Golden State Wealth Management, LLC
CIK
1776033
City
SANTA ANA
State / Country
CA
Top Portfolio Positions
983 positions ·
$344,869,702 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
71,675 | $46,613,119 | 13.52% | |
| AAPL |
Apple Inc.
Technology
|
122,330 | $31,046,130 | 9.00% | |
| NVDA |
Nvidia Corp
Technology
|
117,579 | $20,505,776 | 5.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
65,851 | $18,936,113 | 5.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
87,692 | $18,263,612 | 5.30% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
31,378 | $18,110,754 | 5.25% | |
| SIVR |
abrdn Silver ETF Trust
|
121,426 | $8,695,315 | 2.52% | |
| MSFT |
Microsoft Corp
Technology
|
21,999 | $8,143,369 | 2.36% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
21,126 | $7,853,590 | 2.28% | |
| BX |
Blackstone Inc.
Financial Services
|
50,814 | $5,843,101 | 1.69% |
Portfolio Trend
15 quarters · across all stocks
Holdings in ETB
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,373 | 650 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,772 | 640 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,450 | 630 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $37,832 | 2,620 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $35,612 | 2,609 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $40,590 | 2,706 | Shares | Sole | 2025-01-28 | |
| 2020-09-30 | $36,268 | 2,659 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $36,484 | 2,993 | Shares | Sole | 2020-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||