Golden State Equity Partners Top Holdings and 13F Report (2026) About Golden State Equity PartnersInvestment ActivityGolden State Equity Partners has $1.32 billion in total holdings as of March 31, 2026.Golden State Equity Partners owns shares of 2,526 different stocks, but just 406 companies or ETFs make up 80% of its holdings.Approximately 28.47% of the portfolio was purchased this quarter.About 15.44% of the portfolio was sold this quarter.This quarter, Golden State Equity Partners has purchased 882 new stocks and bought additional shares in 374 stocks.Golden State Equity Partners sold shares of 474 stocks and completely divested from 52 stocks this quarter.Largest Holdings NVIDIA $37,672,393Apple $35,266,016NVIDIA $34,398,028Apple $27,552,163Microsoft $18,070,119 Largest New Holdings this Quarter 375558103 - Gilead Sciences $9,420,690 Holding69374H105 - Pacer Trendpilot US Large Cap ETF $5,345,253 Holding85207H104 - SPROTT PHYSGLD TRST $5,014,368 Holding46641Q399 - JPMorgan BetaBuilders U.S. Equity ETF $4,801,450 Holding693718108 - PACCAR $3,603,046 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 321,152 shares (about $9.85M)WisdomTree Floating Rate Treasury Fund 190,313 shares (about $9.58M)Gilead Sciences 67,594 shares (about $9.42M)Apple 33,072 shares (about $8.39M)iShares Core Total USD Bond Market ETF 177,106 shares (about $8.18M) Largest Sales this Quarter Alphabet 33,747 shares (about $9.71M)RTX 27,920 shares (about $5.39M)JPMorgan Chase & Co. 17,810 shares (about $5.24M)Microsoft 14,011 shares (about $5.19M)Broadcom 16,619 shares (about $5.14M) 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$37,672,393$1,250,974 â–²3.4%216,0112.8%Computer and TechnologyAAPLApple$35,266,016$8,393,613 â–²31.2%138,9532.7%Computer and TechnologyNVDANVIDIA$34,398,028$2,023,762 â–¼-5.6%197,2342.6%Computer and TechnologyAAPLApple$27,552,163$680,664 â–²2.5%108,5632.1%Computer and TechnologyMSFTMicrosoft$18,070,119$1,988,172 â–²12.4%48,8161.4%Computer and TechnologyGOOGLAlphabet$15,616,512$111,861 â–²0.7%54,3071.2%Computer and TechnologyAMZNAmazon.com$15,172,886$1,978,982 â–²15.0%72,8521.1%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$11,521,472$9,852,941 â–²590.5%375,5370.9%ETFAVGOBroadcom$11,289,411$20,428 â–²0.2%36,4750.9%Computer and TechnologyMSFTMicrosoft$10,896,673$5,186,970 â–¼-32.2%29,4340.8%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$10,477,557$8,180,528 â–²356.1%226,8360.8%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$10,457,015$935,422 â–²9.8%105,3390.8%FinanceAMZNAmazon.com$9,895,731$3,298,160 â–¼-25.0%47,5140.7%Retail/WholesaleJPMJPMorgan Chase & Co.$9,862,783$478,887 â–²5.1%33,5290.7%FinanceUSFRWisdomTree Floating Rate Treasury Fund$9,835,389$9,580,415 â–²3,757.4%195,3780.7%FinanceGILDGilead Sciences$9,420,690$9,420,690 â–²New Holding67,5940.7%MedicalAGGiShares Core U.S. Aggregate Bond ETF$8,729,734$791,988 â–¼-8.3%87,9380.7%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$8,194,814$5,754,983 â–²235.9%93,2930.6%ManufacturingVOOVanguard S&P 500 ETF$8,183,887$176,871 â–²2.2%13,6960.6%ETFIVViShares Core S&P 500 ETF$7,887,131$1,571,678 â–²24.9%12,0740.6%ETFIVViShares Core S&P 500 ETF$7,206,707$890,467 â–²14.1%11,0310.5%ETFVOOVanguard S&P 500 ETF$6,789,595$1,218,553 â–¼-15.2%11,3610.5%ETFBRK.BBerkshire Hathaway$6,525,266$248,705 â–¼-3.7%13,6170.5%FinanceBRK.BBerkshire Hathaway$6,453,379$320,584 â–¼-4.7%13,4670.5%FinanceRTXRTX$6,437,647$86,226 â–²1.4%33,3730.5%AerospaceQQQInvesco QQQ$6,176,757$552,918 â–¼-8.2%10,7020.5%FinanceAVGOBroadcom$6,125,270$5,143,803 â–¼-45.6%19,7900.5%Computer and TechnologyTSLATesla$6,121,607$815,991 â–²15.4%16,4670.5%Auto/Tires/TrucksQQQInvesco QQQ$6,040,185$691,659 â–¼-10.3%10,4620.5%FinanceXOMExxonMobil$5,990,040$531,717 â–²9.7%35,3060.5%EnergyDYNFiShares U.S. Equity Factor Rotation Active ETF$5,949,169$5,304,764 â–²823.2%102,2540.4%ETFGOOGLAlphabet$5,801,022$9,705,374 â–¼-62.6%20,1710.4%Computer and TechnologyWALMART INC$5,644,265$393,468 â–¼-6.5%45,4160.4%COMPTLCPacer Trendpilot US Large Cap ETF$5,345,253$5,345,253 â–²New Holding101,8910.4%ETFJNJJohnson & Johnson$5,336,504$267,412 â–¼-4.8%21,8320.4%MedicalMETAMeta Platforms$5,307,740$505,199 â–¼-8.7%9,2770.4%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$5,215,877$1,269,108 â–²32.2%89,0980.4%ETFHARBOR ETF TRUST$5,108,995$3,016,585 â–²144.2%184,2540.4%LONG TERM GROWERSGOViShares 0-3 Month Treasury Bond ETF$5,090,564$1,762,958 â–²53.0%50,5690.4%ETFGOVTiShares U.S. Treasury Bond ETF$5,050,811$4,508,325 â–²831.0%220,4630.4%ETFCOSTCostco Wholesale$5,048,537$1,373,521 â–²37.4%5,0650.4%Retail/WholesaleSPROTT PHYSGLD TRST$5,014,368$5,014,368 â–²New Holding141,4890.4%CLOSED END MUTL FUNDFBNDFidelity Total Bond ETF$5,002,950$1,947,234 â–²63.7%109,6740.4%ETFBBUSJPMorgan BetaBuilders U.S. Equity ETF$4,801,450$4,801,450 â–²New Holding40,9750.4%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$4,739,435$2,499,107 â–²111.6%120,1990.4%ETFCVXChevron$4,614,650$1,038,146 â–²29.0%22,3010.3%EnergyTSLATesla$4,440,922$864,690 â–¼-16.3%11,9460.3%Auto/Tires/TrucksDIVOAmplify CWP Enhanced Dividend Income ETF$4,436,882$288,162 â–²6.9%98,9270.3%ETFCOSTCostco Wholesale$4,233,451$559,943 â–²15.2%4,2490.3%Retail/WholesaleABBVAbbVie$4,226,800$88,303 â–¼-2.0%19,4340.3%MedicalVVisa$4,224,259$309,483 â–²7.9%13,9770.3%Business ServicesXOMExxonMobil$4,221,665$1,237,095 â–¼-22.7%24,8810.3%EnergyQUALiShares MSCI USA Quality Factor ETF$4,201,100$3,997,778 â–²1,966.2%21,9020.3%ETFJPMJPMorgan Chase & Co.$4,145,699$5,239,862 â–¼-55.8%14,0910.3%FinanceMUBiShares National Muni Bond ETF$4,046,135$3,830,225 â–²1,774.0%38,1170.3%ETFIWBiShares Russell 1000 ETF$3,890,782$3,289,979 â–²547.6%10,9120.3%ETFMETAMeta Platforms$3,840,177$1,974,458 â–¼-34.0%6,7100.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$3,816,738$321,523 â–²9.2%26,0920.3%CL APYLDPIMCO Multi Sector Bond Active ETF$3,781,960$1,500,234 â–²65.7%144,3500.3%ETFABBVAbbVie$3,776,060$539,686 â–¼-12.5%17,3590.3%MedicalVTIVanguard Total Stock Market ETF$3,694,068$2,774,882 â–²301.9%11,5140.3%ETFCVXChevron$3,684,493$108,416 â–²3.0%17,8080.3%EnergySGOViShares 0-3 Month Treasury Bond ETF$3,657,837$330,463 â–²9.9%36,3390.3%ETFPCARPACCAR$3,603,046$3,603,046 â–²New Holding31,1950.3%Auto/Tires/TrucksLLYEli Lilly and Company$3,515,877$264,863 â–²8.1%3,8230.3%MedicalJNJJohnson & Johnson$3,500,210$2,104,331 â–¼-37.5%14,3180.3%MedicalHDHome Depot$3,493,309$411,094 â–²13.3%10,6220.3%Retail/WholesaleBACBank of America$3,473,599$9,165 â–²0.3%71,2530.3%FinanceIBMInternational Business Machines$3,464,986$47,024 â–¼-1.3%14,2950.3%Computer and TechnologyGOOGAlphabet$3,433,080$1,030,268 â–²42.9%11,9660.3%Computer and TechnologyCRMSalesforce$3,383,914$477,310 â–¼-12.4%18,1280.3%Computer and TechnologyLLYEli Lilly and Company$3,321,152$68,098 â–²2.1%3,6090.3%MedicalTSMTaiwan Semiconductor Manufacturing$3,321,066$439,339 â–²15.2%9,8270.3%Computer and TechnologyRDIVInvesco S&P Ultra Dividend Revenue ETF$3,317,169$55,048 â–¼-1.6%59,5970.3%ETFVVVanguard Large-Cap ETF$3,274,954$2,845,824 â–²663.2%10,9590.2%ETFVRIGInvesco Variable Rate Investment Grade ETF$3,267,384$3,267,384 â–²New Holding130,5120.2%ETFMOAltria Group$3,264,496$2,082,602 â–²176.2%49,4690.2%Consumer StaplesNEENextEra Energy$3,250,469$831,658 â–²34.4%34,9960.2%UtilitiesSPYSPDR S&P 500 ETF Trust$3,234,724$2,419,701 â–²296.9%4,9730.2%FinanceIBMInternational Business Machines$3,234,681$277,556 â–¼-7.9%13,3440.2%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$3,142,555$1,683,224 â–²115.3%29,6440.2%ETFAMDAdvanced Micro Devices$3,109,117$1,071,702 â–²52.6%15,2830.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$3,072,329$190,605 â–²6.6%9,0910.2%Computer and TechnologyGOOGAlphabet$3,069,781$667,256 â–²27.8%10,7010.2%Computer and TechnologyPALANTIR TECHNOLOGIES INCLASS CLASS A$3,052,858$442,350 â–¼-12.7%20,8700.2%COMMON STOCKCATCaterpillar$3,038,077$166,499 â–¼-5.2%4,2880.2%IndustrialsMCDMcDonald's$3,019,548$106,598 â–¼-3.4%9,7160.2%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$2,972,025$1,357,516 â–²84.1%15,4850.2%ETFVVisa$2,957,742$958,001 â–¼-24.5%9,7840.2%Business ServicesIDMOInvesco S&P International Developed Momentum ETF$2,950,811$2,950,811 â–²New Holding53,8070.2%ETFMRKMerck & Co., Inc.$2,884,833$57,620 â–¼-2.0%23,9820.2%MedicalNULGNuveen ESG Large-Cap Growth ETF$2,867,563$1,961,969 â–²216.6%31,5320.2%ETFXLEEnergy Select Sector SPDR Fund$2,838,041$789,856 â–²38.6%46,3260.2%ETFWALMART INC$2,837,921$3,200,352 â–¼-53.0%22,8330.2%COMMON STOCKCSCOCisco Systems$2,827,554$353,347 â–²14.3%36,4420.2%Computer and TechnologyVZVerizon Communications$2,816,550$536,985 â–²23.6%56,1070.2%Computer and TechnologyAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$2,809,961$1,077,665 â–²62.2%64,6440.2%FinanceAMGNAmgen$2,782,439$900,149 â–²47.8%7,9070.2%MedicalWFCWells Fargo & Company$2,778,777$3,025 â–¼-0.1%34,9050.2%FinanceTLTWiShares 20+ Year Treasury Bond BuyWrite Strategy ETF$2,772,647$68,267 â–²2.5%122,5750.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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