Golden State Wealth Management, LLC
•CIK: 1776033•Filing: Q4 2025
Golden State Wealth Management, LLC oversees $947M in assets, with a diversified portfolio of 1680 positions. The firm's top holdings are dominated by index trackers, with $68.4M in IVV and $53.7M in SPY, accounting for 13.1% of the portfolio. Notable equity positions include $34.1M in AAPL and $22.9M in NVDA, while $26.3M in AGG provides a bond market allocation. The portfolio's tech weighting is significant, with AAPL, NVDA, AMZN, and GOOGL collectively representing 12.3% of assets.
Total AUM
$946.8M
QoQ Performance
+4.5%
Positions
1,340
Top 10 Concentration
36.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
SPY
IVV7.2%
SPY5.7%
AAPL3.6%
AGG2.8%
NVDA2.4%
FVD2.3%
NDQ2.2%
AMZN2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.9%
ETF15.2%
Technology13.2%
Consumer4.7%
Financial1.7%
Industrial1.2%
Healthcare0.4%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
+1459 more exited positions
Changes from Q3 2025
NEW3 new positions
↑124 increased
↓70 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024