Golden State Equity Partners 13F Holdings

CIK 0001845003 · SOUTH COAST METRO, CA

As of Sep 30, 2025, Golden State Equity Partners reported 450 positions worth $498.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology204,164$38.1M7.64%
APPLE INCAAPLTechnology102,263$26.0M5.22%
MICROSOFT CORPMSFTTechnology42,360$21.9M4.40%
AMAZON.COM INCAMZNEquity58,019 2.7M2.55%
ALPHABET INCGOOGLEquity50,987 2.4M2.49%
BROADCOM INCAVGOTechnology35,429 1.7M2.34%
JPMORGAN CHASE & COJPMFinancial Services31,204$9.8M1.97%
ISHARES CORE US AGGREGATE BOND ETFAGG—94,442$9.5M1.90%
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDDGRW—87,546$7.8M1.56%
INVESCO QQQ TRUST SERIES 1QQQ—12,595$7.6M1.52%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services13,815$6.9M1.39%
VANGUARD 500 INDEX FUNDVOO—11,244$6.9M1.38%
TESLA INCTSLAConsumer Cyclical13,983$6.2M1.25%
META PLATFORMS INCMETACommunication Services8,044$5.9M1.18%
ISHARES CORE S&P 500 ETFIVV—8,414$5.6M1.13%
RTX CORPRTXEquity33,204$5.6M1.11%
NETFLIX INCNFLXCommunication Services4,453$5.3M1.07%
SALESFORCE INCCRMTechnology20,999$5.0M1.00%
HARBOR ETF TRUSTWINN—158,504$4.9M0.99%
WALMART INCWMTConsumer Defensive47,115$4.9M0.97%
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETFSDVY—118,731$4.5M0.91%
FIDELITY TOTAL BOND ETFFBND—96,193$4.4M0.89%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology14,902$4.2M0.84%
VISA INC-CLASS A SHARESVFinancial Services12,296$4.2M0.84%
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFDIVO—89,816$4.0M0.80%