• 13F History

Golden State Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$667M
Signature - Title
Stephanie West - Compliance Consultant
Location
Santa Ana, CA
Summary
This page shows a list of all the recent 13F filings made by Golden State Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Golden State Wealth Management, LLC reported 1513 stock holdings with total value $667M as of Q4 2024. Top holdings included IVV, AAPL, AGG, FVD, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,513 $667M $0 $0 IVV, AAPL, AGG, FVD, QQQ 13F-HR 1/28/2025, 10:34 AM
Q1 2023 13F-NT 5/11/2023, 12:29 PM
Q1 2022 306 $509M +$37M -$49.4M -$12.4M IVV, AGG, AAPL, FVD, SPY Restatement 5/19/2022, 02:29 PM
Q4 2021 361 $580M +$95.1M -$6.48M +$88.6M IVV, AGG, AAPL, FVD, QQQ 13F-HR 2/14/2022, 04:25 PM
Q3 2021 306 $460M +$26.3M -$14.4M +$12M AGG, IVV, FVD, AAPL, QQQ 13F-HR 11/15/2021, 04:13 PM
Q2 2021 294 $453M +$140M -$9.78M +$130M AGG, IVV, FVD, AAPL, QQQ 13F-HR 8/12/2021, 03:43 PM
Q1 2021 199 $303M +$13.3M -$63.7M -$50.4M AGG, IVV, AAPL, FVD, SPAB 13F-HR 5/14/2021, 02:03 PM
Q4 2020 237 $344M +$49.4M -$16.1M +$33.2M AGG, IVV, AAPL, FVD, AMZN 13F-HR 1/28/2021, 02:38 PM
Q3 2020 424 $299M +$138M -$137M +$1.58M AGG, IVV, AAPL, SPY, AMZN 13F-HR 11/12/2020, 01:17 PM
Q2 2020 189 $260M IJH, AAPL, SPY, AMZN, SPAB New Holdings 8/13/2020, 01:18 PM
Q2 2020 252 $305M +$178M -$57.7M +$121M IJH, AAPL, SPY, AMZN, SPAB 13F-HR 8/11/2020, 02:50 PM
Q1 2020 907 $227M +$197M -$219M -$21.5M AGG, IVV, AAPL, FVD, FTSM 13F-HR 4/17/2020, 02:04 PM
Q4 2019 54 $523M +$481M -$64.3M +$417M QQQ, SCHB, FTA, FVD, JPUS 13F-HR 2/13/2020, 09:59 AM
Q3 2019 1,022 $303M +$23.3M -$27.2M -$3.95M AGG, IVV, CFA, SPY, AAPL 13F-HR 10/23/2019, 10:15 AM
Q2 2019 996 $315M +$28.4M -$16.3M +$12.2M AGG, IVV, CFA, SPY, AAPL 13F-HR 8/9/2019, 03:36 PM
Q1 2019 1,065 $299M AGG, IVV, SPY, CFA, AAPL 13F-HR 5/14/2019, 05:05 PM