Universe · entity

Golden State Wealth Management, LLC

Institutional manager (13F) · CIK 1776033
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $551M
#IssuerValueShares
1ISHARES CORE$66M101,307
2STATE STREET$47M71,675
3APPLE INC$31M122,330
4ISHARES CORE$25M254,606
5FIRST TRUST$23M483,139
6NVIDIA CORP$21M117,579
7ALPHABET INC$19M65,851
8AMAZON COM$18M87,692
9INVESCO QQQ$18M31,378
10HARBOR LONG$15M554,554
11AMERICAN CENTURY$14M136,245
12PRINCIPAL US$13M209,703
13FIRST TRUST$13M187,510
14STATE STREET$12M461,904
15FIRST TRUST$12M297,058
16ISHARES U S$11M182,364
17FIRST TRUST$11M113,267
18JPMORGAN BETABUILDERS$10M85,302
19ABERDEEN PHYSICAL$9M121,426
20FIRST TRUST$9M256,521
21MICROSOFT CORP$8M21,999
22TESLA INC$8M21,126
23ISHARES MSCI$7M38,277
24WISDOMTREE US$7M75,772
25VANGUARD DIVIDEND$6M27,454
26BLACKSTONE INC$6M50,814
27RTX CORP$6M30,285
28FIRST TRUST$6M235,120
29JPMORGAN US$6M94,967
30BROADCOM INC$6M18,465
31STATE STREET$6M73,948
32AB ACTIVE$5M219,729
33SPDR GOLD$5M12,596
34JANUS HENDERSON$5M109,018
35FIRST TRUST$5M135,096
36META PLATFORMS$5M9,012
37STATE STREET$5M84,462
38STATE STREET$5M47,017
39FIRST TRUST$4M63,951
40FIRST TRUST$4M115,958
41ISHARES MSCI$4M31,909
42JPMORGAN CHASE$4M13,942
43ISHARES INTL$4M95,864
44WISDOMTREE FLOATING$4M80,626
45INVESCO AEROSPACE$4M24,346
46COSTCO WHOLESALE$4M3,983
47VANGUARD S&P$4M6,610
48ISHARES 0-3$4M36,652
49ISHARES RUSSELL$4M17,260
50ISHARES S&P$4M23,283
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.