§ 13F · FUND PROFILE
Golden State Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $821.8T (13F)Positions · 1620Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE | 99K | $67.5T | 7.1% | — |
| 2 | SPY | SPDR S&P | 79K | $53.7T | 5.7% | −2% |
| 3 | AAPL | APPLE INC | 106K | $28.8T | 3.0% | +421% |
| 4 | AGG | ISHARES CORE | 263K | $26.3T | 2.8% | +2% |
| 5 | NVDA | NVIDIA CORP | 117K | $21.8T | 2.3% | ±0% |
| 6 | FVD | FIRST TRUST | 469K | $21.6T | 2.3% | +5% |
| 7 | QQQ | INVESCO QQQ | 33K | $20.5T | 2.2% | +1% |
| 8 | GOOGL | ALPHABET INC | 65K | $20.2T | 2.1% | −1% |
| 9 | AMZN | AMAZON COM | 86K | $19.8T | 2.1% | +1% |
| 10 | QGRO | AMERICAN CENTURY | 132K | $15.1T | 1.6% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GOLDEN SIGNAL
AC read
Golden State Wealth Management, LLC is a Other fund managing $821792.8 trillion in assets. The fund runs a massive portfolio of 1,620 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed