Golden State Equity Partners Portfolio Holdings

Golden State Equity Partners

  • $522 Million
  • Q2 2025

Golden State Equity Partners has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $522 Million distributed in 434 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $32.8M, Apple Inc. with a value of $21.1M, Microsoft Corp with a value of $19.9M, Amazon Com Inc with a value of $12.6M, and Broadcom Inc. with a value of $9.4M.

Examining the 13F form we can see an increase of $30.6M in the current position value, from $491M to 522M.

Golden State Equity Partners is based out at South Coast Metro, CA

Below you can find more details about Golden State Equity Partners portfolio as well as his latest detailed transactions.

Portfolio value $522 Million
ETFs: $175 Million
Technology: $119 Million
Financial Services: $56.7 Million
Consumer Cyclical: $31.7 Million
Communication Services: $28.9 Million
Industrials: $26.8 Million
Healthcare: $25.1 Million
Consumer Defensive: $18.4 Million
Other: $39.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$409B
$32.8 Million 6.29% of portfolio
207,632
Q2 2025 Added 7.67%
$3.35T
$21.1 Million 4.05% of portfolio
102,911
Q2 2025 Added 1.34%
$3.75T
$19.9 Million 3.82% of portfolio
40,065
Q2 2025 Added 4.53%
$2.3T
$12.6 Million 2.42% of portfolio
57,549
Q2 2025 Added 18.31%
$112B
$9.4 Million 1.8% of portfolio
34,117
Q2 2025 Added 2.83%
$847B
$9.36 Million 1.8% of portfolio
32,298
Q2 2025 Added 0.67%
$1.07T
$9.24 Million 1.77% of portfolio
52,453
Q2 2025 Added 23.0%
$0
$8.31 Million 1.59% of portfolio
83,793
Q2 2025 Added 124.17%
$0
$7.5 Million 1.44% of portfolio
89,614
Q2 2025 Reduced 15.94%
$631B
$6.69 Million 1.28% of portfolio
13,773
Q2 2025 Reduced 3.03%
$0
$6.54 Million 1.25% of portfolio
11,848
Q2 2025 Added 26.92%
$0
$6.21 Million 1.19% of portfolio
10,926
Q2 2025 Added 7.63%
$260B
$6.14 Million 1.18% of portfolio
22,528
Q2 2025 Added 8.0%
$562B
$5.79 Million 1.11% of portfolio
4,325
Q2 2025 Added 5.82%
$1.62T
$5.41 Million 1.04% of portfolio
7,323
Q2 2025 Added 32.52%
$219B
$4.84 Million 0.93% of portfolio
33,144
Q2 2025 Added 1.89%
$0
$4.57 Million 0.88% of portfolio
7,359
Q2 2025 Added 45.35%
$0
$4.57 Million 0.88% of portfolio
179,423
Q2 2025 Reduced 18.54%
$1T
$4.57 Million 0.88% of portfolio
14,383
Q2 2025 Added 20.48%
$0
$4.51 Million 0.86% of portfolio
127,804
Q2 2025 Reduced 0.99%
$573B
$4.32 Million 0.83% of portfolio
12,175
Q2 2025 Added 8.94%
$0
$3.9 Million 0.75% of portfolio
85,292
Q2 2025 Reduced 8.03%
$434B
$3.83 Million 0.73% of portfolio
3,866
Q2 2025 Added 21.31%
$339B
$3.76 Million 0.72% of portfolio
20,248
Q2 2025 Added 0.28%
$0
$3.63 Million 0.7% of portfolio
85,363
Q2 2025 New
$254B
$3.48 Million 0.67% of portfolio
11,816
Q2 2025 Added 1.66%
$379B
$3.45 Million 0.66% of portfolio
9,417
Q2 2025 Added 3.62%
$0
$3.39 Million 0.65% of portfolio
40,899
Q2 2025 Added 3.72%
$378B
$3.26 Million 0.63% of portfolio
68,967
Q2 2025 Reduced 0.01%
$222B
$3.02 Million 0.58% of portfolio
10,321
Q2 2025 Added 15.82%
$0
$2.98 Million 0.57% of portfolio
29,585
Q2 2025 Reduced 17.73%
$0
$2.97 Million 0.57% of portfolio
58,466
Q2 2025 Added 9.64%
$0
$2.92 Million 0.56% of portfolio
61,077
Q2 2025 Added 2.21%
$0
$2.81 Million 0.54% of portfolio
64,039
Q2 2025 Reduced 6.0%
$0
$2.74 Million 0.53% of portfolio
62,912
Q2 2025 Reduced 5.52%
$317B
$2.75 Million 0.53% of portfolio
34,275
Q2 2025 Added 4.27%
$475B
$2.75 Million 0.53% of portfolio
25,481
Q2 2025 Added 20.75%
$410B
$2.72 Million 0.52% of portfolio
17,837
Q2 2025 Reduced 2.06%
$297B
$2.68 Million 0.51% of portfolio
18,694
Q2 2025 Added 4.96%
$0
$2.57 Million 0.49% of portfolio
18,512
Q2 2025 Added 89.25%
$293B
$2.5 Million 0.48% of portfolio
18,361
Q2 2025 Added 10.05%
$0
$2.44 Million 0.47% of portfolio
175,769
Q2 2025 Reduced 0.32%
$0
$2.42 Million 0.46% of portfolio
25,789
Q2 2025 Reduced 10.39%
$760B
$2.42 Million 0.46% of portfolio
3,104
Q2 2025 Added 23.08%
$0
$2.29 Million 0.44% of portfolio
44,812
Q2 2025 Reduced 14.04%
$0
$2.28 Million 0.44% of portfolio
49,395
Q2 2025 Added 0.2%
$0
$2.28 Million 0.44% of portfolio
29,034
Q2 2025 Added 0.96%
$60.3B
$2.19 Million 0.42% of portfolio
8,983
Q2 2025 Added 1.71%
$173B
$2.15 Million 0.41% of portfolio
13,518
Q2 2025 Reduced 15.47%

Summary

  • Portfolio
  • No. of Stocks 434
  • Current Value $522 Million
  • Prior Value $491 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 51 stocks
  • Additional Purchases 209 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 153 stocks
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