Golden State Wealth Management, LLC

13F filer · CIK 0001776033

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$1.1BU.S. long equity reported on 13F

Positions1,02361 new · 83 closed

Net flow last quarter+$536KBuys minus sells

Top 10 positions weight21.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 20261,023 positions
SPYSPDR S&P 500 ETF Trust	$53.3M	4.86%	Not reported	-0.4%	Q2 2019
AAPLApple Inc.	$34.8M	3.17%	0.00%	-1.8%	Q2 2019
NVDANvidia Corp	$23.6M	2.15%	0.00%	+0.3%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$23M	2.10%	Not reported	-0.3%	Q2 2019
GOOGLAlphabet Inc.	$23M	2.10%	0.00%	-2.1%	Q2 2019
AMZNAmazon Com Inc	$21.9M	1.99%	0.00%	+4.6%	Q2 2019
FVDFirst Trust Value Line Dividend Fund	$17.4M	1.59%	Not reported	-25.3%	Q2 2019
WINNWinn Dixie Stores Inc	$14M	1.28%	Not reported	-22.2%	Q4 2024
SPABASTROTECH Corp	$11.1M	1.02%	Not reported	-5.5%	Q2 2019
TSLATesla, Inc.	$9.02M	0.82%	0.00%	+1.5%	Q2 2019
MSFTMicrosoft Corp	$8.12M	0.74%	0.00%	-1.0%	Q2 2019
SNDKSandisk Corp	$7.19M	0.66%	0.00%	+2.7%	Q2 2025
AVGOBroadcom Inc.	$7.1M	0.65%	0.00%	+1.8%	Q2 2019
THROTheron Resource Group	$6.98M	0.64%	2.05%	+260.5%	Q2 2025
SIVRabrdn Silver ETF Trust	$6.81M	0.62%	0.17%	-0.3%	Q4 2025
BXBlackstone Inc.	$5.76M	0.53%	0.01%	-3.6%	Q2 2019
AMDAdvanced Micro Devices Inc	$5.7M	0.52%	0.00%	+5.2%	Q2 2019
METAMeta Platforms, Inc.	$5.17M	0.47%	Not reported	+1.9%	Q2 2019
RTXRTX Corp	$4.98M	0.45%	0.00%	-13.3%	Q3 2020
MUMicron Technology Inc	$4.81M	0.44%	0.00%	+5.7%	Q2 2019
JPMJPMorgan Chase & Co	$4.42M	0.40%	0.00%	-3.1%	Q2 2019
GLDSPDR Gold Trust	$4.38M	0.40%	0.00%	-5.5%	Q2 2019
GOOGAlphabet Inc.	$4.18M	0.38%	Not reported	+4.6%	Q2 2019
COSTCostco Wholesale Corp	$3.74M	0.34%	0.00%	+0.3%	Q2 2019
BRK.BBerkshire Hathaway Inc	$3.46M	0.32%	Not reported	-2.9%	Q2 2019
SKYYSkye International, Inc	$3.15M	0.29%	Not reported	+1.1%	Q2 2019
CATCaterpillar Inc	$3.14M	0.29%	0.00%	+0.1%	Q2 2019
SHLDSears Holdings Corp	$3.13M	0.29%	0.05%	+792.8%	Q1 2026
SPMDSupermedia Inc.	$3.1M	0.28%	Not reported	-2.5%	Q2 2019
AMATApplied Materials Inc	$2.97M	0.27%	0.00%	+0.3%	Q2 2019
PANWPalo Alto Networks Inc	$2.95M	0.27%	0.00%	+1.2%	Q2 2019
GEVGE Vernova Inc.	$2.77M	0.25%	0.00%	-2.5%	Q4 2024
VVisa Inc.	$2.57M	0.23%	0.00%	-1.5%	Q2 2019
PLTRPalantir Technologies Inc.	$2.55M	0.23%	0.00%	-1.1%	Q4 2024
OUNZVanEck Merk Gold ETF	$2.41M	0.22%	0.10%	+20.2%	Q3 2020
IAUIshares Gold Trust	$2.3M	0.21%	0.00%	+224.7%	Q2 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$2.21M	0.20%	Not reported	-2.7%	Q2 2019
HDHome Depot, Inc.	$2.1M	0.19%	0.00%	-1.8%	Q2 2019
WMTWalmart Inc.	$2.06M	0.19%	0.00%	-10.1%	Q2 2019
VRTVertiv Holdings Co	$2.06M	0.19%	0.00%	+0.9%	Q4 2024
MSTRStrategy Inc	$2.01M	0.18%	Not reported	-8.3%	Q4 2024
BABoeing Co	$1.87M	0.17%	0.00%	+11.2%	Q2 2019
AIQAlliance HealthCare Services, Inc	$1.84M	0.17%	0.26%	+53.2%	Q4 2024
SLViShares Silver Trust	$1.76M	0.16%	0.01%	+16.5%	Q2 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.7M	0.15%	0.00%	-0.6%	Q1 2020
NTSXPoint.360	$1.65M	0.15%	0.22%	-5.0%	Q4 2024
AEPAmerican Electric Power Co Inc	$1.62M	0.15%	0.00%	+0.7%	Q2 2019
FCALFirst California Financial Group, Inc.	$1.59M	0.14%	0.11%	+75.1%	Q4 2024
DELLDell Technologies Inc.	$1.56M	0.14%	0.00%	-10.1%	Q2 2019
ARMArm Holdings PLC	$1.55M	0.14%	0.00%	-8.9%	Q4 2024

Q1 2026Reported Apr 28, 20261,043 positions
SPYSPDR S&P 500 ETF Trust	$46.6M	5.10%	Not reported	-8.9%	Q2 2019
AAPLApple Inc.	$31M	3.39%	0.00%	-2.6%	Q2 2019
FVDFirst Trust Value Line Dividend Fund	$22.7M	2.48%	Not reported	+3.0%	Q2 2019
NVDANvidia Corp	$20.5M	2.24%	0.00%	-4.4%	Q2 2019
GOOGLAlphabet Inc.	$18.9M	2.07%	0.00%	+1.8%	Q2 2019
AMZNAmazon Com Inc	$18.3M	2.00%	0.00%	-0.8%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$18.1M	1.98%	Not reported	-5.9%	Q2 2019
WINNWinn Dixie Stores Inc	$15.4M	1.68%	Not reported	+6.0%	Q4 2024
SPABASTROTECH Corp	$11.8M	1.29%	Not reported	-8.5%	Q2 2019
SIVRabrdn Silver ETF Trust	$8.7M	0.95%	0.17%	+7841.5%	Q4 2025
MSFTMicrosoft Corp	$8.14M	0.89%	0.00%	-18.9%	Q2 2019
TSLATesla, Inc.	$7.85M	0.86%	0.00%	-0.8%	Q2 2019
BXBlackstone Inc.	$5.84M	0.64%	0.01%	+0.2%	Q2 2019
RTXRTX Corp	$5.84M	0.64%	0.00%	-0.6%	Q3 2020
AVGOBroadcom Inc.	$5.72M	0.62%	0.00%	+0.9%	Q2 2019
CAMCameron International Corp	$5.49M	0.60%	0.11%	-14.7%	Q4 2025
GLDSPDR Gold Trust	$5.42M	0.59%	0.00%	-3.0%	Q2 2019
METAMeta Platforms, Inc.	$5.16M	0.56%	Not reported	-0.6%	Q2 2019
JPMJPMorgan Chase & Co	$4.1M	0.45%	0.00%	+7.8%	Q2 2019
COSTCostco Wholesale Corp	$3.97M	0.43%	0.00%	+4.2%	Q2 2019
BRK.BBerkshire Hathaway Inc	$3.41M	0.37%	Not reported	-1.8%	Q2 2019
GOOGAlphabet Inc.	$3.24M	0.35%	Not reported	-7.2%	Q2 2019
PLTRPalantir Technologies Inc.	$3.23M	0.35%	0.00%	-3.4%	Q4 2024
MSTRStrategy Inc	$3.15M	0.34%	Not reported	+4.9%	Q4 2024
SPMDSupermedia Inc.	$2.79M	0.31%	Not reported	-20.1%	Q2 2019
SKYYSkye International, Inc	$2.53M	0.28%	Not reported	+18.1%	Q2 2019
WMTWalmart Inc.	$2.51M	0.27%	0.00%	+1.6%	Q2 2019
OUNZVanEck Merk Gold ETF	$2.34M	0.26%	0.08%	+786.1%	Q3 2020
VVisa Inc.	$2.3M	0.25%	0.00%	+0.9%	Q2 2019
GEVGE Vernova Inc.	$2.11M	0.23%	0.00%	-3.2%	Q4 2024
CATCaterpillar Inc	$2.09M	0.23%	0.00%	-4.2%	Q2 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$2.01M	0.22%	Not reported	+3.6%	Q2 2019
HDHome Depot, Inc.	$2M	0.22%	0.00%	-13.9%	Q2 2019
SNDKSandisk Corp	$1.96M	0.21%	0.00%	-15.2%	Q2 2025
SLViShares Silver Trust	$1.93M	0.21%	0.00%	+176.9%	Q2 2019
CEGConstellation Energy Corp	$1.92M	0.21%	0.00%	-0.1%	Q4 2024
AMDAdvanced Micro Devices Inc	$1.9M	0.21%	0.00%	+3.5%	Q2 2019
CVXChevron Corp	$1.85M	0.20%	0.00%	+1.1%	Q2 2019
XOMExxonMobil Holdings Corp	$1.85M	0.20%	0.00%	+1.0%	Q2 2019
LMTLockheed Martin Corp	$1.71M	0.19%	0.00%	+1.3%	Q2 2019
THROTheron Resource Group	$1.63M	0.18%	0.57%	+419.7%	Q2 2025
GABGabelli Equity Trust Inc	$1.61M	0.18%	Not reported	+2.5%	Q2 2019
BABoeing Co	$1.55M	0.17%	0.00%	+4.4%	Q2 2019
AEPAmerican Electric Power Co Inc	$1.54M	0.17%	0.00%	+2.4%	Q2 2019
NTSXPoint.360	$1.53M	0.17%	0.23%	+7.0%	Q4 2024
VRTVertiv Holdings Co	$1.53M	0.17%	0.00%	+16.6%	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$1.48M	0.16%	Not reported	-0.5%	Q2 2019
AMATApplied Materials Inc	$1.4M	0.15%	0.00%	-4.6%	Q2 2019
PANWPalo Alto Networks Inc	$1.37M	0.15%	0.00%	+8.3%	Q2 2019
MUMicron Technology Inc	$1.33M	0.15%	0.00%	+17.1%	Q2 2019

Q4 2025Reported Feb 13, 20261,106 positions
SPYSPDR S&P 500 ETF Trust	$53.7M	5.67%	Not reported	-1.9%	Q2 2019
AAPLApple Inc.	$34.1M	3.61%	0.00%	-1.9%	Q2 2019
NVDANvidia Corp	$22.9M	2.42%	0.00%	+0.5%	Q2 2019
FVDFirst Trust Value Line Dividend Fund	$21.6M	2.28%	Not reported	+5.1%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$20.5M	2.16%	Not reported	+0.1%	Q2 2019
AMZNAmazon Com Inc	$20.4M	2.16%	0.00%	+0.7%	Q2 2019
GOOGLAlphabet Inc.	$20.2M	2.14%	0.00%	-1.1%	Q2 2019
WINNWinn Dixie Stores Inc	$16.3M	1.72%	Not reported	+7.1%	Q4 2024
MSFTMicrosoft Corp	$13.1M	1.39%	0.00%	-1.6%	Q2 2019
SPABASTROTECH Corp	$13M	1.37%	Not reported	+0.1%	Q2 2019
TSLATesla, Inc.	$9.58M	1.01%	0.00%	-3.3%	Q2 2019
BXBlackstone Inc.	$7.82M	0.83%	0.01%	+0.5%	Q2 2019
CAMCameron International Corp	$6.46M	0.68%	0.13%	New	Q4 2025
AVGOBroadcom Inc.	$6.34M	0.67%	0.00%	+7.8%	Q2 2019
METAMeta Platforms, Inc.	$5.98M	0.63%	Not reported	+3.7%	Q2 2019
RTXRTX Corp	$5.59M	0.59%	0.00%	+436.3%	Q3 2020
GLDSPDR Gold Trust	$5.15M	0.54%	0.00%	-3.3%	Q2 2019
JPMJPMorgan Chase & Co	$4.17M	0.44%	0.00%	+0.6%	Q2 2019
PLTRPalantir Technologies Inc.	$4.06M	0.43%	0.00%	+13.6%	Q4 2024
GOOGAlphabet Inc.	$3.83M	0.40%	Not reported	+8.8%	Q2 2019
MSTRStrategy Inc	$3.66M	0.39%	Not reported	-1.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.64M	0.38%	Not reported	+20.3%	Q2 2019
SPMDSupermedia Inc.	$3.41M	0.36%	Not reported	-2.1%	Q2 2019
COSTCostco Wholesale Corp	$3.3M	0.35%	0.00%	+2.8%	Q2 2019
VVisa Inc.	$2.64M	0.28%	0.00%	-0.9%	Q2 2019
SKYYSkye International, Inc	$2.55M	0.27%	Not reported	+4.5%	Q2 2019
CEGConstellation Energy Corp	$2.44M	0.26%	0.00%	+10.3%	Q4 2024
HDHome Depot, Inc.	$2.43M	0.26%	0.00%	+5.6%	Q2 2019
WMTWalmart Inc.	$2.21M	0.23%	0.00%	+4.9%	Q2 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$2.02M	0.21%	Not reported	+0.6%	Q2 2019
AMDAdvanced Micro Devices Inc	$1.93M	0.20%	0.00%	+7.0%	Q2 2019
CATCaterpillar Inc	$1.76M	0.19%	0.00%	-1.9%	Q2 2019
GABGabelli Equity Trust Inc	$1.73M	0.18%	Not reported	-2.2%	Q2 2019
GEVGE Vernova Inc.	$1.63M	0.17%	0.00%	+46.9%	Q4 2024
BABoeing Co	$1.62M	0.17%	0.00%	+31.4%	Q2 2019
AXPAmerican Express Co	$1.59M	0.17%	0.00%	+15.0%	Q2 2019
NTSXPoint.360	$1.51M	0.16%	0.22%	+3.2%	Q4 2024
PANWPalo Alto Networks Inc	$1.46M	0.15%	0.00%	+2.9%	Q2 2019
MDYSPDR S&P Midcap 400 ETF Trust	$1.45M	0.15%	Not reported	-23.8%	Q2 2019
LMTLockheed Martin Corp	$1.35M	0.14%	0.00%	+0.3%	Q2 2019
CVXChevron Corp	$1.35M	0.14%	0.00%	+0.5%	Q2 2019
AEPAmerican Electric Power Co Inc	$1.32M	0.14%	0.00%	+2.2%	Q2 2019
BACBank of America Corp	$1.31M	0.14%	0.00%	-4.9%	Q2 2019
XOMExxonMobil Holdings Corp	$1.3M	0.14%	0.00%	+1.6%	Q2 2019
NFLXNetflix Inc	$1.22M	0.13%	0.00%	+3.8%	Q2 2019
HTGCHercules Capital, Inc.	$1.2M	0.13%	0.03%	-1.4%	Q3 2021
AMATApplied Materials Inc	$1.1M	0.12%	0.00%	0.0%	Q2 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.06M	0.11%	0.00%	-17.0%	Q1 2020
MCKMckesson Corp	$1.04M	0.11%	0.00%	Not reported	Q2 2019
LLYELI LILLY & Co	$1.03M	0.11%	0.00%	+1.7%	Q4 2024

Q3 2025Reported Nov 3, 20251,094 positions
SPYSPDR S&P 500 ETF Trust	$53.4M	5.90%	Not reported	+2.2%	Q2 2019
AAPLApple Inc.	$32.6M	3.60%	0.00%	+0.1%	Q2 2019
NVDANvidia Corp	$22.8M	2.52%	0.00%	+8.3%	Q2 2019
FVDFirst Trust Value Line Dividend Fund	$20.6M	2.28%	Not reported	-6.5%	Q2 2019
QQQInvesco QQQ Trust, Series 1	$20M	2.21%	Not reported	-1.6%	Q2 2019
AMZNAmazon Com Inc	$19.3M	2.13%	0.00%	+3.7%	Q2 2019
GOOGLAlphabet Inc.	$15.9M	1.75%	0.00%	0.0%	Q2 2019
WINNWinn Dixie Stores Inc	$15.2M	1.68%	Not reported	-4.3%	Q4 2024
MSFTMicrosoft Corp	$14.3M	1.57%	0.00%	+3.7%	Q2 2019
SPABASTROTECH Corp	$13M	1.44%	Not reported	+0.1%	Q2 2019
TSLATesla, Inc.	$9.79M	1.08%	0.00%	-0.6%	Q2 2019
BXBlackstone Inc.	$8.62M	0.95%	0.01%	-7.9%	Q2 2019
MSTRStrategy Inc	$7.87M	0.87%	Not reported	+19.7%	Q4 2024
METAMeta Platforms, Inc.	$6.42M	0.71%	Not reported	+1.7%	Q2 2019
AVGOBroadcom Inc.	$5.6M	0.62%	0.00%	+1.9%	Q2 2019
GLDSPDR Gold Trust	$4.78M	0.53%	0.00%	-0.9%	Q2 2019
JPMJPMorgan Chase & Co	$4.05M	0.45%	0.00%	+1.5%	Q2 2019
PLTRPalantir Technologies Inc.	$3.67M	0.40%	0.00%	Not reported	Q4 2024
SPMDSupermedia Inc.	$3.44M	0.38%	Not reported	-3.3%	Q2 2019
COSTCostco Wholesale Corp	$3.44M	0.38%	0.00%	-4.2%	Q2 2019
BRK.BBerkshire Hathaway Inc	$3.03M	0.33%	Not reported	+3.1%	Q2 2019
GOOGAlphabet Inc.	$2.73M	0.30%	Not reported	+7.3%	Q2 2019
HDHome Depot, Inc.	$2.71M	0.30%	0.00%	-1.4%	Q2 2019
VVisa Inc.	$2.59M	0.29%	0.00%	+0.8%	Q2 2019
SKYYSkye International, Inc	$2.52M	0.28%	Not reported	-1.9%	Q2 2019
CEGConstellation Energy Corp	$2.06M	0.23%	0.00%	+41.0%	Q4 2024
WMTWalmart Inc.	$1.95M	0.22%	0.00%	+13.6%	Q2 2019
DIASPDR Dow Jones Industrial Average ETF Trust	$1.94M	0.21%	Not reported	-1.9%	Q2 2019
MDYSPDR S&P Midcap 400 ETF Trust	$1.89M	0.21%	Not reported	-22.4%	Q2 2019
GABGabelli Equity Trust Inc	$1.74M	0.19%	Not reported	-15.7%	Q2 2019
PANWPalo Alto Networks Inc	$1.56M	0.17%	0.00%	-1.6%	Q2 2019
NFLXNetflix Inc	$1.5M	0.17%	0.00%	-3.1%	Q2 2019
CATCaterpillar Inc	$1.5M	0.17%	0.00%	-5.3%	Q2 2019
NTSXPoint.360	$1.44M	0.16%	0.21%	+14.6%	Q4 2024
LMTLockheed Martin Corp	$1.39M	0.15%	0.00%	-2.0%	Q2 2019
CVXChevron Corp	$1.37M	0.15%	0.00%	+13.6%	Q2 2019
AMDAdvanced Micro Devices Inc	$1.36M	0.15%	0.00%	-6.7%	Q2 2019
WDCWestern Digital Corp	$1.3M	0.14%	0.00%	-0.2%	Q2 2019
BACBank of America Corp	$1.29M	0.14%	0.00%	Not reported	Q2 2019
AEPAmerican Electric Power Co Inc	$1.26M	0.14%	0.00%	+0.9%	Q2 2019
AXPAmerican Express Co	$1.24M	0.14%	0.00%	-0.9%	Q2 2019
BABoeing Co	$1.22M	0.14%	0.00%	+19.0%	Q2 2019
HTGCHercules Capital, Inc.	$1.22M	0.13%	0.04%	-14.5%	Q3 2021
XOMExxonMobil Holdings Corp	$1.2M	0.13%	0.00%	+14.2%	Q2 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.17M	0.13%	0.00%	+8.9%	Q1 2020
VZVerizon Communications Inc	$1.14M	0.13%	0.00%	-0.9%	Q2 2019
AFGAmerican Financial Group Inc	$1.09M	0.12%	0.01%	Not reported	Q1 2020
GEVGE Vernova Inc.	$1.04M	0.12%	0.00%	+33.8%	Q4 2024
MCKMckesson Corp	$980K	0.11%	0.00%	Not reported	Q2 2019
RTXRTX Corp	$951K	0.10%	0.00%	+10.4%	Q3 2020

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