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 $1.10B across 1,620 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($80.1M, 7.30%), SPY ($53.3M, 4.86%), AAPL ($34.8M, 3.17%), DYNF ($27.3M, 2.49%), AGG ($25.6M, 2.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE | $80.1M | 7.30% | 106,900 | Added |
| 2 | SPY | STATE STREET | $53.3M | 4.86% | 71,388 | Trimmed |
| 3 | AAPL | APPLE INC | $34.8M | 3.17% | 120,182 | Trimmed |
| 4 | DYNF | ISHARES U S | $27.3M | 2.49% | 400,742 | Added |
| 5 | AGG | ISHARES CORE | $25.6M | 2.34% | 259,018 | Added |
| 6 | NVDA | NVIDIA CORP | $23.6M | 2.15% | 117,884 | Added |
| 7 | QQQ | INVESCO QQQ | $23.0M | 2.10% | 31,300 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $23.0M | 2.10% | 64,449 | Trimmed |
| 9 | AMZN | AMAZON COM | $21.9M | 1.99% | 91,680 | Added |
| 10 | FVD | FIRST TRUST | $17.4M | 1.59% | 361,076 | Trimmed |
| 11 | USMC | PRINCIPAL US | $15.8M | 1.44% | 213,613 | Added |
| 12 | IEMG | ISHARES CORE | $14.4M | 1.31% | 173,541 | Added |
| 13 | WINN | HARBOR LONG | $14.0M | 1.28% | 431,368 | Trimmed |
| 14 | QGRO | AMERICAN CENTURY | $11.9M | 1.09% | 101,086 | Trimmed |
| 15 | SDVY | FIRST TRUST | $11.7M | 1.07% | 270,892 | Trimmed |
| 16 | BAI | ISHARES A I | $11.5M | 1.05% | 217,958 | Added |
| 17 | SPAB | STATE STREET | $11.1M | 1.02% | 436,311 | Trimmed |
| 18 | FTCS | FIRST TRUST | $10.9M | 0.99% | 115,768 | Added |
| 19 | RDVY | FIRST TRUST | $9.4M | 0.86% | 116,217 | Trimmed |
| 20 | BUFR | FIRST TRUST | $9.2M | 0.84% | 252,708 | Trimmed |
| 21 | TSLA | TESLA INC | $9.0M | 0.82% | 21,436 | Added |
| 22 | MSFT | MICROSOFT CORP | $8.1M | 0.74% | 21,778 | Trimmed |
| 23 | BBUS | JPMORGAN BETABUILDERS | $7.9M | 0.72% | 58,425 | Trimmed |
| 24 | QUAL | ISHARES MSCI | $7.5M | 0.68% | 34,207 | Trimmed |
| 25 | DGRW | WISDOMTREE US | $7.4M | 0.67% | 77,099 | Added |
Source: SEC Form 13F filings · as of 2026-06-30