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Golden State Wealth Management, LLC

Q2 2026 13F filing

Updated 50 days ago

1,684 disclosed positions worth $1.1B

Portfolio value
$1.1B
Total holdings
1,684
New positions
117
Closed positions
106
Increased
532
Decreased
347
Turnover
13.2%
Filed
2026-07-22

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES CORE

+8257.9%
Value
$79.1M
Shares
105.6K
% Port
7.21%
S
2.SPY

STATE STREET

-0.8%
Value
$53.1M
Shares
71.1K
% Port
4.84%
A

APPLE INC

+434.0%
Value
$29.2M
Shares
101.0K
% Port
2.67%
E

ISHARES U S

+5375.0%
Value
$26.7M
Shares
392.7K
% Port
2.44%
E

ISHARES CORE

+1.7%
Value
$25.6M
Shares
259.0K
% Port
2.34%
G

ALPHABET INC

-2.1%
Value
$23M
Shares
64.4K
% Port
2.10%
Q
7.QQQ

INVESCO QQQ

-1.1%
Value
$22.8M
Shares
31.0K
% Port
2.08%
N

NVIDIA CORP

+1807.5%
Value
$22.3M
Shares
111.5K
% Port
2.04%
A

AMAZON COM

+3426.4%
Value
$21.2M
Shares
88.8K
% Port
1.93%
F
10.FPF

FIRST TRUST

-25.3%
Value
$17.4M
Shares
361.1K
% Port
1.59%
?
11.N/A

PRINCIPAL US

+1.9%
Value
$15.8M
Shares
213.6K
% Port
1.44%
E
12.ETHA

ISHARES CORE

+326.3%
Value
$14.4M
Shares
173.5K
% Port
1.31%
?
13.N/A

HARBOR LONG

+392.9%
Value
$14M
Shares
431.4K
% Port
1.28%
?
14.N/A

AMERICAN CENTURY

-25.8%
Value
$11.9M
Shares
101.1K
% Port
1.09%
?
15.N/A

ISHARES A I

+344.0%
Value
$11.5M
Shares
218.0K
% Port
1.05%
S

STATE STREET

-5.5%
Value
$11.1M
Shares
436.3K
% Port
1.02%
F
17.FPF

FIRST TRUST

+2.2%
Value
$10.9M
Shares
115.8K
% Port
0.99%
F
18.FPF

FIRST TRUST

-38.0%
Value
$9.4M
Shares
116.2K
% Port
0.86%
F
19.FPF

FIRST TRUST

+290.8%
Value
$9.2M
Shares
213.7K
% Port
0.84%
T
20.TSLA

TESLA INC

+1.5%
Value
$9M
Shares
21.4K
% Port
0.82%
F
21.FPF

FIRST TRUST

+2142.8%
Value
$8.8M
Shares
242.0K
% Port
0.81%
M
22.MSFT

MICROSOFT CORP

+3435.4%
Value
$8.1M
Shares
21.8K
% Port
0.74%
?
23.N/A

JPMORGAN BETABUILDERS

-31.5%
Value
$7.9M
Shares
58.4K
% Port
0.72%
E
24.ETHA

ISHARES MSCI

+2769.7%
Value
$7.5M
Shares
34.2K
% Port
0.68%
J

JPMORGAN US

+6.7%
Value
$7.3M
Shares
101.3K
% Port
0.67%
S
26.SNDK

SANDISK CORP

+2.7%
Value
$7.2M
Shares
3.2K
% Port
0.66%
A
27.AVGO

BROADCOM INC

+1.8%
Value
$7.1M
Shares
18.8K
% Port
0.65%
?
28.N/A

ISHARES U S

+260.5%
Value
$7M
Shares
162.0K
% Port
0.64%
S
29.SIVR

ABRDN PHYSICAL

-0.3%
Value
$6.8M
Shares
121.1K
% Port
0.62%
S

STATE STREET

+1970.0%
Value
$6.4M
Shares
72.4K
% Port
0.58%
B
31.BX

VANGUARD DIVIDEND

-2.4%
Value
$6.3M
Shares
26.8K
% Port
0.58%
?
32.N/A

ISHARES MSCI

+132.3%
Value
$6.2M
Shares
18.2K
% Port
0.57%
F
33.FPF

FIRST TRUST

+4.5%
Value
$5.9M
Shares
141.2K
% Port
0.54%
B
34.BX

BLACKSTONE INC

-3.6%
Value
$5.8M
Shares
49.0K
% Port
0.53%
I
35.IVZ

INVESCO NATIONAL

+8532.3%
Value
$5.7M
Shares
240.6K
% Port
0.52%
A
36.AAPL

APPLE INC

+1.5%
Value
$5.6M
Shares
19.2K
% Port
0.51%
?
37.N/A

JANUS HENDERSON

+2.7%
Value
$5.5M
Shares
111.9K
% Port
0.50%
E
38.ETHA

ISHARES MSCI

+1427.7%
Value
$5.5M
Shares
71.3K
% Port
0.50%
A
39.AMD

ADVANCED MICRO

-0.4%
Value
$5.4M
Shares
9.3K
% Port
0.49%
M
40.META

META PLATFORMS

+1.9%
Value
$5.2M
Shares
9.2K
% Port
0.47%
F
41.FPF

FIRST TRUST

-13.2%
Value
$5.1M
Shares
204.2K
% Port
0.46%
R
42.RTX

RTX CORP

-13.3%
Value
$5M
Shares
26.3K
% Port
0.45%
V
43.VGES

VANGUARD S&P

+1.6%
Value
$4.6M
Shares
6.7K
% Port
0.42%
B
44.BLK

ISHARES MSCI

-11.0%
Value
$4.5M
Shares
28.4K
% Port
0.41%
E
45.ETHA

INVESCO NASDAQ

+12.3%
Value
$4.5M
Shares
14.7K
% Port
0.41%
J

JPMORGAN CHASE

-3.1%
Value
$4.4M
Shares
13.5K
% Port
0.40%
S

STATE STREET

-14.0%
Value
$4.4M
Shares
72.6K
% Port
0.40%
F
48.FPF

FIRST TRUST

+1573.0%
Value
$4.4M
Shares
59.8K
% Port
0.40%
G
49.GLD

SPDR GOLD

+2313.4%
Value
$4.4M
Shares
11.9K
% Port
0.40%
I

ISHARES S&P

+0.0%
Value
$4.4M
Shares
23.3K
% Port
0.40%