Golden State Wealth Management, LLC
Annual return '25
+14.4%
SPY '25
+17.7%
Alpha
-3.4ptsvs SPY
Invested
$914.8M
Holdings
1,609
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES CORE
Q1 2026: Sold 11.1% (1.4k → 1.2k shares)
7.2%
02
$SPY
STATE STREET
Q1 2026: Sold 1.7% (67.7k → 66.5k shares)
5.1%
03
$AAPL
APPLE INC
Q1 2026: Sold 1.5% (132.2k → 130.1k shares)
3.4%
04
$AGG
ISHARES CORE
Q1 2026: Increased +2.6% (15.4k → 15.8k shares)
2.8%
05
$FVD
FIRST TRUST
Held since at least Q1 2024
2.5%
06
$NVDA
NVIDIA CORP
Q4 2025: New position (137.1k shares)
2.2%
07
$GOOGL
ALPHABET INC
Q1 2026: Increased +0.8% (37.5k → 37.8k shares)
2.1%
08
$AMZN
AMAZON COM
Q1 2026: Sold 4.4% (63.0k → 60.2k shares)
2.0%
09
$NDQ
INVESCO QQQ
Q1 2026: Increased +6.2% (5.8k → 6.2k shares)
2.0%
10
$WINN
HARBOR LONG
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 18:37 UTC.