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 51–100 of 1,681
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVDE | AVANTIS INTL | 36K | $1M+ | SH |
| FTSM | FIRST TRUST | 47K | $1M+ | SH |
| JPST | JPMORGAN | 55K | $1M+ | SH |
| USMV | ISHARES MSCI | 29K | $1M+ | SH |
| FMB | FIRST TRUST | 51K | $1M+ | SH |
| SKYY | FIRST TRUST | 20K | $1M+ | SH |
| WINN | HARBOR ETF TRUST | 80K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY | 7K | $1M+ | SH |
| HD | HOME DEPOT | 7K | $1M+ | SH |
| FV | FIRST TRUST | 38K | $1M+ | SH |
| FTEC | FIDELITY MSCI | 10K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 59K | $1M+ | SH |
| FSMD | FIDELITY SMALL | 51K | $1M+ | SH |
| WMT | WALMART INC | 20K | $1M+ | SH |
| IGRO | ISHARES INTL | 27K | $1M+ | SH |
| FTGS | FIRST TRUST | 62K | $1M+ | SH |
| SPIB | STATE STREET | 64K | $1M+ | SH |
| XLK | STATE STREET | 15K | $1M+ | SH |
| PSET | PRINCIPAL QUALITY | 28K | $1M+ | SH |
| RWL | INVESCO S&P | 18K | $1M+ | SH |
| DIA | SPDR DOW | 4K | $1M+ | SH |
| FCPI | FIDELITY STOCKS | 40K | $1M+ | SH |
| XLF | STATE STREET | 36K | $1M+ | SH |
| AMD | ADVANCED MICRO | 9K | $1M+ | SH |
| MMIT | NYLI MACKAY | 79K | $1M+ | SH |
| FDVV | FIDELITY HIGH | 34K | $1M+ | SH |
| FDL | FIRST TRUST | 41K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| GAB | GABELLI EQUITY | 280K | $1M+ | SH |
| CGCV | CAPITAL GROUP | 55K | $1M+ | SH |
| IWP | ISHARES RUSSELL | 12K | $1M+ | SH |
| GEV | GE VERNOVA | 2K | $1M+ | SH |
| BA | BOEING COMPANY | 7K | $1M+ | SH |
| JMUB | JPMORGAN | 32K | $1M+ | SH |
| MMIN | NYLI MACKAY | 67K | $1M+ | SH |
| NTSX | WISDOMTREE U S | 27K | $1M+ | SH |
| IXUS | ISHARES CORE | 17K | $1M+ | SH |
| PANW | PALO ALTO | 8K | $1M+ | SH |
| MDY | SPDR S&P | 2K | $1M+ | SH |
| FEX | FIRST TRUST | 12K | $1M+ | SH |
| FXH | FIRST TRUST | 13K | $1M+ | SH |
| TDIV | FIRST TRUST | 15K | $1M+ | SH |
| JEPQ | JPMORGAN | 24K | $1M+ | SH |
| VUG | VANGUARD GROWTH | 3K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 30K | $1M+ | SH |
| SPTI | STATE STREET | 47K | $1M+ | SH |
| LMT | LOCKHEED MARTIN | 3K | $1M+ | SH |
| CVX | CHEVRON CORP | 9K | $1M+ | SH |
| HUSV | FIRST TR EXCH TRADED FD III | 35K | $1M+ | SH |
| JIRE | JPMORGAN | 18K | $1M+ | SH |