Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Golden State Equity Partners (CIK 1845003) reported $1.32B across 2,013 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($72.1M, 5.45%), AAPL ($62.8M, 4.75%), MSFT ($29.0M, 2.19%), AMZN ($25.1M, 1.90%), GOOGL ($21.4M, 1.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $72.1M | 5.45% | 413,245 | Added |
| 2 | AAPL | APPLE INC | $62.8M | 4.75% | 247,516 | Added |
| 3 | MSFT | MICROSOFT CORP | $29.0M | 2.19% | 78,250 | Added |
| 4 | AMZN | AMAZON.COM INC | $25.1M | 1.90% | 120,366 | Added |
| 5 | GOOGL | ALPHABET INC CLASS CLASS A | $21.4M | 1.62% | 74,478 | Added |
| 6 | AGG | ISHARES TR | $19.2M | 1.45% | 193,277 | Added |
| 7 | AVGO | BROADCOM INC | $17.4M | 1.32% | 56,265 | Added |
| 8 | IVV | ISHARES CORE S&P 500 ETF | $15.1M | 1.14% | 23,105 | Added |
| 9 | VOO | VANGUARD S&P 500 ETF | $15.0M | 1.13% | 25,057 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $14.0M | 1.06% | 47,620 | Added |
| 11 | SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $13.7M | 1.04% | 447,956 | Added |
| 12 | IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $13.2M | 1.00% | 285,275 | Added |
| 13 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $13.0M | 0.98% | 27,084 | Added |
| 14 | QQQ | INVESCO QQQ TR | $12.2M | 0.92% | 21,164 | Added |
| 15 | USFR | WISDOMTREE FLOATING RATETREASURY FUND | $10.8M | 0.82% | 214,730 | Added |
| 16 | TSLA | TESLA INC | $10.6M | 0.80% | 28,413 | Added |
| 17 | XOM | EXXON MOBIL CORP | $10.2M | 0.77% | 60,187 | Added |
| 18 | GILD | GILEAD SCIENCES INC | $9.7M | 0.73% | 69,520 | New |
| 19 | COST | COSTCO WHSL CORP NEW | $9.3M | 0.70% | 9,314 | Added |
| 20 | META | META PLATFORMS INC CLASS CLASS A | $9.1M | 0.69% | 15,987 | Added |
| 21 | JNJ | JOHNSON & JOHNSON | $8.8M | 0.67% | 36,150 | Added |
| 22 | SGOV | ISHARES TR | $8.7M | 0.66% | 86,908 | Added |
| 23 | WMT | WALMART INC | $8.5M | 0.64% | 68,249 | Added |
| 24 | DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | $8.3M | 0.63% | 94,093 | Added |
| 25 | CVX | CHEVRON CORP NEW | $8.3M | 0.63% | 40,109 | Added |
Source: SEC Form 13F filings · as of 2026-03-31