Golden State Wealth Management, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $906 Billion distributed in 1719 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 $65.6B, Spdr S&P 500 ETF Trust with a value of $53.4B, Apple Inc. with a value of $32.6B, Ishares Core U.S. Aggregate Bo with a value of $26B, and Nvidia Corp with a value of $22.8B.
Examining the 13F form we can see an increase of $84.4B in the current position value, from $822B to 906B.
Also it can be appreciated an additional of 139 stocks purchases and 4 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
$906 Billion
ETFs: $618 Billion
Technology: $102 Billion
Consumer Cyclical: $38.8 Billion
Financial Services: $34.5 Billion
Communication Services: $29.9 Billion
Industrials: $17.9 Billion
Healthcare: $10 Billion
Consumer Defensive: $9.56 Billion
Other: $17 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
