Golden State Wealth Management, LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1776033 SANTA ANA, CA

Position in BRK-B

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

Position Value

$3,457,694

+$46,270 QoQ

Shares Held

6,910

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#2,202

of 4,965 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $3,641,244 across 6 Insurance - Diversified names. BRK-B ranks #1 (95.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	6,910	$3,457,694
2	AIG	American International Group, Inc.	1,672	$124,614
3	ACGL	Arch Capital Group Ltd.	408	$39,600
4	HIG	Hartford Insurance Group, Inc.	110	$14,577
5	AEG	Aegon Ltd.	559	$4,717
6	BNT	Brookfield Wealth Solutions Ltd.	1	$42

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,457,694	6,910	-2.9%	Shares	Sole	2026-07-22
2026-03-31	$3,411,424	7,119	-1.8%	Shares	Sole	2026-04-28
2025-12-31	$3,642,201	7,246	+20.3%	Shares	Sole	2026-02-13
2025-09-30	$3,028,505	6,024	+3.1%	Shares	Sole	2025-11-03
2025-06-30	$2,837,868	5,842	+2.8%	Shares	Sole	2025-08-06
2025-03-31	$3,026,652	5,683	+1.7%	Shares	Sole	2025-04-24
2024-12-31	$2,532,928	5,588	+31.3%	Shares	Sole	2025-01-28
2022-03-31	$1,501,984	4,256	-21.9%	Shares	Sole	2022-05-19
2021-12-31	$1,628,354	5,446	+1.3%	Shares	Sole	2022-02-14
2021-09-30	$1,467,598	5,377	-11.7%	Shares	Sole	2021-11-15
2021-06-30	$1,692,810	6,091	-16.4%	Shares	Sole	2021-08-12
2021-03-31	$1,862,120	7,289	-24.9%	Shares	Sole	2021-05-14
2020-12-31	$2,249,370	9,701	-2.7%	Shares	Sole	2021-01-28
2020-09-30	$2,122,372	9,967	+57.9%	Shares	Sole	2020-11-12
2020-06-30	$1,127,112	6,314	+49.1%	Shares	Sole	2020-08-11
2020-03-31	$774,467	4,236	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.