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
FCALFIRST TRUST
$344.8M
CRBNISHARES TR
$343.1M
MISLFIRST TRUST
$340.0M
SBUXSTARBUCKS CORP
$339.4M
WMBWILLIAMS COS
$320.0M
SDYSPDR SERIES
$318.0M
ACNACCENTURE PLC
$317.6M
SCHESCHWAB EMERGING
$314.9M
HYGISHARES IBOXX
$313.3M
COPCONOCOPHILLIPS
$313.2M
DGROISHARES TR
$311.7M
DYNFBLACKROCK ETF TRUST
$306.5M
VBKVANGUARD SMALL
$305.9M
EFVISHARES TR
$303.4M
ODFLOLD DOMINION
$302.4M
VAWVANGUARD MATERIALS
$302.0M
VEUVANGUARD FTSE
$301.9M
CMICUMMINS INC
$300.2M
NUMGNUSHARES ETF TR
$300.0M
MOALTRIA GROUP
$297.6M
CMFISHARES CALIFORNIA
$296.5M
SOXXISHARES SEMICONDUCTOR
$293.2M
ABTABBOTT LABORATORIES
$291.8M
VLUEISHARES MSCI
$291.7M
AIQGLOBAL X
$289.2M
XLVSELECT SECTOR SPDR TR
$289.0M
KOCOCA COLA COMPANY
$287.9M
ESGUISHARES ESG
$285.4M
ARMARM HOLDINGS
$284.7M
DGROISHARES CORE
$282.9M
QUALISHARES TR
$282.2M
XYLDGLOBAL X
$282.1M
CLFCLEVELAND CLIFFS
$281.3M
HEQTSIMPLIFY HEDGED
$280.4M
UNHUNITEDHEALTH GROUP
$280.1M
VOEVANGUARD MID
$279.4M
KKRKKR & CO
$279.4M
INTUINTUIT INC
$278.9M
CSGPCOSTAR GROUP INC
$278.2M
GALSSGA ACTIVE ETF TR
$277.5M
SCHGSCHWAB US
$275.4M
ANGLVANECK FALLEN
$274.8M
HDMVFIRST TR EXCH TRADED FD III
$273.2M
BUFDFIRST TRUST
$273.0M
DEDEERE & CO
$270.7M
VMCVULCAN MATERIALS
$266.8M
IVWISHARES TR
$265.6M
NULGNUVEEN ESG
$263.7M
VBRVANGUARD SMALL
$262.8M
BLKBLACKROCK FDG
$261.8M
BBUSJPMORGAN BETABUILDERS
$259.8M
VTEBVANGUARD MUNICIPAL
$255.5M
NKENIKE INC
$253.3M
KKRKKR & CO INC
$252.6M
SPEMSPDR EMERGING
$252.3M
NULGNUSHARES ETF TR
$252.2M
ARKKARK INNOVATION
$252.0M
JSMLJANUS DETROIT
$251.8M
ULTAULTA BEAUTY
$250.3M
FSMBFIRST TRUST
$249.9M
COFCAPITAL ONE
$247.9M
SCHASCHWAB US
$246.7M
NDQINVESCO QQQ TR
$244.4M
NOBLPROSHARES S&P
$244.0M
MBBISHARES MBS
$241.3M
XLREREAL ESTATE
$239.3M
VTVANGUARD TOTAL
$237.3M
AIRRFIRST TRUST
$234.7M
SCHXSCHWAB US
$234.2M
DRIDARDEN RESTAURANTS
$230.6M
EFGISHARES TR
$228.2M
SPYMSPDR SERIES TRUST
$227.9M
VVVANGUARD LARGE
$226.0M
VMBSVANGUARD MORTGAGE
$223.4M
CDLVICTORYSHARES US
$219.6M
MARMARRIOTT INTL
$218.0M
EPDENTERPRISE PRODUCTS
$217.9M
DBEFXTRACKERS MSCI
$217.1M
LRCXLAM RESEARCH
$216.2M
GSGOLDMAN SACHS
$216.0M
ESGUISHARES TR
$215.2M
IDEVISHARES CORE
$215.1M
FTLSFIRST TR EXCH TRADED FD III
$214.6M
COSTCOSTCO WHSL CORP NEW
$213.6M
LCTUBLACKROCK ETF TRUST
$209.4M
TAT&T INC
$209.1M
MDLZMONDELEZ INTERNATIONAL
$208.8M
AQLTISHARES SELECT
$208.0M
ENBENBRIDGE INC
$204.8M
PWRQUANTA SERVICES
$204.2M
EAGGISHARES TR
$202.6M
SPGMSPDR INDEX SHS FDS
$202.1M
PXHINVESCO EXCHANGE
$199.6M
HEEMISHARES INC
$199.2M
BKNGBOOKING HOLDINGS
$199.0M
TCBKTRICO BANCSHARES
$198.4M
TRVCCITIGROUP INC
$194.6M
WMWASTE MANAGEMENT
$194.4M
URAGLOBAL X
$192.9M
SHYISHARES 1-3YR
$187.6M
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