Golden State Equity Partners Portfolio Holdings

Golden State Equity Partners

$569 Million
Q3 2025

Golden State Equity Partners has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $569 Million distributed in 450 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $38.1M, Apple Inc. with a value of $26M, Microsoft Corp with a value of $21.9M, Amazon Com Inc with a value of $12.7M, and Alphabet Inc. with a value of $12.4M.

Examining the 13F form we can see an increase of $47.9M in the current position value, from $522M to 569M.

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 $569 Million

ETFs: $184 Million

Technology: $136 Million

Financial Services: $60.1 Million

Consumer Cyclical: $36.2 Million

Industrials: $32.9 Million

Communication Services: $32.7 Million

Healthcare: $28.9 Million

Consumer Defensive: $18.3 Million

Other: $39.9 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$9.47 Million 1.66% of portfolio	94,442	Q3 2025 Added 12.71%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$7.79 Million 1.37% of portfolio	87,546	Q3 2025 Reduced 2.31%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$7.56 Million 1.33% of portfolio	12,595	Q3 2025 Added 6.3%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$6.89 Million 1.21% of portfolio	11,244	Q3 2025 Added 2.91%
IVV Ishares Core S&P 500 ETF ETFs	$0	$5.63 Million 0.99% of portfolio	8,414	Q3 2025 Added 14.34%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$4.51 Million 0.79% of portfolio	118,731	Q3 2025 Reduced 7.1%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$4.45 Million 0.78% of portfolio	96,193	Q3 2025 Added 12.78%
WINN Harbor ETF Tr Harbor Long Term ETFs	$0	$4.04 Million 0.71% of portfolio	158,504	Q3 2025 Reduced 11.66%
DIVO Amplify ETF Tr Amplify Cwp Enh ETFs	$0	$4 Million 0.7% of portfolio	89,816	Q3 2025 Added 5.22%

SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$3.68 Million 0.65% of portfolio	44,413	Q3 2025 Added 8.59%
RDIV Invesco Exchange Traded Fd Tr ETFs	$0	$3.15 Million 0.55% of portfolio	60,400	Q3 2025 Reduced 1.11%
AGGY Wisdomtree Yield Enhanced U.S. ETFs	$0	$3.14 Million 0.55% of portfolio	70,910	Q3 2025 Added 12.71%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$3.02 Million 0.53% of portfolio	29,953	Q3 2025 Added 1.24%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$2.81 Million 0.49% of portfolio	19,711	Q3 2025 Added 6.48%
NULG Nuveen Esg Large Cap Growth Et ETFs	$0	$2.68 Million 0.47% of portfolio	26,932	Q3 2025 Added 4.43%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$2.61 Million 0.46% of portfolio	51,455	Q3 2025 Reduced 11.99%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$2.37 Million 0.42% of portfolio	30,014	Q3 2025 Added 3.38%
VUG Vanguard Growth ETF ETFs	$0	$2.4 Million 0.42% of portfolio	5,006	Q3 2025 Added 3.28%

IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$2.33 Million 0.41% of portfolio	49,952	Q3 2025 Added 1.13%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$2.21 Million 0.39% of portfolio	44,411	Q3 2025 New
IQDG Wisdomtree Tr Intl Quality Div ETFs	$0	$2.16 Million 0.38% of portfolio	54,240	Q3 2025 Added 0.01%
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	$0	$2.15 Million 0.38% of portfolio	42,104	Q3 2025 Reduced 6.04%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$1.94 Million 0.34% of portfolio	4,177	Q3 2025 Added 2.18%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$1.76 Million 0.31% of portfolio	34,738	Q3 2025 Reduced 3.67%
IAU Ishares Gold Trust ETFs	$65.3B	$1.75 Million 0.31% of portfolio	24,033	Q3 2025 Added 29.43%
IQSI Indexiq ETF Tr Iq Candriam Esg ETFs	$0	$1.65 Million 0.29% of portfolio	48,563	Q3 2025 Added 5.91%
HEFA Ishares Currency Hedged Msci E ETFs	$0	$1.67 Million 0.29% of portfolio	42,150	Q3 2025 Added 0.8%
UPRO Proshares Trust Proshares Ultr ETFs	$0	$1.61 Million 0.28% of portfolio	14,478	Q3 2025 Reduced 1.35%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$1.59 Million 0.28% of portfolio	5,328	Q3 2025 Added 9.2%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$1.54 Million 0.27% of portfolio	56,373	Q3 2025 Added 6.58%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$1.55 Million 0.27% of portfolio	48,594	Q3 2025 Reduced 0.76%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$1.56 Million 0.27% of portfolio	13,025	Q3 2025 Added 1.22%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$1.54 Million 0.27% of portfolio	46,013	Q3 2025 New
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$1.55 Million 0.27% of portfolio	16,264	Q3 2025 Reduced 1.41%
FTLS First Tr Long/Short Equity ETF ETFs	$0	$1.56 Million 0.27% of portfolio	22,311	Q3 2025 Added 27.35%
USHY Ishares Tr Broad Usd High Yiel ETFs	$0	$1.49 Million 0.26% of portfolio	39,540	Q3 2025 Reduced 7.47%
SRLN Ssga Active Trust ETFs	$0	$1.44 Million 0.25% of portfolio	34,637	Q3 2025 Reduced 15.55%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$1.45 Million 0.25% of portfolio	14,078	Q3 2025 Reduced 7.16%
GAL Ssga Active ETF Tr ETFs	$0	$1.44 Million 0.25% of portfolio	29,417	Q3 2025 Reduced 20.84%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$1.44 Million 0.25% of portfolio	7,594	Q3 2025 Added 40.94%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$1.43 Million 0.25% of portfolio	14,318	Q3 2025 Reduced 7.27%
HDMV First Tr ETF Iii Horizon Manag ETFs	$0	$1.38 Million 0.24% of portfolio	39,847	Q3 2025 Added 23.17%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$1.36 Million 0.24% of portfolio	2,897	Q3 2025 Added 0.87%
IEF Ishares Barclays ETFs	$0	$1.32 Million 0.23% of portfolio	13,637	Q3 2025 Added 24.47%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$1.32 Million 0.23% of portfolio	16,793	Q3 2025 Reduced 2.04%
SPXT Proshares Tr S&P 500 Ex Techno ETFs	$0	$1.28 Million 0.23% of portfolio	12,743	Q3 2025 Added 1.55%
IBHF Ishares Tr Ibonds 2026 Term Hi ETFs	$0	$1.27 Million 0.22% of portfolio	54,325	Q3 2025 Added 45.55%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$1.26 Million 0.22% of portfolio	3,870	Q3 2025 Added 3.26%
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$1.24 Million 0.22% of portfolio	20,654	Q3 2025 Reduced 5.56%
XLE Energy Sector Spdr ETFs	$0	$1.2 Million 0.21% of portfolio	13,417	Q3 2025 Reduced 4.69%

Summary

Portfolio
No. of Stocks 450
Current Value $569 Million
Prior Value $522 Million
Filing
Period Q3 2025
Filing Date October 21, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 51 stocks
Additional Purchases 223 stocks
Sold out of 0 stocks
Reduced holdings in 148 stocks

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Golden State Equity Partners Portfolio Holdings