StockDriftsStockDriftsTop 50 Golden State Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.3% | 106.9K | $80.1M | +5.52%(+5.59K) | $592.02(+31.31%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.86% | 71.4K | $53.3M | -0.40%(-287) | $585.91(+32.02%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.17% | 120.2K | $34.8M | -1.76%(-2.15K) | $232.35(+31.98%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.49% | 400.7K | $27.3M | +119.75%(+218.38K) | $60.35(+16.03%) | 2026-06-30 | |
| AGG | ISHARES CORE | 2.34% | 259.0K | $25.6M | +1.73%(+4.41K) | $99.08(-1.67%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.15% | 117.9K | $23.6M | +0.26%(+305) | $132.15(+66.83%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.1% | 31.3K | $23.0M | -0.25%(-78) | $499.50(+44.31%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.1% | 64.4K | $23.0M | -2.13%(-1.40K) | $176.93(+98.64%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.99% | 91.7K | $21.9M | +4.55%(+3.99K) | $204.78(+34.27%) | 2026-06-30 | |
| FVD | FIRST TRUST | 1.59% | 361.1K | $17.4M | -25.26%(-122.06K) | $44.69(+13.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.48% | +34.84% | — | — | +107.15% |
| Top 20 Holdings Unweighted | +11.17% | +37.38% | — | — | +114.32% |
Golden State Wealth Management, LLC reports $1.10B in US-listed equity holdings across 1,620 positions in its most recent 13F filing. Its largest disclosed positions are IVV (7.3%), SPY (4.9%) and AAPL (3.2%). The top 20 holdings account for 41.04% of reported assets. Its disclosed equity book has returned +34.84% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Golden State Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1776033). View Golden State Wealth Management, LLC’s 13F filings on SEC