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 101–150 of 1,681
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPDW | SPDR DEVELOPED | 30K | $1M+ | SH |
| AEP | AMERICAN ELECTRIC | 11K | $1M+ | SH |
| VO | VANGUARD MID | 5K | $1M+ | SH |
| BAC | BANK AMERICA | 24K | $1M+ | SH |
| XOM | EXXON MOBIL | 11K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 12K | $1M+ | SH |
| HFXI | NYLI FTSE | 40K | $1M+ | SH |
| XMLV | INVESCO S&P | 21K | $1M+ | SH |
| TMSL | T ROWE | 35K | $1M+ | SH |
| VEA | VANGUARD FTSE | 20K | $1M+ | SH |
| QEFA | SPDR INDEX | 14K | $1M+ | SH |
| NFLX | NETFLIX INC | 13K | $1M+ | SH |
| HTGC | HERCULES CAPITAL | 64K | $1M+ | SH |
| XLY | STATE STREET | 10K | $1M+ | SH |
| SPLV | INVESCO S&P | 16K | $1M+ | SH |
| IQDG | WISDOMTREE TR | 28K | $1M+ | SH |
| IWF | ISHARES RUSSELL | 2K | $1M+ | SH |
| WCMI | FIRST TR EXCHANGE-TRADED FD | 67K | $1M+ | SH |
| OEF | ISHARES S&P | 3K | $1M+ | SH |
| AMAT | APPLIED MATERIALS | 4K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 6K | $1M+ | SH |
| MTUM | ISHARES MSCI | 4K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR | 3K | $1M+ | SH |
| VTV | VANGUARD VALUE | 5K | $1M+ | SH |
| MCK | MCKESSON CORP | 1K | $1M+ | SH |
| LLY | ELI LILLY | 959 | $1M+ | SH |
| AFG | AMERICAN FINANCIAL | 8K | $1M+ | SH |
| LVHI | FRANKLIN INTL | 28K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $1M+ | SH |
| AGGY | WISDOMTREE TR | 23K | $500K+ | SH |
| IEMG | ISHARES CORE | 15K | $500K+ | SH |
| ILDR | FIRST TRUST | 30K | $500K+ | SH |
| CIBR | FIRST TRUST | 14K | $500K+ | SH |
| PYLD | PIMCO ETF TR | 37K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION | 3K | $500K+ | SH |
| XLC | STATE STREET | 8K | $500K+ | SH |
| EFA | ISHARES MSCI | 10K | $500K+ | SH |
| CFA | VICTORY PORTFOLIOS II | 11K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS | 24K | $500K+ | SH |
| FCAL | FIRST TRUST | 20K | $500K+ | SH |
| XMHQ | INVESCO S&P | 9K | $500K+ | SH |
| SPTS | STATE STREET | 31K | $500K+ | SH |
| APO | APOLLO GLOBAL | 6K | $500K+ | SH |
| XLP | STATE STREET | 12K | $500K+ | SH |
| FLMI | FRANKLIN DYNAMIC | 36K | $500K+ | SH |
| XSHQ | INVESCO S&P | 21K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL | 2K | $500K+ | SH |
| VB | VANGUARD SMALL | 3K | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 6K | $500K+ | SH |