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 301–350 of 1,681
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VXUS | VANGUARD TOTAL | 4K | $100K–$500K | SH |
| ULTA | ULTA BEAUTY | 537 | $100K–$500K | SH |
| EFV | ISHARES TR | 5K | $100K–$500K | SH |
| TER | TERADYNE INC | 2K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |
| CLF | CLEVELAND CLIFFS | 24K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 7K | $100K–$500K | SH |
| DSL | DOUBLELINE INCOME | 28K | $100K–$500K | SH |
| HYG | ISHARES IBOXX | 4K | $100K–$500K | SH |
| HEFA | ISHARES CURRENCY | 7K | $100K–$500K | SH |
| NUMG | NUSHARES ETF TR | 6K | $100K–$500K | SH |
| ALLW | SPDR BRIDGEWATER | 11K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 614 | $100K–$500K | SH |
| XYLD | GLOBAL X | 7K | $100K–$500K | SH |
| MO | ALTRIA GROUP | 5K | $100K–$500K | SH |
| TLT | ISHARES 20 | 3K | $100K–$500K | SH |
| VTEB | VANGUARD MUNICIPAL | 6K | $100K–$500K | SH |
| DBEF | XTRACKERS MSCI | 6K | $100K–$500K | SH |
| VOE | VANGUARD MID | 2K | $100K–$500K | SH |
| ARKK | ARK INNOVATION | 4K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| CSGP | COSTAR GROUP INC | 4K | $100K–$500K | SH |
| DE | DEERE & CO | 602 | $100K–$500K | SH |
| HDMV | FIRST TR EXCH TRADED FD III | 8K | $100K–$500K | SH |
| SCHA | SCHWAB US | 10K | $100K–$500K | SH |
| VBK | VANGUARD SMALL | 913 | $100K–$500K | SH |
| VBR | VANGUARD SMALL | 1K | $100K–$500K | SH |
| ABT | ABBOTT LABORATORIES | 2K | $100K–$500K | SH |
| SRE | SEMPRA | 3K | $100K–$500K | SH |
| GS | GOLDMAN SACHS | 305 | $100K–$500K | SH |
| SPYM | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| VT | VANGUARD TOTAL | 2K | $100K–$500K | SH |
| VAW | VANGUARD MATERIALS | 1K | $100K–$500K | SH |
| UPS | UNITED PARCEL | 3K | $100K–$500K | SH |
| SCHX | SCHWAB US | 10K | $100K–$500K | SH |
| MKL | MARKEL GROUP | 120 | $100K–$500K | SH |
| NULG | NUSHARES ETF TR | 3K | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| BLK | BLACKROCK FDG | 238 | $100K–$500K | SH |
| JSMD | JANUS DETROIT | 3K | $100K–$500K | SH |
| FESM | FIDELITY COVINGTON | 7K | $100K–$500K | SH |
| NOBL | PROSHARES S&P | 2K | $100K–$500K | SH |
| FSMB | FIRST TRUST | 13K | $100K–$500K | SH |
| BUFD | FIRST TRUST | 9K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 949 | $100K–$500K | SH |
| VV | VANGUARD LARGE | 792 | $100K–$500K | SH |
| MAR | MARRIOTT INTL | 798 | $100K–$500K | SH |
| ESGU | ISHARES TR | 2K | $100K–$500K | SH |
| JSML | JANUS DETROIT | 3K | $100K–$500K | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 3K | $100K–$500K | SH |