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Home > Institutional Investor > Golden State Wealth Management, Llc > Profile

Instuitional Investor - Golden State Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Golden State Wealth Management, Llc
Portfolio Value $1,096,432,826
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 105,560 $79,053,189 7.21%
2.
Spdr S & P 500 Etf Trust
 SPY 71,117 $53,108,718 4.84%
3.
Apple Inc.
 AAPL 100,991 $29,222,860 2.67%
4.
Blackrock Etf Trust
 DYNF 392,665 $26,705,163 2.44%
5.
Ishares Trust
 IEF 259,018 $25,637,657 2.34%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.