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 Wealth Management, LLC (CIK 1776033) reported $914.8M across 1,591 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($66.2M, 7.23%), SPY ($46.6M, 5.10%), AAPL ($31.0M, 3.39%), AGG ($25.3M, 2.76%), FVD ($22.7M, 2.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $66.2M | 7.23% | 101,307 | Added |
| 2 | SPY | STATE STREET | $46.6M | 5.10% | 71,675 | Trimmed |
| 3 | AAPL | APPLE INC | $31.0M | 3.39% | 122,330 | Trimmed |
| 4 | AGG | ISHARES CORE | $25.3M | 2.76% | 254,606 | Trimmed |
| 5 | FVD | FIRST TRUST | $22.7M | 2.48% | 483,139 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $20.5M | 2.24% | 117,579 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $18.9M | 2.07% | 65,851 | Added |
| 8 | AMZN | AMAZON COM INC | $18.3M | 2.00% | 87,692 | Trimmed |
| 9 | QQQ | INVESCO QQQ | $18.1M | 1.98% | 31,378 | Trimmed |
| 10 | WINN | HARBOR LONG | $15.4M | 1.68% | 554,554 | Added |
| 11 | QGRO | AMERICAN CENTURY | $14.3M | 1.56% | 136,245 | Added |
| 12 | USMC | PRINCIPAL US | $13.5M | 1.47% | 209,703 | Added |
| 13 | RDVY | FIRST TRUST | $12.8M | 1.40% | 187,510 | Trimmed |
| 14 | SPAB | STATE STREET | $11.8M | 1.29% | 461,904 | Trimmed |
| 15 | SDVY | FIRST TR EXCHANGE TRADED FD | $11.7M | 1.28% | 297,058 | Added |
| 16 | DYNF | ISHARES U S | $10.6M | 1.16% | 182,364 | Added |
| 17 | FTCS | FIRST TRUST | $10.5M | 1.15% | 113,267 | Added |
| 18 | BBUS | JPMORGAN BETABUILDERS | $10.0M | 1.09% | 85,302 | Trimmed |
| 19 | BUFR | FIRST TR EXCHNG TRADED FD VI | $8.7M | 0.95% | 256,521 | Trimmed |
| 20 | SIVR | ABERDEEN PHYSICAL | $8.7M | 0.95% | 121,426 | Added |
| 21 | MSFT | MICROSOFT CORP | $8.1M | 0.89% | 21,999 | Trimmed |
| 22 | TSLA | TESLA INC | $7.9M | 0.86% | 21,126 | Trimmed |
| 23 | QUAL | ISHARES MSCI | $7.3M | 0.80% | 38,277 | Added |
| 24 | DGRW | WISDOMTREE US | $6.7M | 0.73% | 75,772 | Trimmed |
| 25 | VIG | VANGUARD DIVIDEND | $5.9M | 0.65% | 27,454 | Added |
Source: SEC Form 13F filings · as of 2026-03-31