Golden State Wealth Management, LLC: 13F holdings
CIK 17760332026Q2
| Positions | 1,620 |
|---|---|
| Reported value | $1.1bn |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES CORE | 106,900 | $80.1m | 7.3% |
| SPY STATE STREET | 71,388 | $53.3m | 4.9% |
| AAPL APPLE INC | 120,182 | $34.8m | 3.2% |
| DYNF BLACKROCK ETF TRUST | 400,742 | $27.3m | 2.5% |
| AGG ISHARES CORE | 259,018 | $25.6m | 2.3% |
| NVDA NVIDIA CORPORATION | 117,884 | $23.6m | 2.2% |
| QQQ INVESCO QQQ | 31,300 | $23.0m | 2.1% |
| GOOGL ALPHABET INC | 64,449 | $23.0m | 2.1% |
| AMZN AMAZON COM INC | 91,680 | $21.9m | 2.0% |
| FVD FIRST TRUST | 361,076 | $17.4m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1776033")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.