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Asset Manager ← All Institutions

Golden State Wealth Management, LLC

201 E. SANDPOINTE AVE #460, SANTA ANA, CA 92707 • 7143227410

Q4 2025 · Filed 2026-02-13
Market Value
$946M
+4.4%
Holdings
1,730
+65
New Purchases
106
Added To
507
Closed
94
Reduced
359
Top 10 Concentration
32.2%
Turnover
11.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CAM 0.68% 0.00% +0.68% $6M
RTX 0.59% 0.10% +0.49% $6M
GOOGL 2.14% 1.76% +0.38% $20M
CGCV 0.18% 0.00% +0.18% $2M
IXUS 0.16% 0.01% +0.15% $1M
TMSL 0.13% 0.00% +0.13% $1M
GOOG 0.40% 0.30% +0.10% $4M
ILDR 0.11% 0.01% +0.09% $997K
FPE 0.34% 0.27% +0.07% $3M
UCON 0.52% 0.46% +0.06% $5M
JEPQ 0.15% 0.09% +0.06% $1M
GEV 0.17% 0.12% +0.06% $2M
CIBR 0.10% 0.05% +0.06% $991K
GRID 0.08% 0.02% +0.06% $721K
JIRE 0.14% 0.09% +0.05% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSTR 0.39% 0.87% -0.48% $4M
SPY 5.67% 5.90% -0.23% $54M
MSFT 1.39% 1.58% -0.19% $13M
PTF 0.05% 0.22% -0.16% $506K
BX 0.83% 0.95% -0.13% $8M
WDC 0.02% 0.14% -0.12% $214K
FTLS 0.48% 0.58% -0.11% $5M
NVDA 2.42% 2.52% -0.10% $23M
SDVY 1.19% 1.28% -0.09% $11M
USFR 0.56% 0.66% -0.09% $5M
AGG 2.78% 2.87% -0.09% $26M
FTCS 1.05% 1.14% -0.09% $10M
META 0.63% 0.71% -0.08% $6M
MINT 0.08% 0.16% -0.07% $794K
TSLA 1.01% 1.08% -0.07% $10M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 74.3%
Technology 9.9%
Consumer Cyclical 3.9%
Communication Services 3.7%
Industrials 2.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $349M 36.9%
Large Cap 769 $306M 32.3%
Mid Cap 452 $191M 20.2%
Small Cap 298 $76M 8.0%
Micro Cap 132 $24M 2.5%

Portfolio Analytics

Avg Market Cap
$58.7B
Median Market Cap
$9.6B
Avg P/E
32.1
Median P/E
22.7
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
1,051
# ETFs / Funds
679

Top Holdings (1,730 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 7.23% 99,831 $68M $684.94 $3M +1,847 +1.9%
2 SPY 5.67% 78,690 $54M $681.92 $218K -1,531 -1.9%
3 AAPL 3.61% 125,607 $34M $271.86 $2M -2,445 -1.9%
4 AGG 2.78% 263,367 $26M $99.88 $295K +3,911 +1.5%
5 NVDA 2.42% 122,938 $23M $186.50 $95K +562 +0.5%
6 FVD 2.29% 469,031 $22M $46.08 $972K +22,635 +5.1%
7 QQQ 2.16% 33,327 $20M $614.32 $492K +45 +0.1%
8 AMZN 2.16% 88,416 $20M $230.82 $1M +652 +0.7%
9 GOOGL 2.14% 64,680 $20M $313.00 $4M -728 -1.1%
10 WINN 1.72% 523,243 $16M $31.10 $1M +34,818 +7.1%
11 QGRO 1.60% 132,252 $15M $114.52 $492K +4,166 +3.2%
12 USMC 1.51% 207,963 $14M $68.45 $711K +9,587 +4.8%
13 RDVY 1.45% 197,880 $14M $69.47 $741K +4,521 +2.3%
14 MSFT 1.39% 27,116 $13M $483.63 -$1M -430 -1.6%
15 SPAB 1.37% 504,992 $13M $25.75 -$36K +556 +0.1%
16 SDVY 1.19% 293,154 $11M $38.32 -$373K -12,117 -4.0%
17 DGRW 1.16% 123,047 $11M $89.43 $393K +3,766 +3.2%
18 BBUS 1.12% 86,204 $11M $123.31 $561K +2,759 +3.3%
19 FTCS 1.05% 107,690 $10M $92.51 -$360K -2,545 -2.3%
20 TSLA 1.01% 21,293 $10M $449.73 -$212K -717 -3.3%
21 SPLG 0.99% 116,592 $9M $80.22 $519K +3,830 +3.4%
22 BUFR 0.95% 262,705 $9M $34.26 $183K -1,115 -0.4%
23 SPYG 0.84% 74,167 $8M $106.70 $435K +2,605 +3.6%
24 BX 0.83% 50,708 $8M $154.14 -$805K +247 +0.5%
25 QUAL 0.77% 36,703 $7M $198.62 $172K +107 +0.3%
26 HUSV 0.74% 179,983 $7M $38.69 -$72K +3,366 +1.9%
27 CAM 0.68% 257,474 $6M $25.10 +257,474 NEW
28 AVGO 0.67% 18,304 $6M $346.11 $733K +1,322 +7.8%
29 META 0.63% 9,062 $6M $660.11 -$436K +323 +3.7%
30 JQUA 0.63% 94,018 $6M $63.18 $189K +2,602 +2.9%
31 VIG 0.63% 26,924 $6M $219.78 $129K +102 +0.4%
32 RTX 0.59% 30,467 $6M $183.40 $5M +24,786 +436.3%
33 VNLA 0.59% 113,697 $6M $49.14 $197K +4,348 +4.0%
34 USFR 0.56% 105,899 $5M $50.32 -$621K -12,465 -10.5%
35 GLD 0.54% 12,990 $5M $396.31 $372K -445 -3.3%
36 SPYV 0.54% 89,552 $5M $56.81 $470K +6,103 +7.3%
37 UCON 0.52% 195,273 $5M $25.17 $791K +31,530 +19.3%
38 SGOV 0.50% 47,260 $5M $100.38 $236K +2,495 +5.6%
39 FTLS 0.48% 63,839 $5M $70.99 -$761K -11,833 -15.6%
40 FICS 0.47% 110,525 $4M $40.11 $256K +1,006 +0.9%
41 SPMO 0.47% 36,927 $4M $119.32 -$287K -1,838 -4.7%
42 JPM 0.44% 12,928 $4M $322.23 $113K +82 +0.6%
43 VOO 0.44% 6,561 $4M $627.19 -$157K -415 -6.0%
44 PLTR 0.43% 22,841 $4M $177.75 $393K +2,741 +13.6%
45 ACWI 0.43% 28,468 $4M $141.49 $119K +190 +0.7%
46 IUSG 0.42% 23,783 $4M $167.94 $10K -431 -1.8%
47 IWD 0.42% 18,688 $4M $210.34 -$445K -2,805 -13.1%
48 IDV 0.41% 98,000 $4M $39.45 $514K +6,289 +6.9%
49 GOOG 0.40% 12,192 $4M $313.82 $1M +985 +8.8%
50 PPA 0.40% 24,339 $4M $156.63 -$25K -345 -1.4%
51 COWZ 0.39% 61,819 $4M $60.17 -$28K -3,396 -5.2%
52 MSTR 0.39% 24,060 $4M $151.95 -$4M -362 -1.5%
53 BRK-B 0.39% 7,246 $4M $502.65 $614K +1,222 +20.3%
54 IWY 0.37% 12,758 $4M $276.94 -$88K -476 -3.6%
55 SPSM 0.37% 74,745 $4M $46.86 $304K +5,701 +8.3%
56 SPMD 0.36% 58,936 $3M $57.91 -$31K -1,289 -2.1%
57 COST 0.35% 3,824 $3M $862.38 -$146K +104 +2.8%
58 BUFQ 0.34% 90,880 $3M $35.84 $44K -1,350 -1.5%
59 FPE 0.34% 177,962 $3M $18.22 $808K +44,495 +33.3%
60 IWO 0.34% 9,856 $3M $323.03 -$28K -179 -1.8%
61 IJH 0.33% 47,331 $3M $66.00 $203K +2,578 +5.8%
62 FPX 0.32% 18,438 $3M $163.59 -$105K -345 -1.8%
63 IJR 0.31% 24,774 $3M $120.18 -$4K -314 -1.2%
64 AVDE 0.31% 35,914 $3M $82.32 $192K +882 +2.5%
65 FBND 0.31% 63,384 $3M $46.04 -$11K +38 +0.1%
66 FTSM 0.30% 47,471 $3M $59.93 $400K +6,653 +16.3%
67 IQDG 0.29% 66,653 $3M $41.48 $168K +1,527 +2.3%
68 JPST 0.29% 54,537 $3M $50.59 $466K +9,327 +20.6%
69 USMV 0.29% 28,654 $3M $94.16 -$113K -888 -3.0%
70 V 0.28% 7,526 $3M $350.75 $47K -68 -0.9%
71 FMB 0.28% 51,343 $3M $51.14 $23K +20 +0.0%
72 SKYY 0.27% 19,623 $3M $130.08 $29K +846 +4.5%
73 WCMI 0.26% 146,952 $2M $17.01 $46K +1,489 +1.0%
74 CEG 0.26% 6,896 $2M $353.28 $379K +645 +10.3%
75 HD 0.26% 7,053 $2M $344.13 -$279K +374 +5.6%
76 LMBS 0.26% 48,533 $2M $49.99 $70K +1,218 +2.6%
77 FV 0.25% 37,939 $2M $62.92 -$50K -1,426 -3.6%
78 AGGY 0.25% 53,752 $2M $44.05 -$10K +39 +0.1%
79 FTEC 0.24% 10,310 $2M $224.67 $119K +419 +4.2%
80 IVW 0.24% 18,645 $2M $123.26 $308K +2,156 +13.1%
81 PYLD 0.24% 85,917 $2M $26.68 $58K +2,688 +3.2%
82 FSMD 0.24% 50,995 $2M $44.13 -$56K -1,416 -2.7%
83 WMT 0.23% 19,862 $2M $111.41 $261K +925 +4.9%
84 IGRO 0.23% 26,561 $2M $82.77 $306K +2,807 +11.8%
85 FTGS 0.23% 61,570 $2M $35.35 $126K +4,459 +7.8%
86 SPIB 0.23% 63,986 $2M $33.81 $105K +3,239 +5.3%
87 XLK 0.23% 14,898 $2M $143.98 -$16K +7,232 +94.3%
88 PSET 0.22% 27,850 $2M $76.30 -$14K -261 -0.9%
89 RWL 0.22% 18,416 $2M $114.50 -$305K -3,393 -15.6%
90 DYNF 0.22% 34,099 $2M $60.81 $348K +4,943 +16.9%
91 EFV 0.22% 28,512 $2M $71.41 $304K +2,979 +11.7%
92 DIA 0.21% 4,199 $2M $480.62 $83K +26 +0.6%
93 FCPI 0.21% 39,696 $2M $49.48 -$99K -1,472 -3.6%
94 XLF 0.21% 35,521 $2M $54.77 $1K -571 -1.6%
95 AMD 0.20% 9,010 $2M $214.16 $567K +589 +7.0%
96 MMIT 0.20% 79,208 $2M $24.33 $28K +1,045 +1.3%
97 FDVV 0.20% 33,605 $2M $56.69 -$78K -1,992 -5.6%
98 FDL 0.19% 41,328 $2M $44.34 $254K +4,969 +13.7%
99 CAT 0.19% 3,075 $2M $572.88 $266K -58 -1.9%
100 GAB 0.18% 280,194 $2M $6.17 -$16K -6,316 -2.2%

New Positions

SymbolValue% Port
CAM $6M 0.68%
CGCV $2M 0.18%
TMSL $1M 0.13%
ALLW $299K 0.03%
MKL $258K 0.03%
FESM $254K 0.03%
TOUS $238K 0.03%
FMDE $228K 0.02%
JGRO $200K 0.02%
AOA $155K 0.02%
JPLD $132K 0.01%
FTHI $131K 0.01%
GRAB $110K 0.01%
SIVR $103K 0.01%
FLNC $85K 0.01%

Sold Out Positions

SymbolValue% Port
21P.F —%
GDV —%
ARCO —%
ARES —%
UI —%
SLGN —%
BBVA —%
SSTK —%
SHG —%
IEX —%
MRP —%
RVT —%
VLTO —%
UNF —%
BCE —%
View SEC EDGAR Filings for Golden State Wealth Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms