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Stephanie West

Golden State Wealth Management, Llc

Assets Managed
$1.096B
Holdings
1620
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
19.86%(2Q avg: 8.24%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Golden State Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1620 positions.

Assets under management

The assets under management (AUM) of Golden State Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.096B in assets, with a quarterly growth rate of 19.86% and a 2-quarter average growth rate of 8.24%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 5.53%
7.31%
$80.057M
106,900 shares@ $748.9 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.4%
4.87%
$53.311M
71,388 shares@ $746.79 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.75%
3.18%
$34.776M
120,182 shares@ $289.37 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 119.75%
2.49%
$27.254M
400,742 shares@ $68.02 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 1.74%
2.34%
$25.638M
259,018 shares@ $98.99 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.26%
2.16%
$23.588M
117,884 shares@ $200.1 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.24%
2.11%
$23.05M
31,300 shares@ $736.42 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.12%
2.11%
$23.032M
64,449 shares@ $357.37 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.55%
2%
$21.851M
91,680 shares@ $238.35 avg price
FVD
First Trust Value Line Dvd
Recent Activity
Decreased -25.26%
1.59%
$17.397M
361,076 shares@ $48.19 avg price

1-10 of 1620