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 201–250 of 1,681
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| VYM | VANGUARD HIGH | 4K | $500K+ | SH |
| HYLS | FIRST TRUST | 14K | $500K+ | SH |
| HELO | JPMORGAN HEDGED | 9K | $500K+ | SH |
| ULST | STATE STREET | 14K | $500K+ | SH |
| NEE | NEXTERA ENERGY | 7K | $500K+ | SH |
| ABBV | ABBVIE INC | 2K | $500K+ | SH |
| IGSB | ISHARES 1-5 | 11K | $500K+ | SH |
| BWXT | BWX TECHNOLOGIES | 3K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| IAU | ISHARES GOLD | 7K | $500K+ | SH |
| VTWO | VANGUARD RUSSELL | 6K | $500K+ | SH |
| PEG | PUBLIC SERVICE | 7K | $500K+ | SH |
| LOW | LOWES COMPANIES | 2K | $500K+ | SH |
| DELL | DELL TECHNOLOGIES | 4K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 20K | $500K+ | SH |
| GEM | GOLDMAN SACHS ETF TR | 13K | $500K+ | SH |
| FTCB | FIRST TRUST | 25K | $500K+ | SH |
| DOV | DOVER CORP | 3K | $500K+ | SH |
| AIQ | GLOBAL X FDS | 10K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP | 2K | $500K+ | SH |
| IYW | ISHARES TECHNOLOGY | 3K | $500K+ | SH |
| MS | MORGAN STANLEY | 3K | $500K+ | SH |
| BAI | ISHARES A I | 16K | $500K+ | SH |
| BIL | STATE STREET | 6K | $500K+ | SH |
| PID | INVESCO INTL | 24K | $500K+ | SH |
| VLUE | ISHARES MSCI | 4K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| UNP | UNION PACIFIC CORP | 2K | $500K+ | SH |
| PTF | INVESCO DORSEY | 7K | $500K+ | SH |
| FDN | FIRST TRUST | 2K | $500K+ | SH |
| SPEM | SPDR EMERGING | 11K | $500K+ | SH |
| RSP | INVESCO S&P | 3K | $500K+ | SH |
| CMI | CUMMINS INC | 977 | $100K–$500K | SH |
| LIN | LINDE PLC | 1K | $100K–$500K | SH |
| NUE | NUCOR CORP | 3K | $100K–$500K | SH |
| TBIL | U S TREASURY | 10K | $100K–$500K | SH |
| LRCX | LAM RESEARCH | 3K | $100K–$500K | SH |
| SPYX | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| ARM | ARM HOLDINGS | 4K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $100K–$500K | SH |
| IEFA | ISHARES CORE | 5K | $100K–$500K | SH |
| BIV | VANGUARD INTERMEDIATE | 6K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HOLDINGS | 991 | $100K–$500K | SH |
| IWR | ISHARES RUSSELL | 5K | $100K–$500K | SH |
| AHR | AMERICAN HEALTHCARE | 10K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN | 9K | $100K–$500K | SH |
| IBM | INTL BUSINESS | 2K | $100K–$500K | SH |
| SFLR | INNOVATOR EQUITY | 12K | $100K–$500K | SH |
| WFC | WELLS FARGO | 5K | $100K–$500K | SH |