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
$35.1B
$1.36 Million 0.24% of portfolio
22,397
Q3 2025 Reduced 1.21%
$346B
$1.35 Million 0.24% of portfolio
8,788
Q3 2025 Added 3.09%
$0
$1.32 Million 0.23% of portfolio
13,637
Q3 2025 Added 24.47%
$0
$1.32 Million 0.23% of portfolio
16,793
Q3 2025 Reduced 2.04%
$132B
$1.32 Million 0.23% of portfolio
5,346
Q3 2025 New
$59.8B
$1.28 Million 0.23% of portfolio
6,835
Q3 2025 Reduced 20.67%
$0
$1.28 Million 0.23% of portfolio
12,743
Q3 2025 Added 1.55%
$167B
$1.32 Million 0.23% of portfolio
13,870
Q3 2025 Added 4.2%
$265B
$1.31 Million 0.23% of portfolio
1,642
Q3 2025 Reduced 11.1%
$0
$1.27 Million 0.22% of portfolio
54,325
Q3 2025 Added 45.55%
$0
$1.26 Million 0.22% of portfolio
3,870
Q3 2025 Added 3.26%
$28.9B
$1.26 Million 0.22% of portfolio
13,970
Q3 2025 Reduced 2.29%
$0
$1.24 Million 0.22% of portfolio
20,654
Q3 2025 Reduced 5.56%
$222B
$1.26 Million 0.22% of portfolio
2,597
Q3 2025 Reduced 13.95%
$103B
$1.24 Million 0.22% of portfolio
9,514
Q3 2025 Reduced 5.17%
$0
$1.2 Million 0.21% of portfolio
13,417
Q3 2025 Reduced 4.69%
$123B
$1.21 Million 0.21% of portfolio
2,415
Q3 2025 Reduced 13.87%
$115B
$1.21 Million 0.21% of portfolio
2,471
Q3 2025 Added 5.69%
$85.9B
$1.22 Million 0.21% of portfolio
5,535
Q3 2025 Added 283.31%
$0
$1.18 Million 0.21% of portfolio
9,921
Q3 2025 Reduced 0.45%
$0
$1.12 Million 0.2% of portfolio
12,866
Q3 2025 Added 3.64%
$512B
$1.14 Million 0.2% of portfolio
2,011
Q3 2025 Added 1.31%
$228B
$1.14 Million 0.2% of portfolio
8,485
Q3 2025 Added 0.49%
$136B
$1.16 Million 0.2% of portfolio
4,901
Q3 2025 Added 7.38%
$100B
$1.16 Million 0.2% of portfolio
4,291
Q3 2025 Added 10.11%
$140B
$1.16 Million 0.2% of portfolio
4,632
Q3 2025 Added 4.8%
$0
$1.12 Million 0.2% of portfolio
27,450
Q3 2025 Reduced 7.61%
$0
$1.07 Million 0.19% of portfolio
21,173
Q3 2025 Added 3.25%
$61.4B
$1.06 Million 0.19% of portfolio
5,199
Q3 2025 Added 5.61%
$0
$1.1 Million 0.19% of portfolio
16,888
Q3 2025 Added 14.12%
$405B
$1.08 Million 0.19% of portfolio
1,120
Q3 2025 Added 5.76%
$114B
$1.1 Million 0.19% of portfolio
5,113
Q3 2025 Added 16.84%
$0
$1.09 Million 0.19% of portfolio
5,833
Q3 2025 Reduced 6.81%
$0
$1 Million 0.18% of portfolio
3,560
Q3 2025 Reduced 4.71%
$181B
$999,000 0.18% of portfolio
10,197
Q3 2025 Added 2.06%
$0
$1.04 Million 0.18% of portfolio
11,599
Q3 2025 Added 18.41%
$0
$1.04 Million 0.18% of portfolio
3,168
Q3 2025 Added 20.92%
$40.4B
$1.01 Million 0.18% of portfolio
8,001
Q3 2025 Added 1.57%
$0
$1.04 Million 0.18% of portfolio
9,713
Q3 2025 Reduced 1.54%
$169B
$1 Million 0.18% of portfolio
1,092
Q3 2025 Added 1.87%
$0
$1.03 Million 0.18% of portfolio
22,264
Q3 2025 Added 5.3%
$132B
$1.04 Million 0.18% of portfolio
4,927
Q3 2025 Added 2.99%
$40.3B
$1.01 Million 0.18% of portfolio
2,989
Q3 2025 Reduced 2.42%
$0
$966,000 0.17% of portfolio
19,145
Q3 2025 Reduced 0.07%
$36B
$977,000 0.17% of portfolio
9,725
Q3 2025 Added 6.8%
$0
$992,000 0.17% of portfolio
60,545
Q3 2025 Added 11.47%
$0
$979,000 0.17% of portfolio
3,820
Q3 2025 Added 18.56%
$147B
$957,000 0.17% of portfolio
9,805
Q3 2025 Added 0.18%
$159B
$978,000 0.17% of portfolio
2,011
Q3 2025 Reduced 0.35%

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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