Position in DBX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$90
-$21 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DBX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Golden State Wealth Management, LLC holds $15,168,982 across 26 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
21,778 | $8,123,629 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,663 | $2,954,256 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
21,836 | $2,547,606 | |
| 4 | ORCL |
Oracle Corp
|
3,189 | $467,347 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,144 | $340,741 | |
| 6 | CRWV |
CoreWeave, Inc.
|
1,639 | $163,146 | |
| 7 | INFQ |
Infleqtion, Inc.
|
8,688 | $115,724 | |
| 8 | TWLO |
Twilio Inc
|
437 | $90,166 |
All Filings in DBX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90 | 4 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $111 | 4 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $120 | 4 | Shares | Sole | 2025-11-03 | |
| 2020-03-31 | $9,176 | 507 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||