Golden State Equity Partners
Annual return '25
+16.0%
SPY '25
+17.7%
Alpha
-1.7ptsvs SPY
Invested
$1.3B
Holdings
2,039
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORP
Q1 2026: Sold 3.6% (28.8k → 27.8k shares)
5.5%
02
$AAPL
APPLE INC
Q4 2025: New position (25.2k shares)
4.8%
03
$MSFT
MICROSOFT CORP
Q1 2026: Increased +5.6% (13.7k → 14.5k shares)
2.2%
04
$AMZN
AMAZON.COM INC
Q1 2026: Increased +2.4% (15.6k → 16.0k shares)
1.9%
05
$GOOGL
ALPHABET INC CLASS CLASS A
Q1 2026: Sold 23.4% (2.5k → 1.9k shares)
1.6%
06
$AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
Held since at least Q1 2024
1.5%
07
$AVGO
BROADCOM INC
Q1 2026: New position (2.5k shares)
1.3%
08
$IVV
ISHARES CORE S&P 500 ETF
Q1 2026: Increased +10.8% (9.6k → 10.7k shares)
1.1%
09
$VOO
VANGUARD S&P 500 ETF
Q1 2026: Sold 10.2% (5.3k → 4.8k shares)
1.1%
10
$JPM
JPMORGAN CHASE & CO
Q1 2026: Increased +12.4% (8.9k → 10.0k shares)
1.1%
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 12:39 UTC.