Golden State Wealth Management, LLC
Golden State Wealth Management, LLC reported 1,620 positions worth $1.10B as of June 30, 2026 (13F filed July 22, 2026). Largest holding: IVV (7.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $80.1M | 7.30% | 106,900 | — | — | |
| ▸ 2 | SPY | SH | $53.3M | 4.86% | 71,388 | — | — | |
| ▸ 3 | AAPL | SH | $34.8M | 3.17% | 120,182 | — | — | |
| ▸ 4 | DYNF | SH | $27.3M | 2.49% | 400,742 | — | — | |
| ▸ 5 | AGG | SH | $25.6M | 2.34% | 259,018 | — | — | |
| ▸ 6 | NVDA | SH | $23.6M | 2.15% | 117,884 | — | — | |
| ▸ 7 | QQQ | SH | $23.0M | 2.10% | 31,300 | — | — | |
| ▸ 8 | GOOGL | SH | $23.0M | 2.10% | 64,449 | — | — | |
| ▸ 9 | AMZN | SH | $21.9M | 1.99% | 91,680 | — | — | |
| ▸ 10 | FVD | SH | $17.4M | 1.59% | 361,076 | — | — |
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Frequently Asked Questions
What stocks does Golden State Wealth Management, LLC hold as of Q2 2026?
Golden State Wealth Management, LLC reported 1620 positions worth $1.10B in its Q2 2026 13F filing. Largest positions: IVV (7.3%), SPY (4.9%), AAPL (3.2%), DYNF (2.5%) and AGG (2.3%).
What did Golden State Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Golden State Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.