Golden State Equity Partners Top Holdings and 13F Report (2026) About Golden State Equity PartnersInvestment ActivityGolden State Equity Partners has $37.14 million in total holdings as of June 30, 2026.Golden State Equity Partners owns shares of 355 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 0.85% of the portfolio was purchased this quarter.About 1,958.93% of the portfolio was sold this quarter.This quarter, Golden State Equity Partners has purchased 2,078 new stocks and bought additional shares in 5 stocks.Golden State Equity Partners sold shares of 294 stocks and completely divested from 1,732 stocks this quarter.Largest Holdings Invesco QQQ $3,836,767iShares Core S&P 500 ETF $3,736,401iShares 20+ Year Treasury Bond BuyWrite Strategy ETF $1,883,708iShares 0-3 Month Treasury Bond ETF $1,668,747Janus Henderson AAA CLO ETF $1,240,783 Largest New Holdings this Quarter 337959308 - ARIMATHEA CATHOLIC BOND $86,853 HoldingM6859E153 - MATRIX IT LTD ORDF $38,906 Holding09290C855 - ISHARES LARGE CAP CORE $29,768 Holding84615Q103 - SPACE EX TECH SPACEX $28,701 Holding26922A594 - AAM S&P 500 High Dividend Value ETF $14,683 Holding Largest Purchases this Quarter ARIMATHEA CATHOLIC BOND 3,461 shares (about $86.85K)UWM 29,264 shares (about $67.01K)MATRIX IT LTD ORDF 1,532 shares (about $38.91K)ISHARES LARGE CAP CORE 591 shares (about $29.77K)SPACE EX TECH SPACEX 168 shares (about $28.70K) Largest Sales this Quarter NVIDIA 196,021 shares (about $39.23M)Apple 107,920 shares (about $31.24M)Amazon.com 47,278 shares (about $11.27M)Microsoft 28,637 shares (about $10.68M)iShares Core U.S. Aggregate Bond ETF 87,769 shares (about $8.69M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGolden State Equity Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$3,836,767$3,883,998 â–¼-50.3%5,19910.3%ETFIVViShares Core S&P 500 ETF$3,736,401$4,553,269 â–¼-54.9%4,97210.1%ETFTLTWiShares 20+ Year Treasury Bond BuyWrite Strategy ETF$1,883,708$854,616 â–¼-31.2%84,3205.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,668,747$1,992,683 â–¼-54.4%16,5624.5%ETFJAAAJanus Henderson AAA CLO ETF$1,240,783$721,606 â–¼-36.8%24,5733.3%ETFIWPiShares Russell Mid-Cap Growth ETF$1,165,413$657,991 â–¼-36.1%7,9493.1%ETFVGSHVanguard Short-Term Treasury ETF$1,126,921$1,357,082 â–¼-54.6%19,3453.0%ETFVBKVanguard Small-Cap Growth ETF$1,081,554$619,812 â–¼-36.4%2,9492.9%ETFVEUVanguard FTSE All-World ex-US ETF$1,026,591$501,177 â–¼-32.8%12,2412.8%ETFBKLNInvesco Senior Loan ETF$962,897$359,553 â–¼-27.2%47,2622.6%ETFIAUiShares Gold Trust$932,900$514,360 â–¼-35.5%12,3552.5%ETFFLOTiShares Floating Rate Bond ETF$872,091$830,432 â–¼-48.8%17,0822.3%ETFBIVVanguard Intermediate-Term Bond ETF$843,946$201,097 â–¼-19.2%10,9872.3%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$822,516$718,961 â–¼-46.6%22,2162.2%ETFSRLNSPDR Blackstone Senior Loan ETF$759,601$660,113 â–¼-46.5%18,8512.0%ETFSCHDSchwab US Dividend Equity ETF$712,733$1,583,633 â–¼-69.0%22,4771.9%ETFVCLTVanguard Long-Term Corporate Bond ETF$693,681$282,225 â–¼-28.9%9,1951.9%ETFAVGOBroadcom$539,801$6,935,820 â–¼-92.8%1,4291.5%TechnologyRSPInvesco S&P 500 Equal Weight ETF$521,062$1,381,059 â–¼-72.6%2,4491.4%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$487,618$158,097 â–¼-24.5%9,5861.3%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$485,120$387,845 â–¼-44.4%5,0271.3%ETFMOAltria Group$329,094$1,837,358 â–¼-84.8%4,5740.9%Consumer StaplesMSFTMicrosoft$297,293$10,682,032 â–¼-97.3%7970.8%TechnologyNVDANVIDIA$242,753$39,228,925 â–¼-99.4%1,2130.7%TechnologyJPMJPMorgan Chase & Co.$237,962$4,374,311 â–¼-94.8%7270.6%FinanceVGKVanguard FTSE Europe ETF$233,3780.0%2,6360.6%ETFABBVAbbVie$195,769$4,172,295 â–¼-95.5%7780.5%HealthcareAAPLApple$186,106$31,235,707 â–¼-99.4%6430.5%TechnologyIJHiShares Core S&P Mid-Cap ETF$175,336$227,536 â–¼-56.5%2,2740.5%ETFDTEDTE Energy$169,818$7,470 â–¼-4.2%1,1140.5%UtilitiesCRWDCrowdStrike$163,311$792,898 â–¼-82.9%2140.4%TechnologyQUALiShares MSCI USA Quality Factor ETF$159,297$265,714 â–¼-62.5%7260.4%ETFUWMCUWM$150,395$67,014 â–²80.4%65,6750.4%FinanceSMHVanEck Semiconductor ETF$144,939$2,290,823 â–¼-94.0%2210.4%ETFMBBiShares MBS ETF$140,456$319,760 â–¼-69.5%1,4860.4%ETFGOOGLAlphabet$138,521$7,081,394 â–¼-98.1%3870.4%Communication ServicesJEPIJPMorgan Equity Premium Income ETF$135,940$135,149 â–¼-49.9%2,4070.4%ETFMPCMarathon Petroleum$133,453$162,087 â–¼-54.8%5220.4%EnergyEEMiShares MSCI Emerging Markets ETF$131,679$225,872 â–¼-63.2%1,9250.4%ETFIBMInternational Business Machines$129,911$3,622,324 â–¼-96.5%4620.3%TechnologyCAHCardinal Health$125,663$453,955 â–¼-78.3%5290.3%HealthcareVZVerizon Communications$122,568$1,370,475 â–¼-91.8%2,8950.3%Communication ServicesJEPQJPMorgan Nasdaq Equity Premium Income ETF$120,768$22,679 â–¼-15.8%1,9650.3%ETFFMFFirst Trust Managed Futures Strategy Fund$119,7360.0%2,3890.3%ETFIXCiShares Global Energy ETF$117,606$786 â–²0.7%2,3940.3%ETFVNQVanguard Real Estate ETF$114,356$575,251 â–¼-83.4%1,1860.3%ETFFAARFirst Trust Alternative Absolute Return Strategy ETF$112,4090.0%3,5550.3%ETFAXPAmerican Express$112,299$1,521,449 â–¼-93.1%3320.3%FinanceRTXRTX$109,853$839,930 â–¼-88.4%5790.3%IndustrialsVODVodafone Group$107,262$30,046 â–¼-21.9%8,1110.3%Communication ServicesFTLSFirst Trust Long/Short Equity ETF$107,2310.0%1,4530.3%ETFEFViShares MSCI EAFE Value ETF$107,093$481,804 â–¼-81.8%1,3990.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$104,8200.0%2,0000.3%ETFHINES GLOBAL INCOME TRUS$103,778$483,228 â–¼-82.3%10,5780.3%REAL ESTATE INVESTMEINTCIntel$103,437$636,417 â–¼-86.0%7400.3%TechnologyHDHome Depot$103,329$2,855,125 â–¼-96.5%2930.3%Consumer DiscretionaryVOOVanguard S&P 500 ETF$98,211$7,704,413 â–¼-98.7%1430.3%ETFGSThe Goldman Sachs Group$96,734$1,061,019 â–¼-91.6%950.3%FinanceETNEaton$89,058$533,922 â–¼-85.7%2090.2%IndustrialsGILDGilead Sciences$88,811$154,503 â–¼-63.5%7030.2%HealthcareARIMATHEA CATHOLIC BOND$86,853$86,853 â–²New Holding3,4610.2%UIT EXCHANGE TRADEDDTMDT Midstream$82,110$588 â–²0.7%5590.2%EnergyVTIVanguard Total Stock Market ETF$81,408$993,178 â–¼-92.4%2200.2%ETFPRUPrudential Financial$79,328$143,438 â–¼-64.4%7350.2%FinanceUSBU.S. Bancorp$75,436$57,256 â–¼-43.1%1,2490.2%FinanceGOVTiShares U.S. Treasury Bond ETF$74,601$516,171 â–¼-87.4%3,2750.2%ETFWALMART INC$73,050$2,512,920 â–¼-97.2%6450.2%COMMON STOCKCVXChevron$72,598$2,879,058 â–¼-97.5%4380.2%EnergyVEAVanguard FTSE Developed Markets ETF$71,819$1,037,742 â–¼-93.5%1,0080.2%ETFEWBCEast West Bancorp$71,2500.0%5520.2%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$69,255$401,404 â–¼-85.3%7550.2%ETFEDConsolidated Edison$68,695$818,698 â–¼-92.3%6210.2%UtilitiesSHYiShares 1-3 Year Treasury Bond ETF$63,880$1,611,533 â–¼-96.2%7780.2%ETFMDTMedtronic$62,812$291,063 â–¼-82.3%8030.2%HealthcareUSOUnited States Oil Fund$62,690$495,134 â–¼-88.8%5890.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$62,294$81,086 â–¼-56.6%7790.2%ETFABNBAirbnb$61,389$31,911 â–¼-34.2%4290.2%Consumer DiscretionaryDONWisdomTree U.S. MidCap Dividend Fund$61,0880.0%1,0810.2%ETFSOSouthern$60,768$804,434 â–¼-93.0%6350.2%UtilitiesNWBINorthwest Bancshares$59,321$38,143 â–¼-39.1%3,9130.2%FinanceCMICummins$59,193$47,782 â–¼-44.7%830.2%IndustrialsDDominion Energy$58,107$133,011 â–¼-69.6%8510.2%UtilitiesAMZNAmazon.com$56,245$11,267,589 â–¼-99.5%2360.2%Consumer DiscretionarySCCOSouthern Copper$55,763$673,512 â–¼-92.4%3200.2%MaterialsFFord Motor$55,648$36,594 â–¼-39.7%4,0040.1%Consumer DiscretionaryUCONFirst Trust TCW Unconstrained Plus Bond ETF$55,4820.0%2,2300.1%ETFBNDVanguard Total Bond Market ETF$55,423$177,794 â–¼-76.2%7550.1%ETFCSCOCisco Systems$54,147$2,529,522 â–¼-97.9%4610.1%TechnologyUNILEVER PLC F$53,984$47,852 â–¼-47.0%8980.1%AMERICAN DEPOSITORYVIGVanguard Dividend Appreciation ETF$53,002$329,606 â–¼-86.1%2240.1%ETFIVEiShares S&P 500 Value ETF$52,904$766,994 â–¼-93.5%2330.1%ETFPGProcter & Gamble$52,343$953,024 â–¼-94.8%3570.1%Consumer StaplesMSIMotorola Solutions$52,325$60,215 â–¼-53.5%1260.1%TechnologyNVSNovartis$51,717$136,502 â–¼-72.5%3300.1%HealthcareOSKOshkosh$50,028$30,232 â–¼-37.7%3260.1%IndustrialsJPSTJPMorgan Ultra-Short Income ETF$49,862$1,589,010 â–¼-97.0%9860.1%ETFBSVVanguard Short-Term Bond ETF$49,394$2,442,042 â–¼-98.0%6340.1%ETFTRPTC Energy$48,850$3,049 â–¼-5.9%7370.1%EnergyEIXEdison International$48,392$494,492 â–¼-91.1%6500.1%UtilitiesSBUXStarbucks$48,335$220,931 â–¼-82.0%4730.1%Consumer DiscretionaryShowing largest 100 holdings. 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