Golden State Wealth Management, LLC
All 13F Filings
- Location
- Santa Ana, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 946,840
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 1,737 | 946,840 | 13F-HR | Golden State Wealth Management, LLC |
| Q3 2025 | 11/3/2025 | 1,719 | 906,178 | 13F-HR | Golden State Wealth Management, LLC |
| Q2 2025 | 8/6/2025 | 1,620 | 821,793 | 13F-HR | Golden State Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 936.3 K | 98.9% | 41.11 K | 0 | 41.11 K |
| ETFs | 10.12 K | 1.1% | 0 | 419 | -419 |
| Debt | 394 | 0.0% | 10 | 0 | 10 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
946,840
Holdings
1737
QoQ value change ($000)
40,662
(4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.