Golden State Wealth Management, LLC - Portfolio overview

Golden State Wealth Management, LLC has 1806 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE, 8.23%
2. SPY - STATE STREET, 5.87%
3. AGG - ISHARES CORE, 3.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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