CIK 1845003
Golden State Equity Partners
Institutional 13F holdings & portfolio
Holdings
492
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 451–492 of 492
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UPS | UNITED PARCEL SERVICE INC | 2K | $100K–$500K | SH |
| ESGE | ISHARES INC | 5K | $100K–$500K | SH |
| URTY | PROSHARES TR | 4K | $100K–$500K | SH |
| EAGG | ISHARES TR | 5K | $100K–$500K | SH |
| PNQI | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| APLD | APPLIED DIGITAL CORP | 9K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 3K | $100K–$500K | SH |
| MCO | MOODYS CORP | 429 | $100K–$500K | SH |
| DMXF | ISHARES TR | 3K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 1K | $100K–$500K | SH |
| RRX | REGAL REXNORD CORPORATION | 2K | $100K–$500K | SH |
| MUB | ISHARES TR | 2K | $100K–$500K | SH |
| DGX | QUEST DIAGNOSTICS INC | 1K | $100K–$500K | SH |
| IONQ | IONQ INC | 5K | $100K–$500K | SH |
| IGSB | ISHARES TR | 4K | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 3K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 4K | $100K–$500K | SH |
| QUAL | ISHARES TR | 1K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 1K | $100K–$500K | SH |
| DINT | DAVIS FUNDAMENTAL ETF TR | 7K | $100K–$500K | SH |
| BLD | TOPBUILD CORP | 493 | $100K–$500K | SH |
| FWONK | LIBERTY MEDIA CORP DEL | 2K | $100K–$500K | SH |
| AVEM | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| CMF | ISHARES TR | 4K | $100K–$500K | SH |
| DFEV | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 3K | $100K–$500K | SH |
| HLN | HALEON PLC | 19K | $100K–$500K | SH |
| NUV | NUVEEN MUN VALUE FD INC | 20K | $100K–$500K | SH |
| ETY | EATON VANCE TAX-MANAGED DIVE | 11K | $100K–$500K | SH |
| SGMO | SANGAMO THERAPEUTICS INC | 396K | $100K–$500K | SH |
| AES | AES CORP | 10K | $100K–$500K | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 13K | $100K–$500K | SH |
| TU | TELUS CORPORATION | 10K | $100K–$500K | SH |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | 12K | $100K–$500K | SH |
| AXL | AMERICAN AXLE & MFG HLDGS IN | 15K | $50K–$100K | SH |
| XLC | SELECT SECTOR SPDR TR | 712 | $50K–$100K | SH |
| CRDF | CARDIFF ONCOLOGY INC | 25K | $50K–$100K | SH |
| — | EXPEDIA GROUP INC | 16K | $15K–$50K | SH |
| BYND | BEYOND MEAT INC | 20K | $15K–$50K | SH |
| EVRG | EVERGY INC | 206 | $1K–$15K | SH |
| NFE | NEW FORTRESS ENERGY INC | 11K | $1K–$15K | SH |