Golden State Wealth Management, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $822 Billion distributed in 1620 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $61.2B, Spdr S&P 500 ETF Trust with a value of $48.5B, Apple Inc. with a value of $26.3B, Ishares Core U.S. Aggregate Bo with a value of $25.5B, and First Tr Value Line Divid Inde with a value of $21.3B.
Examining the 13F form we can see an increase of $149B in the current position value, from $673B to 822B.
Also it can be appreciated an additional of 96 stocks purchases and 1 closed positions.
Golden State Wealth Management, LLC is based out at Santa Ana, CA
Below you can find more details about Golden State Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$822 Billion
ETFs: $565 Billion
Technology: $89.2 Billion
Consumer Cyclical: $34.6 Billion
Financial Services: $34.1 Billion
Communication Services: $24.7 Billion
Industrials: $16.7 Billion
Consumer Defensive: $9.48 Billion
Healthcare: $8.99 Billion
Other: $14.7 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
