13F Filings History of Golden State Wealth Management, LLC

Latest 13F report
Q3 2025 - 03 Nov 2025
Value $
$906,177,944
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 $906,177,944 as of Q3 2025. Top holdings included IVV, SPY, AAPL, AGG, and NVDA.

Notify me when Golden State Wealth Management, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 1,661 $906,177,944 +$57,941,822 -$31,735,332 +$26,206,490 IVV, SPY, AAPL, AGG, NVDA 13F-HR 03 Nov 2025, 15:13
Q2 2025 1,568 $821,792,812 +$120,830,637 -$27,025,914 +$93,804,723 IVV, SPY, AAPL, AGG, FVD 13F-HR 06 Aug 2025, 11:37
Q1 2025 1,588 $673,025,651 +$57,117,186 -$25,111,121 +$32,006,065 IVV, AAPL, AGG, FVD, QQQ Restatement 24 Apr 2025, 16:32
Q4 2024 1,513 $667,458,707 $0 $0 $0 IVV, AAPL, AGG, FVD, QQQ 13F-HR 28 Jan 2025, 10:34
Q1 2023 0 $0 13F-NT 11 May 2023, 12:29
Q1 2022 306 $510,085,000 +$37,062,701 -$74,557,725 -$37,495,024 IVV, AGG, AAPL, FVD, SPY Restatement 19 May 2022, 14:29
Q4 2021 361 $580,785,000 +$95,602,398 -$8,558,399 +$87,043,999 IVV, AGG, AAPL, FVD, QQQ 13F-HR 14 Feb 2022, 17:25
Q3 2021 307 $459,824,000 +$26,336,006 -$14,360,421 +$11,975,585 AGG, IVV, FVD, AAPL, QQQ 13F-HR 15 Nov 2021, 16:13
Q2 2021 294 $453,222,000 +$139,751,173 -$9,775,149 +$129,976,024 AGG, IVV, FVD, AAPL, QQQ 13F-HR 12 Aug 2021, 15:43
Q1 2021 199 $303,312,000 +$12,975,030 -$64,331,110 -$51,356,080 AGG, IVV, AAPL, FVD, SPAB 13F-HR 14 May 2021, 14:03
Q4 2020 237 $344,679,000 +$50,018,142 -$33,372,932 +$16,645,210 AGG, IVV, AAPL, FVD, AMZN 13F-HR 28 Jan 2021, 15:38
Q3 2020 424 $299,214,000 +$138,282,807 -$165,307,350 -$27,024,543 AGG, IVV, AAPL, SPY, AMZN 13F-HR 12 Nov 2020, 14:17
Q2 2020 189 $260,056,000 $0 $0 $0 IJH, AAPL, SPY, AMZN, SPAB New Holdings 13 Aug 2020, 13:18
Q2 2020 252 $305,155,000 +$178,061,995 -$124,058,723 +$54,003,272 IJH, AAPL, SPY, AMZN, SPAB 13F-HR 11 Aug 2020, 14:50
Q1 2020 963 $226,709,000 +$197,606,611 -$446,975,233 -$249,368,622 AGG, IVV, AAPL, FVD, FTSM 13F-HR 17 Apr 2020, 14:04
Q4 2019 54 $523,314,000 +$476,815,730 -$267,222,986 +$209,592,744 QQQ, SCHB, FTA, FVD, JPUS 13F-HR 13 Feb 2020, 10:59
Q3 2019 1,049 $302,999,000 +$23,025,630 -$38,060,003 -$15,034,373 AGG, IVV, CFA, SPY, AAPL 13F-HR 23 Oct 2019, 10:15
Q2 2019 1,041 $315,170,000 +$28,365,753 -$20,061,168 +$8,304,585 AGG, IVV, CFA, SPY, AAPL 13F-HR 09 Aug 2019, 15:36
Q1 2019 1,104 $299,319,000 $0 $0 $0 AGG, IVV, SPY, CFA, AAPL 13F-HR 14 May 2019, 17:05