Golden State Equity Partners
All 13F Filings
- Location
- South Coast Metro, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 619,819
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 1/29/2026 | 492 | 619,819 | 13F-HR | Golden State Equity Partners |
| Q3 2025 | 10/21/2025 | 450 | 593,041 | 13F-HR | Golden State Equity Partners |
| Q2 2025 | 7/14/2025 | 434 | 540,104 | 13F-HR | Golden State Equity Partners |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 540.7 K | 87.2% | 21.52 K | 0 | 21.52 K |
| ETFs | 65.11 K | 10.5% | 4.011 K | 0 | 4.011 K |
| Debt | 8.578 K | 1.4% | 937 | 0 | 937 |
| Other | 5.405 K | 0.9% | 311 | 0 | 311 |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
619,819
Holdings
492
QoQ value change ($000)
26,778
(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.