Golden State Equity Partners Top Holdings and 13F Report (2026) About Golden State Equity PartnersInvestment ActivityGolden State Equity Partners has $1.70 billion in total holdings as of September 30, 2026.Golden State Equity Partners owns shares of 2,780 different stocks, but just 429 companies or ETFs make up 80% of its holdings.Approximately 95.92% of the portfolio was purchased this quarter.About 0.01% of the portfolio was sold this quarter.This quarter, Golden State Equity Partners has purchased 536 new stocks and bought additional shares in 481 stocks.Golden State Equity Partners sold shares of 4 stocks and completely divested from 49 stocks this quarter.Largest Holdings NVIDIA $51,461,568Apple $48,591,271NVIDIA $47,786,817Apple $43,432,444Microsoft $24,029,859 Largest New Holdings this Quarter 78462F103 - SPDR S&P 500 ETF Trust $16,307,024 Holding33738R506 - First Trust Rising Dividend Achievers ETF $14,571,648 Holding46138G649 - Invesco NASDAQ 100 ETF $11,086,512 Holding007903107 - Advanced Micro Devices $10,756,684 Holding46434V613 - iShares Core Total USD Bond Market ETF $10,610,692 Holding Largest Purchases this Quarter NVIDIA 224,120 shares (about $51.18M)Apple 145,227 shares (about $48.38M)NVIDIA 207,985 shares (about $47.51M)Apple 129,777 shares (about $43.22M)Microsoft 46,054 shares (about $23.62M) Largest Sales this Quarter PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund 109 shares (about $5.65K)Direxion Daily Semiconductors Bull 3X ETF 22 shares (about $3.25K)Direxion Daily AMZN Bull 2X ETF 33 shares (about $1.12K)TKO GROUP HLDGS INC 1 shares (about $179.62) 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 PortfolioSectorNVDANVIDIA$51,461,568$51,184,543 ▲18,476.5%225,3333.0%TechnologyAAPLApple$48,591,271$48,377,079 ▲22,585.8%145,8702.9%TechnologyNVDANVIDIA$47,786,817$47,509,733 ▲17,146.3%209,1982.8%TechnologyAAPLApple$43,432,444$43,218,312 ▲20,183.0%130,4202.5%TechnologyMSFTMicrosoft$24,029,859$23,621,078 ▲5,778.4%46,8511.4%TechnologyAMZNAmazon.com$19,489,852$19,431,052 ▲33,046.2%78,2251.1%Consumer DiscretionaryIVViShares Core S&P 500 ETF$17,487,440$13,679,629 ▲359.3%22,8341.0%ETFMSFTMicrosoft$17,487,369$17,078,251 ▲4,174.4%34,0671.0%TechnologySPYSPDR S&P 500 ETF Trust$16,307,024$16,307,024 ▲New Holding21,3831.0%ETFRDVYFirst Trust Rising Dividend Achievers ETF$14,571,648$14,571,648 ▲New Holding186,1240.9%ETFAMZNAmazon.com$13,037,367$12,978,568 ▲22,072.9%52,3280.8%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$12,919,096$12,187,923 ▲1,666.9%397,1460.8%ETFAVGOBroadcom$12,719,191$12,217,335 ▲2,434.4%36,2170.7%TechnologyQQQMInvesco NASDAQ 100 ETF$11,086,512$11,086,512 ▲New Holding36,3920.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,806,798$10,790,821 ▲67,538.5%114,3090.6%ETFAMDAdvanced Micro Devices$10,756,684$10,756,684 ▲New Holding17,5820.6%TechnologyIUSBiShares Core Total USD Bond Market ETF$10,610,692$10,610,692 ▲New Holding240,6540.6%ETFVOOVanguard S&P 500 ETF$10,357,029$10,256,809 ▲10,234.3%14,7780.6%ETFGOOGLAlphabet$10,251,977$10,118,817 ▲7,599.0%29,7950.6%Communication ServicesGILDGilead Sciences$10,081,009$9,976,227 ▲9,520.9%67,6350.6%HealthcareDGRWWisdomTree U.S. Quality Dividend Growth Fund$9,780,936$9,732,316 ▲20,017.2%100,5860.6%ETFQQQInvesco QQQ$9,516,053$5,670,130 ▲147.4%12,8640.6%ETFUSFRWisdomTree Floating Rate Treasury Fund$9,321,926$9,321,926 ▲New Holding184,9980.5%ETFQQQInvesco QQQ$8,777,839$4,924,425 ▲127.8%11,8430.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$8,526,952$8,526,952 ▲New Holding123,0780.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$8,448,933$8,432,956 ▲52,780.5%89,3680.5%ETFIVViShares Core S&P 500 ETF$8,424,134$4,602,877 ▲120.5%10,9610.5%ETFIDMOInvesco S&P International Developed Momentum ETF$8,353,507$8,353,507 ▲New Holding136,8530.5%ETFVOOVanguard S&P 500 ETF$8,090,466$7,990,229 ▲7,971.3%11,5420.5%ETFAMDAdvanced Micro Devices$7,971,539$7,971,539 ▲New Holding13,0310.5%TechnologyGOOGLAlphabet$7,595,118$7,461,846 ▲5,599.0%22,0550.4%Communication ServicesEXXONMOBIL HOLDINGS CORP$7,577,148$7,577,148 ▲New Holding46,5570.4%COM SHSAVGOBroadcom$7,528,384$7,026,398 ▲1,399.7%21,4310.4%TechnologyAMLPAlerian MLP ETF$7,428,251$7,428,251 ▲New Holding143,2090.4%ETFMUMicron Technology$7,283,570$7,269,715 ▲52,469.2%6,8340.4%TechnologyBBUSJPMorgan BetaBuilders U.S. Equity ETF$7,074,063$7,074,063 ▲New Holding51,4180.4%ETFJPMJPMorgan Chase & Co.$6,856,863$6,616,347 ▲2,750.9%20,7260.4%FinanceBRK.BBerkshire Hathaway$6,855,217$6,817,871 ▲18,256.0%13,7670.4%FinanceFDDFirst Trust STOXX European Select Dividend Index Fund$6,601,186$6,601,186 ▲New Holding343,4540.4%ETFVRIGInvesco Variable Rate Investment Grade ETF$6,530,055$6,530,055 ▲New Holding260,9130.4%ETFVGSHVanguard Short-Term Treasury ETF$6,230,142$5,116,249 ▲459.3%108,1990.4%ETFVUGVanguard Growth ETF$6,124,943$6,097,367 ▲22,111.4%67,9670.4%ETFEXXONMOBIL HLDGS CORP$5,961,007$5,961,007 ▲New Holding36,5960.3%COMMON STOCKPTLCPacer Trendpilot US Large Cap ETF$5,919,706$5,919,706 ▲New Holding99,4660.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$5,865,026$5,865,026 ▲New Holding84,6810.3%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$5,827,233$5,827,233 ▲New Holding79,3960.3%ETFIVEiShares S&P 500 Value ETF$5,631,284$5,578,094 ▲10,487.1%24,6680.3%ETFRSPInvesco S&P 500 Equal Weight ETF$5,593,776$5,083,812 ▲996.9%26,8630.3%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$5,460,545$5,460,545 ▲New Holding117,4560.3%ETFVVisa$5,276,756$5,227,887 ▲10,697.8%14,6850.3%FinanceLLYEli Lilly and Company$5,191,765$5,188,294 ▲149,466.7%4,4870.3%HealthcareISHARES 0-3 MONTH$5,160,011$3,491,813 ▲209.3%51,2290.3%UIT EXCHANGE TRADEDLSGRNatixis Loomis Sayles Focused Growth ETF$5,132,317$5,132,317 ▲New Holding114,1120.3%ETFTSLATesla$5,131,262$5,126,649 ▲111,146.2%14,4620.3%Consumer DiscretionaryABBVAbbVie$5,119,698$4,916,176 ▲2,415.6%19,5710.3%HealthcareMTUMiShares MSCI USA Momentum Factor ETF$5,117,175$5,117,175 ▲New Holding16,1250.3%ETFIVWiShares S&P 500 Growth ETF$5,083,042$5,083,042 ▲New Holding35,7310.3%ETFMETAMeta Platforms$5,023,511$4,977,098 ▲10,723.4%6,9270.3%Communication ServicesCVXChevron$4,995,799$4,906,282 ▲5,480.8%24,4440.3%EnergyMUMicron Technology$4,945,377$4,931,530 ▲35,615.4%4,6430.3%TechnologyMETAMeta Platforms$4,928,813$4,882,294 ▲10,495.3%6,7810.3%Communication ServicesMARKETDESK FOCUSED U.S.$4,912,613$4,912,613 ▲New Holding125,9400.3%UIT EXCHANGE TRADEDTSLATesla$4,811,070$4,806,458 ▲104,207.7%13,5600.3%Consumer DiscretionaryJPMJPMorgan Chase & Co.$4,781,036$4,540,395 ▲1,886.8%14,4440.3%FinanceCOSTCostco Wholesale$4,760,038$4,736,370 ▲20,011.5%5,2290.3%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$4,745,219$4,743,850 ▲346,633.3%10,4020.3%TechnologyGOVTiShares U.S. Treasury Bond ETF$4,739,795$4,668,170 ▲6,517.5%216,7240.3%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$4,717,892$4,717,892 ▲New Holding116,2620.3%ETFVTIVanguard Total Stock Market ETF$4,702,977$4,620,633 ▲5,611.4%12,5650.3%ETFLLYEli Lilly and Company$4,636,841$4,633,366 ▲133,333.3%4,0030.3%HealthcareIEMGiShares Core MSCI Emerging Markets ETF$4,618,446$4,596,289 ▲20,744.3%56,9050.3%ETFJNJJohnson & Johnson$4,601,290$4,554,949 ▲9,829.1%17,3760.3%HealthcareJNJJohnson & Johnson$4,549,230$4,502,901 ▲9,719.4%17,1840.3%HealthcareIWBiShares Russell 1000 ETF$4,520,412$4,520,412 ▲New Holding10,8630.3%ETFCOSTCostco Wholesale$4,519,371$4,495,690 ▲18,984.6%4,9620.3%Consumer StaplesGOOGAlphabet$4,509,839$4,468,937 ▲10,925.8%13,2310.3%Communication ServicesSPROTT PHYSGLD TRST$4,458,697$4,458,697 ▲New Holding142,5920.3%CLOSED END MUTL FUNDTSMTaiwan Semiconductor Manufacturing$4,393,171$4,391,802 ▲320,900.0%9,6300.3%TechnologyQUALiShares MSCI USA Quality Factor ETF$4,357,887$4,196,533 ▲2,600.8%19,6080.3%ETFABBVAbbVie$4,267,598$4,063,780 ▲1,993.8%16,2900.3%HealthcareCVXChevron$4,173,391$4,083,948 ▲4,566.0%20,4370.2%EnergyISHARES TR$4,140,756$2,473,298 ▲148.3%41,1280.2%0-3 MTH TREASURYGOOGAlphabet$3,966,350$3,925,460 ▲9,600.0%11,6400.2%Communication ServicesEFViShares MSCI EAFE Value ETF$3,957,033$3,846,315 ▲3,474.0%50,0000.2%ETFIDMOInvesco S&P International Developed Momentum ETF$3,925,450$3,925,450 ▲New Holding64,2760.2%ETFIUSBiShares Core Total USD Bond Market ETF$3,875,380$3,875,380 ▲New Holding87,8970.2%ETFIWFiShares Russell 1000 Growth ETF$3,630,487$3,630,487 ▲New Holding28,9840.2%ETFFBNDFidelity Total Bond ETF$3,568,007$3,568,007 ▲New Holding82,4020.2%ETFPTRBPGIM Total Return Bond ETF$3,533,469$3,533,469 ▲New Holding89,5910.2%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$3,453,317$3,453,317 ▲New Holding70,3180.2%ETFPCARPACCAR$3,425,540$3,423,014 ▲135,530.4%31,1950.2%IndustrialsNULGNuveen ESG Large-Cap Growth ETF$3,390,627$3,390,627 ▲New Holding29,8230.2%ETFAMGNAmgen$3,389,510$3,389,510 ▲New Holding8,0410.2%HealthcareMOAltria Group$3,387,528$3,079,295 ▲999.0%50,2690.2%Consumer StaplesRDIVInvesco S&P Ultra Dividend Revenue ETF$3,377,051$3,377,051 ▲New Holding59,0910.2%ETFTBILUS Treasury 3 Month Bill ETF$3,330,778$3,330,778 ▲New Holding66,8160.2%ETFVVisa$3,267,149$3,218,246 ▲6,580.9%9,0860.2%FinanceCSCOCisco Systems$3,237,723$3,188,106 ▲6,425.4%30,0820.2%TechnologyJIREJPMorgan International Research Enhanced Equity ETF$3,216,871$3,216,871 ▲New Holding39,1540.2%ETFCRWDCrowdStrike$3,179,515$3,122,861 ▲5,512.1%12,0100.2%TechnologyShowing largest 100 holdings. 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