Golden State Wealth Management, LLC
CIK
1776033
City
SANTA ANA
State / Country
CA
Top Portfolio Positions
981 positions ·
$341,455,064 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
71,675 | $46,613,119 | 13.65% |
| AAPL |
Apple Inc.
Technology
|
122,330 | $31,046,130 | 9.09% |
| NVDA |
Nvidia Corp
Technology
|
117,579 | $20,505,776 | 6.01% |
| GOOGL |
Alphabet Inc.
Communication Services
|
65,851 | $18,936,113 | 5.55% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
87,692 | $18,263,612 | 5.35% |
| QQQ |
Invesco Qqq Trust, Series 1
|
31,378 | $18,110,754 | 5.30% |
| SIVR |
abrdn Silver ETF Trust
|
121,426 | $8,695,315 | 2.55% |
| MSFT |
Microsoft Corp
Technology
|
21,999 | $8,143,369 | 2.38% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
21,126 | $7,853,590 | 2.30% |
| BX |
Blackstone Inc.
Financial Services
|
50,814 | $5,843,101 | 1.71% |
Portfolio Trend
Holdings in DFP
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,959 | 4,283 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $87,484 | 4,208 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $89,394 | 4,131 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $83,433 | 4,064 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $80,879 | 3,996 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $78,384 | 3,931 | Shares | Sole | 2025-01-28 | |
| 2021-09-30 | $203,788 | 7,076 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $210,991 | 7,206 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $214,936 | 7,136 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $205,367 | 7,067 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $191,045 | 6,998 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $203,861 | 8,379 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $167,888 | 8,299 | Shares | Sole | 2020-04-17 | |
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