13F Insight
DOSSIER · 13F-HR · Q2 2026

Golden State Wealth Management, LLC

$1.1B in tracked AUM across 1,684 positions as of Q2 2026.

GS
CIK 0001776033 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
1,684
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Golden State Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$80M107K7.3%02
SPY
STATE STREET
$53M71K4.9%03
AAPL
APPLE INC
$35M120K3.2%04
DYNF
ISHARES U S
$27M401K2.5%05
AGG
ISHARES CORE
$26M259K2.3%06
NVDA
NVIDIA CORPORATION
$24M118K2.2%07
QQQ
INVESCO QQQ TR
$23M31K2.1%08
GOOGL
ALPHABET INC
$23M64K2.1%09
AMZN
AMAZON COM INC
$22M92K2.0%10
FVD
FIRST TRUST
$17M361K1.6%

Filing history

2026Q2Jun 30
$1.1B▲ 19.9%
1,684 positionsView →2026Q1Mar 31
$915M▼ 3.4%
1,666 positionsView →2025Q4Dec 31
$947M▲ 4.5%
1,737 positionsView →2025Q3Sep 30
$906M▲ 10.3%
1,719 positionsView →2025Q2Jun 30
$822M▲ 10.0%
1,620 positionsLocked2025Q1Mar 31
$747M▲ 11.9%
21,512 positionsLocked2024Q4Dec 31
$667M▲ 30.9%
1,557 positionsLocked2022Q1Mar 31
$510M▼ 12.2%
306 positionsLocked2021Q4Dec 31
$581M▲ 26.3%
362 positionsLocked2021Q3Sep 30
$460M▲ 1.4%
313 positionsLocked2021Q2Jun 30
$454M▲ 49.5%
308 positionsLocked2021Q1Mar 31
$303M▼ 12.1%
199 positionsLocked
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