account_balance
Investment manager · 13F filer · SEC CIK 1776033
Golden State Wealth Management, LLC
Reported value$1.1Bas of Sep 30, 2026
Positions1,581 58 new, 97 sold out
Top 10 weight31.6%IVV alone is 8%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core
7.6%
SPYSPDR S&P 500 ETF Trust
5.0%
AAPLApple Inc.
3.5%Trimmed −4%
DYNFiShares U S
2.8%Added +12%
NVDANVIDIA Corp
2.4%Trimmed −2%
QQQInvesco QQQ
2.2%Added +4%
ACWXiShares MSCI
2.1%Added +57035%
AMZNAmazon.com Inc
2.1%
AGGiShares Core
2.0%Trimmed −9%
GOOGLAlphabet Inc.
2.0%Trimmed −2%
RDVYFirst Trust
1.7%Added +101%
USMCPrincipal US
1.5%
IVViShares Core
7.6%
SPYSPDR S&P 500 ETF Trust
5.0%
AAPLApple Inc.
3.5%
DYNFiShares U S
2.8%
NVDANVIDIA Corp
2.4%−2%
QQQInvesco QQQ
2.2%+4%
ACWXiShares MSCI
2.1%
AMZNAmazon.com Inc
2.1%
AGG2.0%
GOOGLRDVY1.7%
USMC1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Core 7.6% Held
SPY SPDR S&P 500 ETF Trust 5.0% HeldAAPL Apple Inc. 3.5% Trimmed −4%DYNF iShares U S 2.8% Added +12%
NVDA NVIDIA Corp 2.4% Trimmed −2%QQQ Invesco QQQ 2.2% Added +4%
ACWX iShares MSCI 2.1% Added +57035%
AMZN Amazon.com Inc 2.1% HeldAGG iShares Core 2.0% Trimmed −9%
GOOGL Alphabet Inc. 2.0% Trimmed −2%RDVY First Trust 1.7% Added +101%
USMC Principal US 1.5% Held
What changed
Biggest moves since Jun 30, 2026
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