Golden State Wealth Management, LLC
CIK 1776033
13F filing for Q2 2026・No. 2,433
- Holdings
- US$1.1B
- Quarter change
- +US$181.63M
- Entries
- 1,684
- Net bought (estimate)
- +US$66.81M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 117
- Sold out 106
- Cut 356
- Added 524
- Corporate actions 10
- Unchanged 623
Largest holdings
1,620 stocks worth US$1.1B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES COREMF Closed and MF Open | Added | 106,900 | US$80.06M | 7.30% |
| SPYSTATE STREETMF Closed and MF Open | Cut | 71,388 | US$53.31M | 4.86% |
| AAPLAppleCommon Stock | Cut | 120,182 | US$34.78M | 3.17% |
| ISHARES U SMF Closed and MF Open | Added | 400,742 | US$27.25M | 2.49% |
| ISHARES COREMF Closed and MF Open | Added | 259,018 | US$25.64M | 2.34% |
| NVDANvidiaCommon Stock | Added | 117,884 | US$23.59M | 2.15% |
| QQQInvesco QQQMF Closed and MF Open | Cut | 31,300 | US$23.05M | 2.10% |
| GOOGLAlphabetCommon Stock | Cut | 64,449 | US$23.03M | 2.10% |
| AMZNAmazonCommon Stock | Added | 91,680 | US$21.85M | 1.99% |
| FIRST TRUSTMF Closed and MF Open | Cut | 361,076 | US$17.4M | 1.59% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.