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 51–100 of 492
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IUSB | ISHARES TR | 50K | $1M+ | SH |
| IWP | ISHARES TR | 17K | $1M+ | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 176K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 57K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 10K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 26K | $1M+ | SH |
| TJX | TJX COS INC NEW | 13K | $1M+ | SH |
| C | CITIGROUP INC | 17K | $1M+ | SH |
| MS | MORGAN STANLEY | 11K | $1M+ | SH |
| SHY | ISHARES TR | 24K | $1M+ | SH |
| BLK | BLACKROCK INC | 2K | $1M+ | SH |
| QCOM | QUALCOMM INC | 11K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 4K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 19K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 23K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 45K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 5K | $1M+ | SH |
| MCK | MCKESSON CORP | 2K | $1M+ | SH |
| AGGY | WISDOMTREE TR | 40K | $1M+ | SH |
| AMGN | AMGEN INC | 5K | $1M+ | SH |
| DSL | DOUBLELINE INCOME SOLUTIONS | 155K | $1M+ | SH |
| AVAV | AEROVIRONMENT INC | 7K | $1M+ | SH |
| HEFA | ISHARES TR | 41K | $1M+ | SH |
| USHY | ISHARES TR | 44K | $1M+ | SH |
| T | AT&T INC | 66K | $1M+ | SH |
| UPRO | PROSHARES TR | 14K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 50K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 8K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 13K | $1M+ | SH |
| IEI | ISHARES TR | 13K | $1M+ | SH |
| HUSV | FIRST TR EXCH TRADED FD III | 40K | $1M+ | SH |
| MIRM | MIRUM PHARMACEUTICALS INC | 19K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 3K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 3K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 37K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| ORCL | ORACLE CORP | 8K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 33K | $1M+ | SH |
| USMV | ISHARES TR | 16K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 54K | $1M+ | SH |
| KO | COCA COLA CO | 21K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 29K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 9K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| NOBL | PROSHARES TR | 14K | $1M+ | SH |
| CTRE | CARETRUST REIT INC | 39K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 15K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 10K | $1M+ | SH |
| IUSV | ISHARES TR | 14K | $1M+ | SH |