Golden State Wealth Management, LLC
Follow13F filer, CIK 1776033, SANTA ANA, CA
Golden State Wealth Management, LLC reported $914,803,005 across 1,609 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-28. Its ten largest share positions make up 30.94% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001776033-26-000003
- Period
- 2026-03-31
- Reported value
- $915M
- Holdings
- 1,609
- Top 10 weight
- 30.94%
- New
- 63
- Sold out
- 135
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| DYNFadded | +148,265 | $8.63M |
| SIVRadded | +119,897 | $8.59M |
| QQQMadded | +12,283 | $2.92M |
| JGROadded | +34,530 | $2.92M |
| QGRWadded | +53,345 | $2.85M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SPYreduced | -7,015 | -$4.56M |
| DGRWreduced | -47,275 | -$4.15M |
| SPYMreduced | -42,644 | -$3.26M |
| SPYGreduced | -27,150 | -$2.66M |
| IQDGreduced | -64,608 | -$2.59M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,609 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| HYLSFIRST TR EXCHANGE-TRADED FD | 13,780 | $577K | shares |
| CLFCLEVELAND-CLIFFS INC NEW | 23,653 | $314K | shares |
| BKSYBLACKSKY TECHNOLOGY INC | 8,000 | $150K | shares |
| SMBVANECK ETF TRUST | 8,414 | $146K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 1,484 | $136K | shares |
| JPLDJ P MORGAN EXCHANGE TRADED F | 2,530 | $132K | shares |
| FIBKFIRST INTST BANCSYSTEM INC | 2,401 | $83.1K | shares |
| MGVVANGUARD WORLD FD | 553 | $78.1K | shares |
| QQEWFIRST TR EXCHANGE-TRADED FD | 429 | $61K | shares |
| FHLCFIDELITY COVINGTON TRUST | 687 | $51.1K | shares |
| IMTMISHARES TR | 932 | $44.7K | shares |
| VTRVENTAS INC | 544 | $42.1K | shares |
| AVUVAMERICAN CENTY ETF TR | 355 | $36.2K | shares |
| ESGDISHARES TR | 359 | $34.2K | shares |
| OGEOGE ENERGY CORP | 795 | $34K | shares |
| NFGNATIONAL FUEL GAS CO | 410 | $32.9K | shares |
| VPUVANGUARD WORLD FD | 170 | $31.5K | shares |
| PEJINVESCO EXCHANGE TRADED FD T | 500 | $30.7K | shares |
| TIPXSPDR SERIES TRUST | 1,570 | $30K | shares |
| NULVNUSHARES ETF TR | 660 | $29.8K | shares |
| ALNYALNYLAM PHARMACEUTICALS INC | 72 | $28.6K | shares |
| AOKISHARES TR | 657 | $26.4K | shares |
| UUPINVESCO DB US DLR INDEX TR | 975 | $26.4K | shares |
| CGDVCAPITAL GROUP DIVIDEND VALUE | 505 | $22.1K | shares |
| CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL | 46 | $20.5K | shares |
| AMHAMERICAN HOMES 4 RENT | 633 | $20.3K | shares |
| MLIMUELLER INDS INC | 163 | $18.7K | shares |
| MGKVANGUARD WORLD FD | 45 | $18.6K | shares |
| TNLTRAVEL PLUS LEISURE CO | 250 | $17.6K | shares |
| SCHOSCHWAB STRATEGIC TR | 683 | $16.7K | shares |
| RFICOHEN & STEERS TOTAL RETURN | 1,462 | $16.2K | shares |
| RYANRYAN SPECIALTY HOLDINGS INC | 273 | $14.1K | shares |
| CORTCORCEPT THERAPEUTICS INC | 386 | $13.4K | shares |
| PKSTPEAKSTONE REALTY TRUST | 865 | $12.4K | shares |
| HUBSHUBSPOT INC | 29 | $11.6K | shares |
| CPLSAB ACTIVE ETFS INC | 322 | $11.4K | shares |
| NWNNORTHWEST NAT HLDG CO | 241 | $11.3K | shares |
| POWLPOWELL INDS INC | 35 | $11.2K | shares |
| IBKRINTERACTIVE BROKERS GROUP IN | 172 | $11.1K | shares |
| KNSLKINSALE CAP GROUP INC | 28 | $11K | shares |
| KIMKIMCO REALTY CORP | 513 | $10.4K | shares |
| WDAYWORKDAY INC | 48 | $10.3K | shares |
| HTUSCAPITOL SER TR | 259 | $10.3K | shares |
| OGSONE GAS INC | 127 | $9.88K | shares |
| VGKVANGUARD INTL EQUITY INDEX F | 116 | $9.73K | shares |
| FYBRFRONTIER COMMUNICATIONS PARE | 223 | $8.49K | shares |
| SPTMSPDR SERIES TRUST | 96 | $8K | shares |
| LSTRLANDSTAR SYS INC | 50 | $7.21K | shares |
| DTMDT MIDSTREAM INC | 60 | $7.18K | shares |
| EQTYVALUED ADVISERS TR | 256 | $6.91K | shares |
| DOCSDOXIMITY INC | 125 | $5.54K | shares |
| DIVBISHARES TR | 92 | $4.89K | shares |
| CNRGSPDR SERIES TRUST | 54 | $4.83K | shares |
| STWDSTARWOOD PPTY TR INC | 267 | $4.81K | shares |
| CAAPCORPORACION AMER ARPTS S A | 179 | $4.65K | shares |
| AINALBANY INTL CORP | 91 | $4.61K | shares |
| LXRXLEXICON PHARMACEUTICALS INC | 3,700 | $4.25K | shares |
| WKWORKIVA INC | 44 | $3.79K | shares |
| AGXARGAN INC | 12 | $3.76K | shares |
| WHWYNDHAM HOTELS & RESORTS INC | 48 | $3.63K | shares |
| APTVAPTIV PLC | 46 | $3.5K | shares |
| FGDFIRST TR EXCHANGE-TRADED FD | 107 | $3.24K | shares |
| DVYEISHARES INC | 101 | $3.16K | shares |
| ATECALPHATEC HLDGS INC | 144 | $3.03K | shares |
| MNKDMANNKIND CORP | 500 | $2.83K | shares |
| APPFAPPFOLIO INC | 12 | $2.79K | shares |
| WSCWILLSCOT HLDGS CORP | 142 | $2.68K | shares |
| BLVVANGUARD BD INDEX FDS | 37 | $2.64K | shares |
| BROBROWN & BROWN INC | 32 | $2.56K | shares |
| FNDXSCHWAB STRATEGIC TR | 93 | $2.54K | shares |
| CVSACOVISTA INC | 24 | $2.48K | shares |
| BRBROADRIDGE FINL SOLUTIONS IN | 11 | $2.46K | shares |
| AZTAAZENTA INC | 73 | $2.43K | shares |
| TWSTTWIST BIOSCIENCE CORP | 76 | $2.41K | shares |
| SKYWSKYWEST INC | 23 | $2.31K | shares |
| FENIFIDELITY COVINGTON TRUST | 60 | $2.19K | shares |
| WRBYWARBY PARKER INC | 100 | $2.18K | shares |
| SFSTIFEL FINL CORP | 17 | $2.13K | shares |
| MMSIMERIT MED SYS INC | 23 | $2.03K | shares |
| JLLJONES LANG LASALLE INC | 6 | $2.02K | shares |
| VMIVALMONT INDS INC | 5 | $2.01K | shares |
| EEMVISHARES INC | 31 | $1.99K | shares |
| BLBDBLUE BIRD CORP | 42 | $1.97K | shares |
| EMNEASTMAN CHEM CO | 29 | $1.85K | shares |
| TREXTREX INC | 50 | $1.75K | shares |
| ARQTARCUTIS BIOTHERAPEUTICS INC | 59 | $1.71K | shares |
| HAPNHAPPEN INC | 88 | $1.67K | shares |
| FNDASCHWAB STRATEGIC TR | 48 | $1.52K | shares |
| SPTLSPDR SERIES TRUST | 57 | $1.51K | shares |
| PGXINVESCO EXCH TRADED FD TR II | 129 | $1.45K | shares |
| BFAMBRIGHT HORIZONS FAM SOL IN D | 14 | $1.42K | shares |
| PPCPILGRIMS PRIDE CORP | 36 | $1.4K | shares |
| PCTYPAYLOCITY HLDG CORP | 9 | $1.37K | shares |
| COTYCOTY INC | 413 | $1.27K | shares |
| EGPEASTGROUP PPTYS INC | 7 | $1.25K | shares |
| ALLYALLY FINL INC | 27 | $1.22K | shares |
| BRBRBELLRING BRANDS INC | 45 | $1.2K | shares |
| TRUETRUECAR INC | 530 | $1.2K | shares |
| GSHDGOOSEHEAD INS INC | 16 | $1.18K | shares |
| STEPSTEPSTONE GROUP INC | 18 | $1.16K | shares |
| EXASEXACT SCIENCES CORP | 11 | $1.12K | shares |
| UUNITY SOFTWARE INC | 25 | $1.1K | shares |
| OMCLOMNICELL COM | 24 | $1.09K | shares |
| FGF&G ANNUITIES & LIFE INC | 33 | $1.02K | shares |
| PATHUIPATH INC | 62 | $1.02K | shares |
| SGSWEETGREEN INC | 150 | $1.01K | shares |
| FUTYFIDELITY COVINGTON TRUST | 18 | $994 | shares |
| AVYAVERY DENNISON CORP | 5 | $909 | shares |
| ESTCELASTIC N V | 12 | $905 | shares |
| AMBAAMBARELLA INC | 12 | $850 | shares |
| MAINMAIN STR CAP CORP | 14 | $845 | shares |
| BOXBOX INC | 28 | $837 | shares |
| CNQCANADIAN NAT RES LTD MED TER | 24 | $812 | shares |
| LWLAMB WESTON HLDGS INC | 19 | $796 | shares |
| MIDDMIDDLEBY CORP | 5 | $743 | shares |
| FNDCSCHWAB STRATEGIC TR | 16 | $737 | shares |
| CUBECUBESMART | 19 | $685 | shares |
| CPTCAMDEN PPTY TR | 6 | $660 | shares |
| CAVACAVA GROUP INC | 11 | $646 | shares |
| UHTUNIVERSAL HEALTH RLTY INCOME | 16 | $627 | shares |
| GTGOODYEAR TIRE & RUBR CO | 69 | $604 | shares |
| ORIOLD REP INTL CORP | 13 | $593 | shares |
| LITMSNOW LAKE RES LTD COM NO PAR ( | 197 | $591 | shares |
| NNNNNN REIT INC | 13 | $515 | shares |
| MNDYMONDAY COM LTD | 3 | $443 | shares |
| BFSSAUL CTRS INC | 14 | $441 | shares |
| WASHWASHINGTON TR BANCORP INC | 14 | $414 | shares |
| PSNYPOLESTAR AUTOMOTIVE HLDG UK | 16 | $342 | shares |
| PDPAGERDUTY INC | 25 | $328 | shares |
| SCCOSOUTHERN COPPER CORP | 2 | $287 | shares |
| HAUZDBX ETF TR | 12 | $285 | shares |
| SRVRPACER FDS TR | 6 | $172 | shares |
| UWMCUWM HOLDINGS CORPORATION | 24 | $105 | shares |
| HCATHEALTH CATALYST INC | 15 | $36 | shares |
| BEPBROOKFIELD RENEWABLE ENERGY | 0 | $0 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001776033-26-000003 | base | 2026-04-28 | acceptance time not in the bulk data set |