Golden State Wealth Management, LLC Portfolio Holdings

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$30.8B
$601,000 0.0% of portfolio
40
Q1 2025 Reduced 50.0%
$47.8B
$32.7 Million 0.0% of portfolio
136
Q3 2025 Reduced 2.16%
$4.12B
$3.79 Million 0.0% of portfolio
44
Q1 2025 Reduced 50.0%
$6.56B
$3.84 Million 0.0% of portfolio
48
Q1 2025 Reduced 64.18%
$14.3B
$6.41 Million 0.0% of portfolio
50
Q3 2025 Reduced 59.35%
$20.2B
$5.86 Million 0.0% of portfolio
250
Q3 2025 Reduced 20.63%
Xperi Inc
-
$13,000 0.0% of portfolio
-
Q1 2025 Reduced 50.0%
$0
$283,000 0.0% of portfolio
12
Q1 2025 Reduced 50.0%
$26.9B
$2.95 Million 0.0% of portfolio
20
Q2 2025 New
$39.7B
$1.22 Million 0.0% of portfolio
8
Q1 2025 Reduced 97.75%
$18.4B
$902,000 0.0% of portfolio
21
Q3 2025 Added 600.0%
$14B
$5.94 Million 0.0% of portfolio
20
Q1 2025 Reduced 53.49%
$2.91B
$33.4 Million 0.0% of portfolio
1,680
Q2 2025 Added 2,000.0%
$12.9B
$77,000 0.0% of portfolio
1
Q1 2025 Reduced 97.3%
$495M
$644,000 0.0% of portfolio
34
Q1 2025 Reduced 50.0%
$21.7B
$2.48 Million 0.0% of portfolio
30
Q2 2025 Reduced 40.0%

Summary

  • Portfolio
  • No. of Stocks 1,719
  • Current Value $906 Billion
  • Prior Value $822 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 139 stocks
  • Additional Purchases 460 stocks
  • Sold out of 4 stocks
  • Reduced holdings in 342 stocks
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