Golden State Wealth Management, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1776033 SANTA ANA, CA

Position in PANW

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

Position Value

$2,954,256

+$1,582,398 QoQ

Shares Held

8,663

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#1,174

of 2,850 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $15,168,982 across 26 Software - Infrastructure names. PANW ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	21,778	$8,123,629
2	PANW	Palo Alto Networks Inc This page	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.	1,786	$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

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,954,256	8,663	+1.2%	Shares	Sole	2026-07-22
2026-03-31	$1,371,858	8,557	+8.2%	Shares	Sole	2026-04-28
2025-12-31	$1,456,101	7,905	+2.9%	Shares	Sole	2026-02-13
2025-09-30	$1,563,597	7,679	-1.6%	Shares	Sole	2025-11-03
2025-06-30	$1,597,624	7,807	+5.7%	Shares	Sole	2025-08-06
2025-03-31	$1,260,517	7,387	+7.2%	Shares	Sole	2025-04-24
2024-12-31	$1,254,068	6,892	+1176.3%	Shares	Sole	2025-01-28
2022-03-31	$336,155	540	-34.3%	Shares	Sole	2022-05-19
2021-12-31	$457,656	822	+86.8%	Shares	Sole	2022-02-14
2021-09-30	$210,759	440	-23.6%	Shares	Sole	2021-11-15
2020-12-31	$204,704	576	+32.1%	Shares	Sole	2021-01-28
2020-03-31	$71,486	436	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.