Institutions / Golden State Wealth Management, LLC
Golden State Wealth Management, LLC
CIK 1776033 · Institution · as of Dec 31, 2025
Portfolio value
$946.84M
Positions
1,681
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,681 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $68.38M | 7.2% |
| SPDR S&P | $53.66M | 5.7% |
| Apple Inc. | $34.15M | 3.6% |
| iShares Core | $26.31M | 2.8% |
| NVIDIA Corp | $22.93M | 2.4% |
| First Trust | $21.61M | 2.3% |
| Invesco Qqq | $20.47M | 2.2% |
| Amazon.com Inc | $20.41M | 2.2% |
| Alphabet Inc. | $20.24M | 2.1% |
| Harbor Long | $16.28M | 1.7% |
| American Century | $15.15M | 1.6% |
| Principal US | $14.24M | 1.5% |
| First Trust | $13.75M | 1.5% |
| Microsoft Corp | $13.11M | 1.4% |
| State Street | $13.00M | 1.4% |
| First Trust | $11.23M | 1.2% |
| WisdomTree US | $11.00M | 1.2% |
| JPMorgan Betabuilders | $10.63M | 1.1% |
| First Trust | $9.96M | 1.1% |
| Tesla Inc | $9.58M | 1.0% |
| State Street | $9.35M | 1.0% |
| First Trust | $9.00M | 1.0% |
| State Street | $7.91M | 0.8% |
| Blackstone Inc | $7.82M | 0.8% |
| iShares MSCI UAE ETF | $7.29M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.