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Stephanie West

Golden State Wealth Management, Llc

Assets Managed
$914.803M
Holdings
1609
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
-3.38%(2Q avg: 0.56%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Golden State Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1609 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 914.803M in assets, with a quarterly growth rate of -3.38% and a 2-quarter average growth rate of 0.56%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.48%
7.24%
$66.175M
101,307 shares@ $653.22 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -8.91%
5.1%
$46.613M
71,675 shares@ $650.35 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.6%
3.4%
$31.046M
122,330 shares@ $253.8 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -3.32%
2.77%
$25.275M
254,606 shares@ $99.28 avg price
FVD
First Trust Value Line Dvd
Recent Activity
Increased 3.01%
2.49%
$22.722M
483,139 shares@ $47.04 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -4.35%
2.25%
$20.506M
117,579 shares@ $174.4 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.82%
2.07%
$18.936M
65,851 shares@ $287.57 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.81%
2%
$18.264M
87,692 shares@ $208.28 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -5.84%
1.98%
$18.111M
31,378 shares@ $577.2 avg price
WINN
Harbor Long-term Growers Etf
Recent Activity
Increased 5.99%
1.69%
$15.377M
554,554 shares@ $27.73 avg price

1-10 of 1609