Golden State Wealth Management, LLC

Position in AON — Aon plc

CIK 1776033 SANTA ANA, CA

Position in AON

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$539,991

+$87,777 QoQ

Shares Held

1,628

+16.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#730

of 1,247 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $596,991 across 4 Insurance Brokers names. AON ranks #1 (90.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc This page	1,628	$539,991
2	MRSH	Marsh & Mclennan Companies, Inc.	301	$50,167
3	WTW	Willis Towers Watson PLC	20	$5,227
4	AJG	Arthur J. Gallagher & Co.	7	$1,606

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$539,991	1,628	+16.2%	Shares	Sole	2026-07-22
2026-03-31	$452,214	1,401	+26.8%	Shares	Sole	2026-04-28
2025-12-31	$389,932	1,105	+307.7%	Shares	Sole	2026-02-13
2025-09-30	$96,633	271	+1.1%	Shares	Sole	2025-11-03
2025-06-30	$95,611	268	0.0%	Shares	Sole	2025-08-06
2025-03-31	$106,956	268	0.0%	Shares	Sole	2025-04-24
2024-12-31	$96,254	268	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.