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Golden State Wealth Management, LLC 13F holdings

Filed 2026-07-22 · Golden State Wealth Management, LLC · 1,684 positions · $1.1B

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Ticker	Company	Shares	Value	% of portfolio
IVV	ISHARES CORE	105.6K	$79.1M	7.2%
SPY	STATE STREET	71.1K	$53.1M	4.8%
AAPL	APPLE INC	101.0K	$29.2M	2.7%
DYNF	ISHARES U S	392.7K	$26.7M	2.4%
AGG	ISHARES CORE	259.0K	$25.6M	2.3%
GOOGL	ALPHABET INC	64.4K	$23.0M	2.1%
QQQ	INVESCO QQQ	31.0K	$22.8M	2.1%
NVDA	NVIDIA CORP	111.5K	$22.3M	2.0%
AMZN	AMAZON COM	88.8K	$21.2M	1.9%
FVD	FIRST TRUST	361.1K	$17.4M	1.6%
USMC	PRINCIPAL US	213.6K	$15.8M	1.4%
ACWI	ISHARES CORE	173.5K	$14.4M	1.3%
WINN	HARBOR LONG	431.4K	$14.0M	1.3%
QGRO	AMERICAN CENTURY	101.1K	$11.9M	1.1%
BAI	ISHARES A I	218.0K	$11.5M	1.0%
SPAB	STATE STREET	436.3K	$11.1M	1.0%
FTCS	FIRST TRUST	115.8K	$10.9M	1.0%
RDVY	FIRST TRUST	116.2K	$9.4M	0.9%
SDVY	FIRST TRUST	213.7K	$9.2M	0.8%
TSLA	TESLA INC	21.4K	$9.0M	0.8%
BUFR	FIRST TRUST	242.0K	$8.8M	0.8%
MSFT	MICROSOFT CORP	21.8K	$8.1M	0.7%
BBUS	JPMORGAN BETABUILDERS	58.4K	$7.9M	0.7%
QUAL	ISHARES MSCI	34.2K	$7.5M	0.7%
JQUA	JPMORGAN US	101.3K	$7.3M	0.7%
SNDK	SANDISK CORP	3.2K	$7.2M	0.7%
AVGO	BROADCOM INC	18.8K	$7.1M	0.6%
THRO	ISHARES U S	162.0K	$7.0M	0.6%
SIVR	ABRDN PHYSICAL	121.1K	$6.8M	0.6%
SPYM	STATE STREET	72.4K	$6.4M	0.6%
VIG	VANGUARD DIVIDEND	26.8K	$6.3M	0.6%
MTUM	ISHARES MSCI	18.2K	$6.2M	0.6%
FICS	FIRST TRUST	141.2K	$5.9M	0.5%
BX	BLACKSTONE INC	49.0K	$5.8M	0.5%
PZA	INVESCO NATIONAL	240.6K	$5.7M	0.5%
AAPL	APPLE INC	19.2K	$5.6M	0.5%
VNLA	JANUS HENDERSON	111.9K	$5.5M	0.5%
EFV	ISHARES MSCI	71.3K	$5.5M	0.5%
AMD	ADVANCED MICRO	9.3K	$5.4M	0.5%
META	META PLATFORMS	9.2K	$5.2M	0.5%
UCON	FIRST TRUST	204.2K	$5.1M	0.5%
RTX	RTX CORP	26.3K	$5.0M	0.5%
VOO	VANGUARD S&P	6.7K	$4.6M	0.4%
ACWI	ISHARES MSCI	28.4K	$4.5M	0.4%
QQQM	INVESCO NASDAQ	14.7K	$4.5M	0.4%
JPM	JPMORGAN CHASE	13.5K	$4.4M	0.4%
SPYV	STATE STREET	72.6K	$4.4M	0.4%
FTLS	FIRST TRUST	59.8K	$4.4M	0.4%
GLD	SPDR GOLD	11.9K	$4.4M	0.4%
IUSG	ISHARES S&P	23.3K	$4.4M	0.4%
PPA	INVESCO AEROSPACE	23.7K	$4.2M	0.4%
IVW	ISHARES S&P	30.4K	$4.2M	0.4%
—	FIRST TRUST	104.2K	$4.1M	0.4%
TLH	ISHARES 10-20YR	40.7K	$4.1M	0.4%
USFR	WISDOMTREE FLOATING	79.9K	$4.0M	0.4%
CIBR	FIRST TRUST	44.5K	$4.0M	0.4%
DGRW	WISDOMTREE US	41.5K	$4.0M	0.4%
JGRO	JPMORGAN ACTIVE	40.1K	$4.0M	0.4%
QGRW	WISDOMTREE US	59.7K	$3.9M	0.4%
IWD	ISHARES RUSSELL	16.1K	$3.9M	0.4%

Top Fund Holdings

13F

Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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