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 151–200 of 492
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| IJH | ISHARES TR | 14K | $500K+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 25K | $500K+ | SH |
| EMB | ISHARES TR | 10K | $500K+ | SH |
| KVLE | KRANESHARES TRUST | 37K | $500K+ | SH |
| O | REALTY INCOME CORP | 17K | $500K+ | SH |
| XLY | SELECT SECTOR SPDR TR | 8K | $500K+ | SH |
| PAYX | PAYCHEX INC | 8K | $500K+ | SH |
| ETN | EATON CORP PLC | 3K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 6K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 14K | $500K+ | SH |
| ORI | OLD REP INTL CORP | 20K | $500K+ | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 12K | $500K+ | SH |
| BIBL | NORTHERN LTS FD TR IV | 20K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 4K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| TRTX | TPG RE FIN TR INC | 99K | $500K+ | SH |
| BAB | INVESCO EXCH TRADED FD TR II | 31K | $500K+ | SH |
| PFE | PFIZER INC | 34K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 3K | $500K+ | SH |
| WMB | WILLIAMS COS INC | 14K | $500K+ | SH |
| VNLA | JANUS DETROIT STR TR | 17K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 11K | $500K+ | SH |
| PWRD | TCW ETF TRUST | 8K | $500K+ | SH |
| CVS | CVS HEALTH CORP | 10K | $500K+ | SH |
| ATO | ATMOS ENERGY CORP | 5K | $500K+ | SH |
| FCX | FREEPORT-MCMORAN INC | 16K | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| AZN | ASTRAZENECA PLC | 9K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| FRTY | THE ALGER ETF TRUST | 37K | $500K+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 9K | $500K+ | SH |
| BIV | VANGUARD BD INDEX FDS | 10K | $500K+ | SH |
| UL | UNILEVER PLC | 12K | $500K+ | SH |
| TWO | TWO HBRS INVT CORP | 73K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 1K | $500K+ | SH |
| USIG | ISHARES TR | 15K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 10K | $500K+ | SH |
| IVE | ISHARES TR | 3K | $500K+ | SH |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | 48K | $500K+ | SH |
| VMC | VULCAN MATLS CO | 3K | $500K+ | SH |
| LIN | LINDE PLC | 2K | $500K+ | SH |
| IWR | ISHARES TR | 7K | $500K+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 4K | $500K+ | SH |
| COR | CENCORA INC | 2K | $500K+ | SH |
| ARES | ARES MANAGEMENT CORPORATION | 4K | $500K+ | SH |