Golden State Wealth Management, LLC Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$821.8M

Holdings

1,569

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,569 positions)

StockValue
FCALFIRST TRUST
$345K
CRBNISHARES TR
$343K
MISLFIRST TRUST
$340K
SBUXSTARBUCKS CORP
$339K
WMBWILLIAMS COS
$320K
SDYSPDR SERIES
$318K
ACNACCENTURE PLC
$318K
SCHESCHWAB EMERGING
$315K
HYGISHARES IBOXX
$313K
COPCONOCOPHILLIPS
$313K
DGROISHARES TR
$312K
DYNFBLACKROCK ETF TRUST
$306K
VBKVANGUARD SMALL
$306K
EFVISHARES TR
$303K
ODFLOLD DOMINION
$302K
VAWVANGUARD MATERIALS
$302K
VEUVANGUARD FTSE
$302K
CMICUMMINS INC
$300K
NUMGNUSHARES ETF TR
$300K
MOALTRIA GROUP
$298K
CMFISHARES CALIFORNIA
$296K
SOXXISHARES SEMICONDUCTOR
$293K
ABTABBOTT LABORATORIES
$292K
VLUEISHARES MSCI
$292K
AIQGLOBAL X
$289K
XLVSELECT SECTOR SPDR TR
$289K
KOCOCA COLA COMPANY
$288K
ESGUISHARES ESG
$285K
ARMARM HOLDINGS
$285K
DGROISHARES CORE
$283K
QUALISHARES TR
$282K
XYLDGLOBAL X
$282K
CLFCLEVELAND CLIFFS
$281K
HEQTSIMPLIFY HEDGED
$280K
UNHUNITEDHEALTH GROUP
$280K
VOEVANGUARD MID
$279K
KKRKKR & CO
$279K
INTUINTUIT INC
$279K
CSGPCOSTAR GROUP INC
$278K
GALSSGA ACTIVE ETF TR
$278K
SCHGSCHWAB US
$275K
ANGLVANECK FALLEN
$275K
HDMVFIRST TR EXCH TRADED FD III
$273K
BUFDFIRST TRUST
$273K
DEDEERE & CO
$271K
VMCVULCAN MATERIALS
$267K
IVWISHARES TR
$266K
NULGNUVEEN ESG
$264K
VBRVANGUARD SMALL
$263K
BLKBLACKROCK FDG
$262K
BBUSJPMORGAN BETABUILDERS
$260K
VTEBVANGUARD MUNICIPAL
$255K
NKENIKE INC
$253K
KKRKKR & CO INC
$253K
SPEMSPDR EMERGING
$252K
NULGNUSHARES ETF TR
$252K
ARKKARK INNOVATION
$252K
JSMLJANUS DETROIT
$252K
ULTAULTA BEAUTY
$250K
FSMBFIRST TRUST
$250K
COFCAPITAL ONE
$248K
SCHASCHWAB US
$247K
NDQINVESCO QQQ TR
$244K
NOBLPROSHARES S&P
$244K
MBBISHARES MBS
$241K
XLREREAL ESTATE
$239K
VTVANGUARD TOTAL
$237K
AIRRFIRST TRUST
$235K
SCHXSCHWAB US
$234K
DRIDARDEN RESTAURANTS
$231K
EFGISHARES TR
$228K
SPYMSPDR SERIES TRUST
$228K
VVVANGUARD LARGE
$226K
VMBSVANGUARD MORTGAGE
$223K
CDLVICTORYSHARES US
$220K
MARMARRIOTT INTL
$218K
EPDENTERPRISE PRODUCTS
$218K
DBEFXTRACKERS MSCI
$217K
LRCXLAM RESEARCH
$216K
GSGOLDMAN SACHS
$216K
ESGUISHARES TR
$215K
IDEVISHARES CORE
$215K
FTLSFIRST TR EXCH TRADED FD III
$215K
COSTCOSTCO WHSL CORP NEW
$214K
LCTUBLACKROCK ETF TRUST
$209K
TAT&T INC
$209K
MDLZMONDELEZ INTERNATIONAL
$209K
AQLTISHARES SELECT
$208K
ENBENBRIDGE INC
$205K
PWRQUANTA SERVICES
$204K
EAGGISHARES TR
$203K
SPGMSPDR INDEX SHS FDS
$202K
PXHINVESCO EXCHANGE
$200K
HEEMISHARES INC
$199K
BKNGBOOKING HOLDINGS
$199K
TCBKTRICO BANCSHARES
$198K
TRVCCITIGROUP INC
$195K
WMWASTE MANAGEMENT
$194K
URAGLOBAL X
$193K
SHYISHARES 1-3YR
$188K
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