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CIK: 0001776033
Total reported value
$1.1B
$1.1B
1569 檔
16.7%
According to the latest 13F quarterly dataset, Golden State Wealth Management, LLC managed an equity portfolio of $1.1B at the end of Q2 2025, spanning 1569 distinct U.S. exchange-listed positions.
In Q2 2025, Golden State Wealth Management, LLC displayed an active expansion posture, initiating 9 new positions and adding to 37 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1569 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.44% | +0.07% | +13.53% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.90% | -0.24% | +260.54% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.19% | -0.22% | -0.41% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.10% | -0.42% | +3.98% | |
| 5 | FVD | First Trust Value Line Dvd | ETF-Other | 2.60% | -0.89% | +3.78% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.27% | +0.12% | +3.32% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | -0.01% | +15.65% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.17% | -0.09% | +20.34% | |
| 9 | WINN | Harbor Long-term Growers ETF | ETF-Other | 1.81% | -0.40% | -12.02% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-Other | 1.71% | -0.54% | +29.82% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | -0.15% | +20.68% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.57% | -0.27% | -1.57% | |
| 13 | USMC | Principal US Mega-cap ETF | ETF-Other | 1.49% | -0.03% | +2.07% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | +0.03% | +19.32% | |
| 15 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.30% | -0.21% | +2.89% | |
| 16 | FTCS | First Trust Capital Strength | ETF-Other | 1.26% | -0.16% | -3.15% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.22% | -0.06% | -4.89% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.02% | +4.45% | |
| 19 | MSTR | Strategy Inc | Stock-Tech | 1.00% | -0.16% | +29.39% | |
| 20 | BX | Blackstone Inc | Stock-Financials | 1.00% | -0.11% | -5.71% | |
| 21 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.93% | -0.07% | +27.65% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.92% | -0.11% | +7.49% | |
| 23 | HUSV | Ft Horizon Mngd Vol Dom ETF | ETF-Other | 0.88% | -0.09% | -1.45% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | -0.04% | +25.68% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.81% | -0.12% | +15.99% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.09% | +71.35% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.77% | -0.14% | -1.74% | |
| 28 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.68% | +0.03% | +0.91% | |
| 29 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.67% | -0.08% | -0.57% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | -0.07% | +7.93% | |
| 31 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.57% | -0.06% | -1.30% | |
| 32 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.57% | -0.10% | -8.86% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.03% | +5.15% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.55% | -0.04% | -9.08% | |
| 35 | FICS | Ft International Dev Cap Str | ETF-Other | 0.55% | -0.04% | +5.19% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | -0.12% | -1.07% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.52% | -0.06% | +17.12% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.50% | -0.19% | -0.93% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.09% | -5.29% | |
| 40 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.46% | +0.01% | -6.22% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.05% | -1.95% | |
| 42 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.44% | -0.07% | +6.65% | |
| 43 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.44% | -0.05% | +63572.00% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.43% | -0.01% | +57.17% | |
| 45 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.42% | -0.06% | +5.20% | |
| 46 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.41% | -0.18% | +12.10% | |
| 47 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.41% | -0.02% | -9.29% | |
| 48 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.40% | -0.03% | +0.08% | |
| 49 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.37% | -0.05% | +36.93% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.36% | +0.01% | -5.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +4.1% | +260.54% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | +20.34% | Add |
| 3 | SPMO | Invesco S&p 500 Momentum ETF | +0.4% | +63572.00% | Add |
| 4 | MSFT | Microsoft CORP | +0.4% | +20.68% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +71.35% | Add |
| 6 | IDV | Ishares International Select | +0.3% | +4521.85% | Add |
| 7 | MSTR | Strategy Inc | +0.3% | +29.39% | Add |
| 8 | IWY | Ishares Russell Top 200 Grow | +0.3% | NEW | New buy |
| 9 | FCPI | Fidelity Stocks For Infl ETF | +0.2% | NEW | New buy |
| 10 | FDVV | Fidelity High Dividend ETF | +0.2% | NEW | New buy |
| 11 | FSMD | Fidelity Small-mid Multifact | +0.2% | NEW | New buy |
| 12 | RDVY | First Trust Rising Dividend | +0.2% | +29.82% | Add |
| 13 | FEZ | State Street Spdr Euro Stoxx | +0.2% | NEW | New buy |
| 14 | MINT | Pimco Enhanced Short Maturit | +0.2% | +1709.31% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.2% | +13.53% | Add |
| 16 | AMZN | Amazon.com Inc | +0.2% | +15.65% | Add |
| 17 | TSLA | Tesla Inc | +0.2% | +25.68% | Add |
| 18 | SPLV | Invesco S&p 500 Low Volatili | +0.2% | +1113.83% | Add |
| 19 | AVGO | Broadcom Inc | +0.2% | +5.15% | Add |
| 20 | IOO | Ishares Global 100 ETF | +0.2% | NEW | New buy |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +19.32% | Add |
| 22 | QWLD | State Street Spdr Msci World | +0.1% | NEW | New buy |
| 23 | KORP | American Century Diversified | +0.1% | NEW | New buy |
| 24 | JPST | Jpmorgan Ultra-short Income | +0.1% | +57.17% | Add |
| 25 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +222.06% | Add |
| 26 | PLTR | Palantir Technologies Inc-a | +0.1% | +2.56% | Add |
| 27 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +56.68% | Add |
| 28 | CEG | Constellation Energy | +0.1% | +52.44% | Add |
| 29 | WDC | Western Digital CORP | +0.1% | +45150.00% | Add |
| 30 | FTCB | Ft Core Investment Grade ETF | +0.1% | NEW | New buy |
| 31 | WCMI | Ft Wcm International ETF | +0.1% | +40.50% | Add |
| 32 | QGRO | American Century US Quality | +0.1% | +61.68% | Add |
| 33 | IQDG | Wisdomtree Intl Qlty Dvd Grw | +0.1% | +33.43% | Add |
| 34 | RWL | Invesco S&p 500 Revenue ETF | +0.1% | +38.79% | Add |
| 35 | NFLX | Netflix Inc | +0.1% | +14.26% | Add |
| 36 | USFR | Wisdomtree Floating Rate Tre | 0% | +27.65% | Add |
| 37 | FBND | Fidelity Total Bond ETF | 0% | +36.93% | Add |
| 38 | QUAL | Ishares Msci USA Quality Fac | 0% | +15.99% | Add |
| 39 | PPA | Invesco Aerospace & Defense | 0% | +5.20% | Add |
| 40 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.32% | Add |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -1.74% | Trim |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.1% | +7.49% | Add |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | +4.45% | Add |
| 44 | USMC | Principal US Mega-cap ETF | -0.1% | +2.07% | Add |
| 45 | SDVY | First Trust Smid Cap Rising | -0.2% | +2.89% | Add |
| 46 | GAB | Gabelli Equity Trust | -0.2% | -34.47% | Trim |
| 47 | MDY | State Street Spdr S&p Midcap | -0.2% | -35.51% | Trim |
| 48 | FVD | First Trust Value Line Dvd | -0.5% | +3.78% | Add |
| 49 | AGG | Ishares Core U.s. Aggregate | -0.5% | +3.98% | Add |
| 50 | AAPL | Apple Inc | -1.1% | -0.41% | Trim |
According to official SEC Form 13F filings, Golden State Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.1B across 1569 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, AAPL) accounted for 16.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
IWY
市值: $2.4M
Top Position Liquidated / Trimmed
AAPL
前期市值: $28.5M
During Q2 2025, Golden State Wealth Management, LLC's top holdings by market value included IVV (7.4%)、SPY (5.9%)、AAPL (3.2%). The largest single position, IVV, represented 7.4% of total portfolio value.
In Q2 2025, Golden State Wealth Management, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 37 positions, trimming 4 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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