Golden State Wealth Management, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1776033
SANTA ANA, CA
Position in LPLA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$203,936
+$47,806 QoQ
Shares Held
724
+39.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#97
of 160 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Golden State Wealth Management, LLC holds $1,606,894 across 17 Capital Markets names. LPLA ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,852 | $596,182 | |
| 2 | GS |
Goldman Sachs Group Inc
|
311 | $314,536 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
724 | $203,936 | |
| 4 | SNEX |
StoneX Group Inc.
|
1,198 | $141,963 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
7,118 | $94,740 | |
| 6 | SCHW |
Schwab Charles Corp
|
936 | $86,364 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
677 | $67,889 | |
| 8 | IREN |
IREN Ltd
|
837 | $38,276 |
All Filings in LPLA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,936 | 724 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $156,130 | 519 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $185,371 | 519 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $166,345 | 500 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $187,485 | 500 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $163,570 | 500 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $163,255 | 500 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $24,711 | 454 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||