§ 13F · FUND PROFILE
Golden State Wealth Management, LLC.
AUM · $1.1B (13F)Positions · 1684Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE | 106K | $79M | 7.2% | +6% |
| 2 | SPY | STATE STREET | 71K | $53M | 4.8% | ±0% |
| 3 | AAPL | APPLE INC | 101K | $29M | 2.7% | −2% |
| 4 | DYNF | ISHARES U S | 393K | $27M | 2.4% | +120% |
| 5 | AGG | ISHARES CORE | 259K | $26M | 2.3% | +2% |
| 6 | GOOGL | ALPHABET INC | 64K | $23M | 2.1% | −2% |
| 7 | QQQ | INVESCO QQQ | 31K | $23M | 2.1% | ±0% |
| 8 | NVDA | NVIDIA CORP | 112K | $22M | 2.0% | ±0% |
| 9 | AMZN | AMAZON COM | 89K | $21M | 1.9% | +5% |
| 10 | FVD | FIRST TRUST | 361K | $17M | 1.6% | −25% |
§ 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 $1.1 billion in assets. The fund runs a massive portfolio of 1,684 positions.
Read the full dossier →