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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$505B
$38.1 Million 6.69% of portfolio
204,164
Q3 2025 Reduced 1.67%
$4.35T
$26 Million 4.57% of portfolio
102,263
Q3 2025 Reduced 0.63%
$3.86T
$21.9 Million 3.85% of portfolio
42,360
Q3 2025 Added 5.73%
$2.49T
$12.7 Million 2.24% of portfolio
58,019
Q3 2025 Added 0.82%
$1.68T
$12.4 Million 2.18% of portfolio
50,987
Q3 2025 Reduced 2.79%
$150B
$11.7 Million 2.05% of portfolio
35,429
Q3 2025 Added 3.85%
$913B
$9.84 Million 1.73% of portfolio
31,204
Q3 2025 Reduced 3.39%
$0
$9.47 Million 1.66% of portfolio
94,442
Q3 2025 Added 12.71%
$0
$7.79 Million 1.37% of portfolio
87,546
Q3 2025 Reduced 2.31%
$0
$7.56 Million 1.33% of portfolio
12,595
Q3 2025 Added 6.3%
$621B
$6.95 Million 1.22% of portfolio
13,815
Q3 2025 Added 0.3%
$0
$6.89 Million 1.21% of portfolio
11,244
Q3 2025 Added 2.91%
$1.44T
$6.22 Million 1.09% of portfolio
13,983
Q3 2025 Reduced 2.78%
$1.46T
$5.91 Million 1.04% of portfolio
8,044
Q3 2025 Added 9.85%
$0
$5.63 Million 0.99% of portfolio
8,414
Q3 2025 Added 14.34%
$262B
$5.56 Million 0.98% of portfolio
33,204
Q3 2025 Added 0.18%
$260B
$4.98 Million 0.87% of portfolio
20,999
Q3 2025 Reduced 6.79%
$275B
$4.86 Million 0.85% of portfolio
47,115
Q3 2025 Reduced 1.65%
$0
$4.51 Million 0.79% of portfolio
118,731
Q3 2025 Reduced 7.1%
$0
$4.45 Million 0.78% of portfolio
96,193
Q3 2025 Added 12.78%
$276B
$4.2 Million 0.74% of portfolio
14,902
Q3 2025 Added 26.12%
$557B
$4.2 Million 0.74% of portfolio
12,296
Q3 2025 Added 0.99%
$0
$4.04 Million 0.71% of portfolio
158,504
Q3 2025 Reduced 11.66%
$494B
$3.98 Million 0.7% of portfolio
21,491
Q3 2025 Added 20.49%
$0
$4 Million 0.7% of portfolio
89,816
Q3 2025 Added 5.22%
$386B
$3.96 Million 0.7% of portfolio
17,105
Q3 2025 Reduced 15.52%
$394B
$3.94 Million 0.69% of portfolio
21,600
Q3 2025 Added 17.64%
$0
$3.68 Million 0.65% of portfolio
44,413
Q3 2025 Added 8.59%
$389B
$3.58 Million 0.63% of portfolio
8,839
Q3 2025 Reduced 6.14%
$429B
$3.61 Million 0.63% of portfolio
69,965
Q3 2025 Added 1.45%
$403B
$3.37 Million 0.59% of portfolio
3,644
Q3 2025 Reduced 5.74%
$220B
$3.2 Million 0.56% of portfolio
10,514
Q3 2025 Added 1.87%
$0
$3.15 Million 0.55% of portfolio
60,400
Q3 2025 Reduced 1.11%
$0
$3.14 Million 0.55% of portfolio
70,910
Q3 2025 Added 12.71%
$0
$3.02 Million 0.53% of portfolio
29,953
Q3 2025 Added 1.24%
$330B
$2.91 Million 0.51% of portfolio
34,736
Q3 2025 Added 1.35%
$0
$2.81 Million 0.49% of portfolio
19,711
Q3 2025 Added 6.48%
$0
$2.68 Million 0.47% of portfolio
26,932
Q3 2025 Added 4.43%
$0
$2.61 Million 0.46% of portfolio
51,455
Q3 2025 Reduced 11.99%
$477B
$2.63 Million 0.46% of portfolio
23,360
Q3 2025 Reduced 8.32%
$0
$2.53 Million 0.44% of portfolio
175,018
Q3 2025 Reduced 0.43%
$309B
$2.43 Million 0.43% of portfolio
15,623
Q3 2025 Reduced 16.43%
$0
$2.37 Million 0.42% of portfolio
30,014
Q3 2025 Added 3.38%
$0
$2.4 Million 0.42% of portfolio
5,006
Q3 2025 Added 3.28%
$0
$2.33 Million 0.41% of portfolio
49,952
Q3 2025 Added 1.13%
$163B
$2.31 Million 0.41% of portfolio
15,995
Q3 2025 Added 101.02%
$820B
$2.36 Million 0.41% of portfolio
3,095
Q3 2025 Reduced 0.29%
$305B
$2.28 Million 0.4% of portfolio
4,773
Q3 2025 Added 18.47%
$0
$2.21 Million 0.39% of portfolio
44,411
Q3 2025 New

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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