corp Common Stock (UNP)	0.1	$497k	-7%	2.0k	242.68	View chart
Innovator Equity MF Closed and MF Open (SFLR)	0.1	$487k	+11%	14k	35.41	View chart
Teradyne Common Stock (TER)	0.1	$486k		1.6k	296.52	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 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
Golden State Wealth Management 2020 Q2 amended filed Aug. 13, 2020

View all past filings

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