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 501–550 of 1,681
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WFC-PL | WELLS FARGO | 91 | $100K–$500K | SH |
| VUSB | VANGUARD ULTRA | 2K | $100K–$500K | SH |
| GRAB | GRAB HOLDINGS | 22K | $100K–$500K | SH |
| FCNCA | FIRST CITIZENS | 51 | $100K–$500K | SH |
| PLD | PROLOGIS INC | 850 | $100K–$500K | SH |
| QTEC | FIRST TRUST | 468 | $100K–$500K | SH |
| ITA | ISHARES AEROSPACE | 491 | $100K–$500K | SH |
| WPC | W P CAREY | 2K | $100K–$500K | SH |
| DASH | DOORDASH INC | 464 | $100K–$500K | SH |
| QFLR | INNOVATOR NASDAQ | 3K | $100K–$500K | SH |
| FDX | FEDEX CORP | 360 | $100K–$500K | SH |
| MET | METLIFE INC | 1K | $100K–$500K | SH |
| SIVR | ABERDEEN PHYSICAL | 2K | $100K–$500K | SH |
| CVS | CVS HEALTH | 1K | $100K–$500K | SH |
| RFV | INVESCO S&P | 797 | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 441 | $100K–$500K | SH |
| VOOG | VANGUARD S&P | 225 | $100K–$500K | SH |
| UL | UNILEVER PLC | 2K | $50K–$100K | SH |
| AB | ALLIANCE BERNSTEIN | 3K | $50K–$100K | SH |
| APP | APPLOVIN CORP | 148 | $50K–$100K | SH |
| AMLP | ALERIAN MLP | 2K | $50K–$100K | SH |
| VFLO | VICTORYSHARES FREE | 3K | $50K–$100K | SH |
| LITE | LUMENTUM HOLDINGS | 266 | $50K–$100K | SH |
| NVS | NOVARTIS AG | 710 | $50K–$100K | SH |
| VRIG | INVESCO VARIABLE | 4K | $50K–$100K | SH |
| NOK | NOKIA CORP | 15K | $50K–$100K | SH |
| SJM | SMUCKER JM | 991 | $50K–$100K | SH |
| MSCI | MSCI INC | 168 | $50K–$100K | SH |
| TFC | TRUIST FINANCIAL | 2K | $50K–$100K | SH |
| INDA | ISHARES MSCI | 2K | $50K–$100K | SH |
| LDOS | LEIDOS HOLDINGS | 533 | $50K–$100K | SH |
| JETS | U S GLOBAL | 3K | $50K–$100K | SH |
| VCIT | VANGUARD INTERMEDIATE | 1K | $50K–$100K | SH |
| MPC | MARATHON PETROLEUM | 579 | $50K–$100K | SH |
| LVS | LAS VEGAS SANDS | 1K | $50K–$100K | SH |
| CGMU | CAPITAL GROUP | 3K | $50K–$100K | SH |
| ARCC | ARES CAPITAL | 5K | $50K–$100K | SH |
| USA | LIBERTY ALL-STAR | 15K | $50K–$100K | SH |
| BUD | ANHEUSER BUSCH | 1K | $50K–$100K | SH |
| GSLC | GOLDMAN SACHS | 704 | $50K–$100K | SH |
| SPOT | SPOTIFY TECHNOLOGY | 159 | $50K–$100K | SH |
| IONQ | IONQ INC | 2K | $50K–$100K | SH |
| SPGI | S&P GLOBAL | 175 | $50K–$100K | SH |
| KMI | KINDER MORGAN | 3K | $50K–$100K | SH |
| PFLT | PENNANTPARK FLOATING | 10K | $50K–$100K | SH |
| CP | CANADIAN PACIFIC | 1K | $50K–$100K | SH |
| ED | CONSOLIDATED EDISON | 896 | $50K–$100K | SH |
| NDAQ | NASDAQ INC | 909 | $50K–$100K | SH |
| BND | VANGUARD TOTAL | 1K | $50K–$100K | SH |
| FAB | FIRST TRUST | 985 | $50K–$100K | SH |