13F Filings History of Golden State Wealth Management, LLC

Latest 13F report
Q3 2025 - Nov 3, 2025
Value $
$906M
Signature - Title
Stephanie West - Compliance Consultant
Location
Santa Ana, CA
Summary
This page shows a list of all the recent 13F filings made by Golden State Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Golden State Wealth Management, LLC reported 1661 stock holdings with total value $906M as of Q3 2025. Top holdings included IVV, SPY, AAPL, AGG, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 1,661 $906M +$57.9M -$31.7M +$26.2M IVV, SPY, AAPL, AGG, NVDA 13F-HR 11/3/2025, 03:13 PM
Q2 2025 1,568 $822M +$121M -$27M +$93.8M IVV, SPY, AAPL, AGG, FVD 13F-HR 8/6/2025, 11:37 AM
Q1 2025 1,588 $673M +$57.1M -$25.1M +$32M IVV, AAPL, AGG, FVD, QQQ Restatement 4/24/2025, 04:32 PM
Q4 2024 1,513 $667M $0 $0 IVV, AAPL, AGG, FVD, QQQ 13F-HR 1/28/2025, 10:34 AM
Q1 2023 0 13F-NT 5/11/2023, 12:29 PM
Q1 2022 306 $510M +$37.1M -$74.6M -$37.5M IVV, AGG, AAPL, FVD, SPY Restatement 5/19/2022, 02:29 PM
Q4 2021 361 $581M +$95.6M -$8.56M +$87M IVV, AGG, AAPL, FVD, QQQ 13F-HR 2/14/2022, 05:25 PM
Q3 2021 307 $460M +$26.3M -$14.4M +$12M AGG, IVV, FVD, AAPL, QQQ 13F-HR 11/15/2021, 04:13 PM
Q2 2021 294 $453M +$140M -$9.78M +$130M AGG, IVV, FVD, AAPL, QQQ 13F-HR 8/12/2021, 03:43 PM
Q1 2021 199 $303M +$13M -$64.3M -$51.4M AGG, IVV, AAPL, FVD, SPAB 13F-HR 5/14/2021, 02:03 PM
Q4 2020 237 $345M +$50M -$33.4M +$16.6M AGG, IVV, AAPL, FVD, AMZN 13F-HR 1/28/2021, 03:38 PM
Q3 2020 424 $299M +$138M -$165M -$27M AGG, IVV, AAPL, SPY, AMZN 13F-HR 11/12/2020, 02:17 PM
Q2 2020 189 $260M $0 $0 IJH, AAPL, SPY, AMZN, SPAB New Holdings 8/13/2020, 01:18 PM
Q2 2020 252 $305M +$178M -$124M +$54M IJH, AAPL, SPY, AMZN, SPAB 13F-HR 8/11/2020, 02:50 PM
Q1 2020 963 $227M +$198M -$447M -$249M AGG, IVV, AAPL, FVD, FTSM 13F-HR 4/17/2020, 02:04 PM
Q4 2019 54 $523M +$477M -$267M +$210M QQQ, SCHB, FTA, FVD, JPUS 13F-HR 2/13/2020, 10:59 AM
Q3 2019 1,049 $303M +$23M -$38.1M -$15M AGG, IVV, CFA, SPY, AAPL 13F-HR 10/23/2019, 10:15 AM
Q2 2019 1,041 $315M +$28.4M -$20.1M +$8.3M AGG, IVV, CFA, SPY, AAPL 13F-HR 8/9/2019, 03:36 PM
Q1 2019 1,104 $299M $0 $0 AGG, IVV, SPY, CFA, AAPL 13F-HR 5/14/2019, 05:05 PM