Golden State Wealth Management, LLC Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$821.8B

Holdings

1,569

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,569 positions)

StockValue
IVVISHARES CORE
$60.4M
SPYSPDR S&P
$48.5M
AAPLAPPLE INC
$26.3M
AGGISHARES CORE
$25.5M
FVDFIRST TRUST
$21.3M
NDQINVESCO QQQ
$18.4M
AMZNAMAZON COM
$18.0M
NVDANVIDIA CORP
$17.0M
RDVYFIRST TRUST
$14.1M
MSFTMICROSOFT CORP
$13.2M
SPABSPDR AGGREGATE
$12.9M
WINNHARBOR LONG
$12.4M
USMCPRINCIPAL US
$12.2M
GOOGLALPHABET INC
$11.5M
FTCSFIRST TRUST
$10.4M
SDVYFIRST TRUST
$8.6M
MIGAMICROSTRATEGY INC
$8.2M
BXBLACKSTONE INC
$8.2M
SPYMSPDR PORTFOLIO
$8.1M
BUFRFIRST TRUST
$7.5M
USFRWISDOMTREE FLOATING
$7.1M
TSLATESLA INC
$7.0M
DGRWWISDOMTREE US
$6.9M
QUALISHARES MSCI
$6.4M
METAMETA PLATFORMS
$6.3M
HUSVFIRST TRUST
$6.0M
JQUAJPMORGAN US
$5.6M
VNLAJANUS HENDERSON
$5.5M
VIGVANGUARD DIVIDEND
$5.5M
SPYGSPDR PORTFOLIO
$5.1M
SGOVISHARES 0-3
$4.6M
AVGOBROADCOM INC
$4.6M
IWDISHARES RUSSELL
$4.5M
FICSFIRST TRUST
$4.5M
FTLSFIRST TRUST
$4.5M
SPYVSPDR PORTFOLIO
$4.3M
COWZPACER US
$4.2M
GQ9SPDR GOLD
$4.1M
IUSGISHARES S&P
$3.8M
JPMJPMORGAN CHASE
$3.7M
ACWIISHARES MSCI
$3.7M
COSTCOSTCO WHOLESALE
$3.6M
KLMNINVESCO S&P
$3.6M
JPSTJPMORGAN
$3.5M
PPAINVESCO AEROSPACE
$3.5M
UCONFIRST TRUST
$3.4M
SPMDSPDR PORTFOLIO
$3.4M
BUFQFIRST TRUST
$3.3M
DGRWWISDOMTREE TR
$3.1M
IWOISHARES RUSSELL
$3.0M
IDV*ISHARES INTL
$2.9M
IJHISHARES CORE
$2.9M
BRK/BBERKSHIRE HATHAWAY
$2.8M
AVDEAVANTIS INTL
$2.8M
FPXFIRST TRUST
$2.8M
IJRISHARES CORE
$2.8M
USMVISHARES MSCI
$2.8M
PLTRPALANTIR TECHNOLOGIES
$2.7M
FTSMFIRST TRUST
$2.7M
VVISA INC
$2.7M
SPSMSPDR PORTFOLIO
$2.6M
FMBFIRST TRUST
$2.6M
WINNHARBOR ETF TRUST
$2.5M
HDHOME DEPOT
$2.5M
VOOVANGUARD S&P
$2.5M
GBTGGLOBAL BUSINESS
$2.4M
FAIFIRST TRUST
$2.4M
IWYISHARES RUSSELL
$2.4M
RWLINVESCO S&P
$2.4M
SKYYFIRST TRUST
$2.3M
MDYSPDR S&P
$2.3M
XFEBFIRST TRUST
$2.2M
PSETPRINCIPAL QUALITY
$2.2M
SDVYFIRST TR EXCHANGE-TRADED FD
$2.1M
XLKTECHNOLOGY SELECT
$2.0M
GABGABELLI EQUITY
$2.0M
SPIBSPDR PORTFOLIO
$1.9M
FCPIFIDELITY STOCKS
$1.9M
MMITNYLI MACKAY
$1.9M
FDVVFIDELITY HIGH
$1.9M
XLFFINANCIAL SELECT
$1.9M
DONSPDR DOW
$1.9M
FSMDFIDELITY SMALL
$1.9M
GOOGALPHABET INC
$1.9M
PTFINVESCO DORSEY
$1.8M
FTGSFIRST TRUST
$1.8M
MINTPIMCO EHNANCED
$1.8M
FBNDFIDELITY TOTAL
$1.7M
NFLXNETFLIX INC
$1.7M
IGROISHARES INTL
$1.7M
FEZSPDR EURO
$1.7M
SPLVINVESCO S&P
$1.7M
IWPISHARES RUSSELL
$1.7M
WMTWALMART INC
$1.6M
MMINNYLI MACKAY
$1.6M
PANWPALO ALTO
$1.6M
FEXFIRST TRUST
$1.6M
QGROAMERICAN CENTURY
$1.5M
JMUBJPMORGAN
$1.5M
FXHFIRST TRUST
$1.5M
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