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 201–250 of 492
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| PHYL | PGIM ETF TR | 20K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 3K | $500K+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 2K | $500K+ | SH |
| DE | DEERE & CO | 1K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $500K+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 20K | $500K+ | SH |
| COIN | COINBASE GLOBAL INC | 3K | $500K+ | SH |
| XLU | SELECT SECTOR SPDR TR | 16K | $500K+ | SH |
| USA | LIBERTY ALL STAR EQUITY FD | 108K | $500K+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 13K | $500K+ | SH |
| DYNF | BLACKROCK ETF TRUST | 11K | $500K+ | SH |
| BOTZ | GLOBAL X FDS | 19K | $500K+ | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 5K | $500K+ | SH |
| GWW | WW GRAINGER INC | 660 | $500K+ | SH |
| TLT | ISHARES TR | 8K | $500K+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 8K | $500K+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 9K | $500K+ | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 12K | $500K+ | SH |
| OKE | ONEOK INC NEW | 9K | $500K+ | SH |
| GL | GLOBE LIFE INC | 5K | $500K+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 20K | $500K+ | SH |
| URI | UNITED RENTALS INC | 798 | $500K+ | SH |
| DRI | DARDEN RESTAURANTS INC | 4K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 7K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 7K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| EPI | WISDOMTREE TR | 14K | $500K+ | SH |
| SNA | SNAP ON INC | 2K | $500K+ | SH |
| CAH | CARDINAL HEALTH INC | 3K | $500K+ | SH |
| BOXX | EA SERIES TRUST | 5K | $500K+ | SH |
| ADBE | ADOBE INC | 2K | $500K+ | SH |
| DKS | DICKS SPORTING GOODS INC | 3K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 8K | $500K+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 9K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $500K+ | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 9K | $500K+ | SH |
| JBL | JABIL INC | 3K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 801 | $500K+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 7K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 3K | $500K+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 5K | $500K+ | SH |
| AIG | AMERICAN INTL GROUP INC | 7K | $500K+ | SH |
| XLP | SELECT SECTOR SPDR TR | 8K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| KLAC | KLA CORP | 477 | $500K+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 46K | $500K+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 10K | $500K+ | SH |
| GAB | GABELLI EQUITY TR INC | 93K | $500K+ | SH |