Universe · entity
Golden State Wealth Management, LLC
Institutional manager (13F) · CIK 1776033
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $551M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES CORE | $66M | 101,307 |
| 2 | STATE STREET | $47M | 71,675 |
| 3 | APPLE INC | $31M | 122,330 |
| 4 | ISHARES CORE | $25M | 254,606 |
| 5 | FIRST TRUST | $23M | 483,139 |
| 6 | NVIDIA CORP | $21M | 117,579 |
| 7 | ALPHABET INC | $19M | 65,851 |
| 8 | AMAZON COM | $18M | 87,692 |
| 9 | INVESCO QQQ | $18M | 31,378 |
| 10 | HARBOR LONG | $15M | 554,554 |
| 11 | AMERICAN CENTURY | $14M | 136,245 |
| 12 | PRINCIPAL US | $13M | 209,703 |
| 13 | FIRST TRUST | $13M | 187,510 |
| 14 | STATE STREET | $12M | 461,904 |
| 15 | FIRST TRUST | $12M | 297,058 |
| 16 | ISHARES U S | $11M | 182,364 |
| 17 | FIRST TRUST | $11M | 113,267 |
| 18 | JPMORGAN BETABUILDERS | $10M | 85,302 |
| 19 | ABERDEEN PHYSICAL | $9M | 121,426 |
| 20 | FIRST TRUST | $9M | 256,521 |
| 21 | MICROSOFT CORP | $8M | 21,999 |
| 22 | TESLA INC | $8M | 21,126 |
| 23 | ISHARES MSCI | $7M | 38,277 |
| 24 | WISDOMTREE US | $7M | 75,772 |
| 25 | VANGUARD DIVIDEND | $6M | 27,454 |
| 26 | BLACKSTONE INC | $6M | 50,814 |
| 27 | RTX CORP | $6M | 30,285 |
| 28 | FIRST TRUST | $6M | 235,120 |
| 29 | JPMORGAN US | $6M | 94,967 |
| 30 | BROADCOM INC | $6M | 18,465 |
| 31 | STATE STREET | $6M | 73,948 |
| 32 | AB ACTIVE | $5M | 219,729 |
| 33 | SPDR GOLD | $5M | 12,596 |
| 34 | JANUS HENDERSON | $5M | 109,018 |
| 35 | FIRST TRUST | $5M | 135,096 |
| 36 | META PLATFORMS | $5M | 9,012 |
| 37 | STATE STREET | $5M | 84,462 |
| 38 | STATE STREET | $5M | 47,017 |
| 39 | FIRST TRUST | $4M | 63,951 |
| 40 | FIRST TRUST | $4M | 115,958 |
| 41 | ISHARES MSCI | $4M | 31,909 |
| 42 | JPMORGAN CHASE | $4M | 13,942 |
| 43 | ISHARES INTL | $4M | 95,864 |
| 44 | WISDOMTREE FLOATING | $4M | 80,626 |
| 45 | INVESCO AEROSPACE | $4M | 24,346 |
| 46 | COSTCO WHOLESALE | $4M | 3,983 |
| 47 | VANGUARD S&P | $4M | 6,610 |
| 48 | ISHARES 0-3 | $4M | 36,652 |
| 49 | ISHARES RUSSELL | $4M | 17,260 |
| 50 | ISHARES S&P | $4M | 23,283 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.