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
$61.7B
$908,000 0.16% of portfolio
2,151
Q3 2025 Added 2.62%
$92B
$897,000 0.16% of portfolio
5,782
Q3 2025 Reduced 31.61%
$0
$890,000 0.16% of portfolio
11,472
Q3 2025 Added 13.55%
$5.59B
$905,000 0.16% of portfolio
70,000
Q3 2025 Added 250.0%
$0
$903,000 0.16% of portfolio
18,274
Q3 2025 Added 10.93%
$101B
$899,000 0.16% of portfolio
13,615
Q3 2025 Added 14.54%
$74.6B
$923,000 0.16% of portfolio
6,931
Q3 2025 Added 3.39%
$5.93B
$884,000 0.16% of portfolio
8,206
Q3 2025 Reduced 0.55%
$12.2B
$904,000 0.16% of portfolio
21,300
Q3 2025 Added 2.81%
$76.1B
$864,000 0.15% of portfolio
2,676
Q3 2025 Added 118.27%
$0
$850,000 0.15% of portfolio
8,930
Q3 2025 Reduced 51.98%
$0
$859,000 0.15% of portfolio
19,341
Q3 2025 Reduced 4.63%
$0
$834,000 0.15% of portfolio
32,268
Q3 2025 Added 17.53%
$675M
$853,000 0.15% of portfolio
99,695
Q3 2025 Reduced 0.53%
$0
$827,000 0.15% of portfolio
14,062
Q3 2025 Added 94.74%
$0
$862,000 0.15% of portfolio
17,232
Q3 2025 Added 13.85%
$89.8B
$804,000 0.14% of portfolio
1,321
Q3 2025 Added 2.48%
$112B
$795,000 0.14% of portfolio
14,337
Q3 2025 Reduced 5.13%
$319B
$818,000 0.14% of portfolio
2,369
Q3 2025 Added 14.11%
$0
$794,000 0.14% of portfolio
1,193
Q3 2025 Added 1.71%
$95.7B
$777,000 0.14% of portfolio
6,286
Q3 2025 Added 3.76%
$0
$820,000 0.14% of portfolio
16,642
Q3 2025 Added 34.26%
$59.6B
$809,000 0.14% of portfolio
9,012
Q3 2025 Reduced 1.62%
$102B
$783,000 0.14% of portfolio
8,269
Q3 2025 Added 3.97%
$70.5B
$805,000 0.14% of portfolio
12,714
Q3 2025 Added 6.2%
$51.8B
$790,000 0.14% of portfolio
3,683
Q3 2025 Added 8.45%
$25.6B
$777,000 0.14% of portfolio
4,862
Q3 2025 Added 2.34%
$153B
$751,000 0.13% of portfolio
12,680
Q3 2025 Reduced 7.45%
$12.2B
$718,000 0.13% of portfolio
1,778
Q3 2025 Added 18.45%
$17.8B
$717,000 0.13% of portfolio
2,070
Q3 2025 Reduced 0.43%
$60.4B
$727,000 0.13% of portfolio
762
Q3 2025 Reduced 0.91%
$115B
$727,000 0.13% of portfolio
2,576
Q3 2025 Reduced 30.64%
$7.33B
$760,000 0.13% of portfolio
37,714
Q3 2025 Added 97.13%
$22B
$754,000 0.13% of portfolio
3,962
Q3 2025 Added 10.15%
$40.2B
$763,000 0.13% of portfolio
9,154
Q3 2025 Reduced 6.35%
$0
$761,000 0.13% of portfolio
12,716
Q3 2025 Added 0.71%
$67.9B
$715,000 0.13% of portfolio
1,564
Q3 2025 Added 13.83%
$138B
$736,000 0.13% of portfolio
28,905
Q3 2025 Added 0.38%
$5.62B
$763,000 0.13% of portfolio
39,421
Q3 2025 Reduced 0.02%
$152B
$760,000 0.13% of portfolio
2,033
Q3 2025 Added 92.34%
$0
$680,000 0.12% of portfolio
912
Q3 2025 Reduced 4.0%
$0
$699,000 0.12% of portfolio
110,314
Q3 2025 Reduced 0.55%
$0
$705,000 0.12% of portfolio
8,393
Q2 2025 Added 3.63%
$270B
$704,000 0.12% of portfolio
2,121
Q3 2025 Added 82.37%
$0
$707,000 0.12% of portfolio
45,330
Q3 2025 Added 14.11%
$0
$655,000 0.12% of portfolio
7,170
Q3 2025 Added 14.72%
$0
$671,000 0.12% of portfolio
12,866
Q3 2025 Added 0.55%
$0
$696,000 0.12% of portfolio
6,261
Q3 2025 Added 8.64%
$0
$698,000 0.12% of portfolio
7,239
Q3 2025 Reduced 0.39%

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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