Golden State Wealth Management, LLC - Portfolio Stock Holdings
Golden State Wealth Management, LLC disclosed 1713 stock positions in a recent SEC 13F filing. $1,095,193,607 of stock holdings were filed, with the largest holdings including IVV, SPY, and AAPL. This filing represented positions held on June 30, 2026, and was filed on July 22, 2026.We estimate the fund has a total AUM of $2,215,873,193 and has 45 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1713Est. Stock Holding Value:
$1,095,193,607Top Stock Holdings By Sector
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Portfolio Stock Holdings - Golden State Wealth Management, LLC
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