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CIK: 0001776033
Total reported value
$1.1B
$1.1B
1667 檔
18.3%
During the Q3 2025 filing period, Golden State Wealth Management, LLC (CIK: 0001776033) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 1667 reported positions.
In Q3 2025, Golden State Wealth Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 38 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1667 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.24% | +0.07% | -0.51% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.90% | -0.24% | +2.23% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.60% | -0.22% | +0.08% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.87% | -0.42% | +1.10% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.52% | -0.09% | +8.25% | |
| 6 | FVD | First Trust Value Line Dvd | ETF-Other | 2.28% | -0.89% | -6.53% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.21% | +0.12% | -1.62% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | -0.01% | +3.74% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.75% | +0.03% | +0.02% | |
| 10 | WINN | Harbor Long-term Growers ETF | ETF-Other | 1.68% | -0.40% | -4.30% | |
| 11 | QGRO | American Century US Quality | ETF-Other | 1.62% | -0.47% | +809.25% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | -0.15% | +3.66% | |
| 13 | USMC | Principal US Mega-cap ETF | ETF-Other | 1.49% | -0.03% | +1.44% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.44% | -0.27% | +0.13% | |
| 15 | RDVY | First Trust Rising Dividend | ETF-Other | 1.44% | -0.54% | -13.87% | |
| 16 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.28% | -0.21% | +0.69% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.17% | -0.06% | -0.65% | |
| 18 | FTCS | First Trust Capital Strength | ETF-Other | 1.14% | -0.16% | -3.38% | |
| 19 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.11% | -0.37% | +3495.22% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.08% | -0.04% | -0.60% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.02% | -1.96% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.97% | -0.11% | +11.45% | |
| 23 | BX | Blackstone Inc | Stock-Financials | 0.95% | -0.11% | -7.89% | |
| 24 | MSTR | Strategy Inc | Stock-Tech | 0.87% | -0.16% | +19.73% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.83% | -0.14% | +7.78% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.79% | -0.12% | +0.75% | |
| 27 | HUSV | Ft Horizon Mngd Vol Dom ETF | ETF-Other | 0.78% | -0.09% | -2.66% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.09% | +1.73% | |
| 29 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.66% | -0.07% | -22.34% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | -0.07% | +0.07% | |
| 31 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.63% | +0.03% | -2.27% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.03% | +1.88% | |
| 33 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.59% | -0.08% | -1.94% | |
| 34 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.58% | -0.06% | +7.33% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.53% | -0.19% | -0.89% | |
| 36 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.52% | -0.05% | +21.76% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | -0.12% | +2.70% | |
| 38 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.50% | -0.10% | -3.02% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | -0.04% | -8.01% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | -0.01% | +60.81% | |
| 41 | FICS | Ft International Dev Cap Str | ETF-Other | 0.46% | -0.04% | -4.16% | |
| 42 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.46% | -0.18% | +20.12% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.05% | +1.52% | |
| 44 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.44% | +0.01% | -3.75% | |
| 45 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.43% | -0.07% | -0.48% | |
| 46 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.42% | -0.06% | +0.24% | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.41% | -0.06% | -15.24% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.40% | -0.12% | — | |
| 49 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.40% | -0.05% | +37.35% | |
| 50 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.38% | -0.02% | -3.34% |
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 1667 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, AAPL) accounted for 18.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
IWY
市值: $3.6M
Top Position Liquidated / Trimmed
GBTG
前期市值: $2.8M
During Q3 2025, Golden State Wealth Management, LLC's top holdings by market value included IVV (7.2%)、SPY (5.9%)、AAPL (3.6%). The largest single position, IVV, represented 7.2% of total portfolio value.
In Q3 2025, Golden State Wealth Management, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 38 positions, trimming 6 holdings, and fully liquidating 1 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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