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
$0
$871,000 0.17% of portfolio
10,811
Q2 2025 Reduced 12.22%
$6.2B
$852,000 0.16% of portfolio
30,000
Q1 2025 Added 50.0%
$286B
$848,000 0.16% of portfolio
1,059
Q2 2025 Reduced 7.19%
$30.8B
$822,000 0.16% of portfolio
4,751
Q2 2025 Added 5.88%
$0
$838,000 0.16% of portfolio
20,279
Q2 2025 Reduced 23.74%
$11.7B
$838,000 0.16% of portfolio
6,745
Q2 2025 Reduced 0.13%
$151B
$838,000 0.16% of portfolio
13,700
Q2 2025 Added 6.77%
$42.1B
$822,000 0.16% of portfolio
9,775
Q2 2025 Added 3.7%
$0
$796,000 0.15% of portfolio
2,620
Q2 2025 Added 12.25%
$6.1B
$791,000 0.15% of portfolio
39,427
Q2 2025 Added 15.33%
$25.3B
$784,000 0.15% of portfolio
3,597
Q2 2025 Added 5.76%
$0
$783,000 0.15% of portfolio
16,474
Q2 2025 Reduced 45.93%
$0
$774,000 0.15% of portfolio
3,222
Q2 2025 Added 17.89%
$622M
$773,000 0.15% of portfolio
100,229
Q2 2025 Added 0.76%
$0
$777,000 0.15% of portfolio
33,102
Q2 2025 Reduced 16.25%
$11.3B
$796,000 0.15% of portfolio
20,717
Q2 2025 Added 6.56%
$42.8B
$769,000 0.15% of portfolio
5,969
Q2 2025 Added 93.3%
$0
$781,000 0.15% of portfolio
14,670
Q2 2025 New
$65.2B
$777,000 0.15% of portfolio
9,160
Q2 2025 Reduced 1.27%
$0
$719,000 0.14% of portfolio
12,626
Q2 2025 Reduced 8.48%
$280B
$727,000 0.14% of portfolio
3,996
Q2 2025 Added 2.41%
$0
$742,000 0.14% of portfolio
15,136
Q2 2025 Added 7.02%
$5.91B
$743,000 0.14% of portfolio
8,251
Q2 2025 Added 1,381.33%
$0
$724,000 0.14% of portfolio
1,173
Q2 2025 Added 6.06%
$92.3B
$714,000 0.14% of portfolio
6,058
Q2 2025 Reduced 36.7%
$70.3B
$751,000 0.14% of portfolio
11,972
Q2 2025 Reduced 5.99%
$103B
$730,000 0.14% of portfolio
7,953
Q2 2025 Added 0.79%
$35.9B
$728,000 0.14% of portfolio
8,919
Q2 2025 Added 1.25%
$0
$739,000 0.14% of portfolio
35,327
Q2 2025 Reduced 0.06%
$0
$755,000 0.14% of portfolio
110,929
Q2 2025 Reduced 0.59%
$0
$726,000 0.14% of portfolio
14,479
Q2 2025 Reduced 0.55%
$136B
$698,000 0.13% of portfolio
28,797
Q2 2025 Added 56.09%
$15.6B
$662,000 0.13% of portfolio
1,501
Q2 2025 Reduced 1.9%
$0
$658,000 0.13% of portfolio
12,795
Q2 2025 Added 0.13%
$52.1B
$683,000 0.13% of portfolio
3,396
Q2 2025 New
$0
$668,000 0.13% of portfolio
7,267
Q2 2025 Reduced 0.16%
$106B
$696,000 0.13% of portfolio
11,887
Q2 2025 Added 2.17%
$220B
$704,000 0.13% of portfolio
5,682
Q2 2025 Added 4.28%
$102B
$680,000 0.13% of portfolio
928
Q2 2025 Added 38.3%
$154B
$686,000 0.13% of portfolio
19,230
Q2 2025 Added 4.63%
$0
$702,000 0.13% of portfolio
27,454
Q2 2025 Reduced 7.53%
$182B
$686,000 0.13% of portfolio
1,263
Q2 2025 Added 4.47%
$0
$695,000 0.13% of portfolio
8,393
Q2 2025 Added 3.63%
$48.6B
$686,000 0.13% of portfolio
2,096
Q2 2025 Added 6.07%
$64.6B
$661,000 0.13% of portfolio
15,264
Q2 2025 Added 11.64%
$28.9B
$618,000 0.12% of portfolio
5,579
Q2 2025 Reduced 18.48%
$28.7B
$650,000 0.12% of portfolio
6,346
Q2 2025 Added 23.22%
$79.3B
$644,000 0.12% of portfolio
1,289
Q2 2025 Added 8.78%
$0
$621,000 0.12% of portfolio
39,724
Q2 2025 New

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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