Golden State Wealth Management, LLC - Portfolio Stock Holdings

Golden State Wealth Management, LLC disclosed 1731 stock positions in a recent SEC 13F filing. $905,468,104 of stock holdings were filed, with the largest holdings including IVV, SPY, and AAPL. This filing represented positions held on March 31, 2026, and was filed on April 28, 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.