Holders — by stockHoldings — by fund
Golden State Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1776033
$1.10B
disclosed book value
1,620
positions
7.2%
largest position share
Positions, as of 2026-06-30
top 100 of 1,620 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES CORE | 105,560 | $79.1M | 7.2% |
| 2 | SPYSTATE STREET | 71,117 | $53.1M | 4.8% |
| 3 | AAPLAPPLE INC | 120,182 | $34.8M | 3.2% |
| 4 | DYNFISHARES U S | 392,665 | $26.7M | 2.4% |
| 5 | AGGISHARES CORE | 259,018 | $25.6M | 2.3% |
| 6 | GOOGLALPHABET INC | 64,449 | $23.0M | 2.1% |
| 7 | QQQINVESCO QQQ | 31,026 | $22.8M | 2.1% |
| 8 | NVDANVIDIA CORP | 111,533 | $22.3M | 2% |
| 9 | AMZNAMAZON COM | 88,831 | $21.2M | 1.9% |
| 10 | FVDFIRST TRUST | 361,076 | $17.4M | 1.6% |
| 11 | USMCPRINCIPAL US | 213,613 | $15.8M | 1.4% |
| 12 | IEMGISHARES CORE | 173,541 | $14.4M | 1.3% |
| 13 | WINNHARBOR LONG | 431,368 | $14.0M | 1.3% |
| 14 | QGROAMERICAN CENTURY | 101,086 | $11.9M | 1.1% |
| 15 | BAIISHARES A I | 217,958 | $11.5M | 1% |
| 16 | SPABSTATE STREET | 436,311 | $11.1M | 1% |
| 17 | FTCSFIRST TRUST | 115,768 | $10.9M | 1% |
| 18 | RDVYFIRST TRUST | 116,217 | $9.4M | 0.9% |
| 19 | SDVYFIRST TRUST | 213,740 | $9.2M | 0.8% |
| 20 | TSLATESLA INC | 21,436 | $9.0M | 0.8% |
| 21 | BUFRFIRST TRUST | 241,999 | $8.8M | 0.8% |
| 22 | MSFTMICROSOFT CORP | 21,778 | $8.1M | 0.7% |
| 23 | BBUSJPMORGAN BETABUILDERS | 58,425 | $7.9M | 0.7% |
| 24 | QUALISHARES MSCI | 34,207 | $7.5M | 0.7% |
| 25 | JQUAJPMORGAN US | 101,321 | $7.3M | 0.7% |
| 26 | SNDKSANDISK CORP | 3,162 | $7.2M | 0.7% |
| 27 | AVGOBROADCOM INC | 18,802 | $7.1M | 0.6% |
| 28 | THROISHARES U S | 161,956 | $7.0M | 0.6% |
| 29 | SIVRABRDN PHYSICAL | 121,101 | $6.8M | 0.6% |
| 30 | SPYMSTATE STREET | 72,408 | $6.4M | 0.6% |
| 31 | VIGVANGUARD DIVIDEND | 26,804 | $6.3M | 0.6% |
| 32 | MTUMISHARES MSCI | 18,193 | $6.2M | 0.6% |
| 33 | FIRST TRUST | 141,235 | $5.9M | 0.5% |
| 34 | BXBLACKSTONE INC | 48,980 | $5.8M | 0.5% |
| 35 | PZAINVESCO NATIONAL | 240,582 | $5.7M | 0.5% |
| 36 | VNLAJANUS HENDERSON | 111,940 | $5.5M | 0.5% |
| 37 | EFVISHARES MSCI | 71,251 | $5.5M | 0.5% |
| 38 | AMDADVANCED MICRO | 9,286 | $5.4M | 0.5% |
| 39 | METAMETA PLATFORMS | 9,184 | $5.2M | 0.5% |
| 40 | UCONFIRST TRUST | 204,175 | $5.1M | 0.5% |
| 41 | RTXRTX CORP | 26,263 | $5.0M | 0.5% |
| 42 | VOOVANGUARD S&P | 6,717 | $4.6M | 0.4% |
| 43 | ACWIISHARES MSCI | 28,399 | $4.5M | 0.4% |
| 44 | QQQMINVESCO NASDAQ | 14,708 | $4.5M | 0.4% |
| 45 | JPMJPMORGAN CHASE | 13,508 | $4.4M | 0.4% |
| 46 | SPYVSTATE STREET | 72,626 | $4.4M | 0.4% |
| 47 | FTLSFIRST TRUST | 59,761 | $4.4M | 0.4% |
| 48 | GLDSPDR GOLD | 11,898 | $4.4M | 0.4% |
| 49 | IUSGISHARES S&P | 23,285 | $4.4M | 0.4% |
| 50 | PPAINVESCO AEROSPACE | 23,723 | $4.2M | 0.4% |
| 51 | GOOGALPHABET INC | 11,828 | $4.2M | 0.4% |
| 52 | IVWISHARES S&P | 30,388 | $4.2M | 0.4% |
| 53 | FIRST TRUST | 104,201 | $4.1M | 0.4% |
| 54 | TLHISHARES 10-20YR | 40,714 | $4.1M | 0.4% |
| 55 | USFRWISDOMTREE FLOATING | 79,896 | $4.0M | 0.4% |
| 56 | CIBRFIRST TRUST | 44,462 | $4.0M | 0.4% |
| 57 | DGRWWISDOMTREE US | 41,467 | $4.0M | 0.4% |
| 58 | JGROJPMORGAN ACTIVE | 40,089 | $4.0M | 0.4% |
| 59 | QGRWWISDOMTREE US | 59,671 | $3.9M | 0.4% |
| 60 | IWDISHARES RUSSELL | 16,099 | $3.9M | 0.4% |
| 61 | GRIDFIRST TRUST | 20,353 | $3.9M | 0.4% |
| 62 | IWOISHARES RUSSELL | 9,483 | $3.7M | 0.3% |
| 63 | BLCRISHARES LARGE | 73,373 | $3.7M | 0.3% |
| 64 | FPXFIRST TRUST | 17,916 | $3.7M | 0.3% |
| 65 | COWZPACER US | 58,836 | $3.7M | 0.3% |
| 66 | JIREJPMORGAN | 44,243 | $3.6M | 0.3% |
| 67 | IJRISHARES CORE | 24,355 | $3.6M | 0.3% |
| 68 | COSTCOSTCO WHOLESALE | 3,740 | $3.5M | 0.3% |
| 69 | BRK/BBERKSHIRE HATHAWAY | 6,910 | $3.5M | 0.3% |
| 70 | IVEISHARES S&P | 15,119 | $3.4M | 0.3% |
| 71 | DGRWWISDOMTREE TR | 35,632 | $3.4M | 0.3% |
| 72 | FTECFIDELITY MSCI | 11,773 | $3.4M | 0.3% |
| 73 | ISHARES SYSTEMATIC | 117,571 | $3.3M | 0.3% |
| 74 | BUFQFIRST TRUST | 83,964 | $3.3M | 0.3% |
| 75 | SOXXISHARES SEMICONDUCTOR | 5,082 | $3.3M | 0.3% |
| 76 | SGOVISHARES 0-3 | 32,310 | $3.3M | 0.3% |
| 77 | GARPISHARES MSCI | 39,009 | $3.2M | 0.3% |
| 78 | AVDEAVANTIS INTL | 35,797 | $3.2M | 0.3% |
| 79 | SKYYFIRST TRUST | 23,411 | $3.2M | 0.3% |
| 80 | CATCATERPILLAR INC | 2,948 | $3.1M | 0.3% |
| 81 | SHLDGLOBAL X | 52,397 | $3.1M | 0.3% |
| 82 | SPMDSTATE STREET | 45,932 | $3.1M | 0.3% |
| 83 | IJHISHARES CORE | 39,821 | $3.1M | 0.3% |
| 84 | AMATAPPLIED MATERIALS | 4,102 | $3.0M | 0.3% |
| 85 | PANWPALO ALTO | 8,663 | $3.0M | 0.3% |
| 86 | JEPIJPMORGAN | 51,666 | $2.9M | 0.3% |
| 87 | STATE STREET | 98,294 | $2.9M | 0.3% |
| 88 | EFGISHARES MSCI | 23,093 | $2.9M | 0.3% |
| 89 | FTSMFIRST TRUST | 47,208 | $2.8M | 0.3% |
| 90 | FVFIRST TRUST | 36,500 | $2.8M | 0.3% |
| 91 | GEVGE VERNOVA | 2,356 | $2.8M | 0.3% |
| 92 | MUMICRON TECHNOLOGY | 2,299 | $2.7M | 0.2% |
| 93 | PYLDPIMCO ENHANCED | 99,218 | $2.6M | 0.2% |
| 94 | SPSMSTATE STREET | 44,546 | $2.6M | 0.2% |
| 95 | VVISA INC | 7,479 | $2.6M | 0.2% |
| 96 | IDVISHARES INTL | 61,655 | $2.6M | 0.2% |
| 97 | PLTRPALANTIR TECHNOLOGIES | 21,836 | $2.5M | 0.2% |
| 98 | SPYGSTATE STREET | 21,045 | $2.5M | 0.2% |
| 99 | JPSTJPMORGAN | 49,123 | $2.5M | 0.2% |
| 100 | SDVYFIRST TR EXCHANGE TRADED FD | 57,152 | $2.5M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.