CIK 1776033
Golden State Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
1,681
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,681
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P | 79K | $1M+ | SH |
| AGG | ISHARES CORE | 263K | $1M+ | SH |
| FVD | FIRST TRUST | 469K | $1M+ | SH |
| QQQ | INVESCO QQQ | 33K | $1M+ | SH |
| GOOGL | ALPHABET INC | 65K | $1M+ | SH |
| QGRO | AMERICAN CENTURY | 132K | $1M+ | SH |
| USMC | PRINCIPAL US | 208K | $1M+ | SH |
| RDVY | FIRST TRUST | 198K | $1M+ | SH |
| SPAB | STATE STREET | 505K | $1M+ | SH |
| BBUS | JPMORGAN BETABUILDERS | 86K | $1M+ | SH |
| FTCS | FIRST TRUST | 108K | $1M+ | SH |
| TSLA | TESLA INC | 21K | $1M+ | SH |
| BX | BLACKSTONE INC | 51K | $1M+ | SH |
| CAM | AB ACTIVE | 257K | $1M+ | SH |
| AVGO | BROADCOM INC | 18K | $1M+ | SH |
| META | META PLATFORMS | 9K | $1M+ | SH |
| JQUA | JPMORGAN US | 94K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND | 27K | $1M+ | SH |
| RTX | RTX CORP | 30K | $1M+ | SH |
| VNLA | JANUS HENDERSON | 114K | $1M+ | SH |
| USFR | WISDOMTREE FLOATING | 106K | $1M+ | SH |
| AAPL | APPLE INC | 19K | $1M+ | SH |
| GLD | SPDR GOLD | 13K | $1M+ | SH |
| SPYV | STATE STREET | 90K | $1M+ | SH |
| UCON | FIRST TRUST | 195K | $1M+ | SH |
| SGOV | ISHARES 0-3 | 47K | $1M+ | SH |
| FICS | FIRST TRUST | 111K | $1M+ | SH |
| SPMO | INVESCO S&P | 37K | $1M+ | SH |
| JPM | JPMORGAN CHASE | 13K | $1M+ | SH |
| VOO | VANGUARD S&P | 7K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES | 23K | $1M+ | SH |
| ACWI | ISHARES MSCI | 28K | $1M+ | SH |
| IUSG | ISHARES S&P | 24K | $1M+ | SH |
| IWD | ISHARES RUSSELL | 19K | $1M+ | SH |
| IDV | ISHARES INTL | 98K | $1M+ | SH |
| PPA | INVESCO AEROSPACE | 24K | $1M+ | SH |
| COWZ | PACER US | 62K | $1M+ | SH |
| MSTR | STRATEGY INC | 24K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY | 7K | $1M+ | SH |
| IWY | ISHARES RUSSELL | 13K | $1M+ | SH |
| SPSM | STATE STREET | 75K | $1M+ | SH |
| SPMD | STATE STREET | 59K | $1M+ | SH |
| COST | COSTCO WHOLESALE | 4K | $1M+ | SH |
| BUFQ | FIRST TRUST | 91K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 36K | $1M+ | SH |
| FPE | FIRST TRUST | 178K | $1M+ | SH |
| IWO | ISHARES RUSSELL | 10K | $1M+ | SH |
| IJH | ISHARES CORE | 47K | $1M+ | SH |
| FPX | FIRST TRUST | 18K | $1M+ | SH |
| IJR | ISHARES CORE | 25K | $1M+ | SH |