Golden State Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
abrdn Physical Silver Shares ETF
SIVR
|
+$9.57M |
| 2 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$8.98M |
| 3 |
JPMorgan Active Growth ETF
JGRO
|
+$3.08M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$3.07M |
| 5 |
WisdomTree US Quality Growth Fund
QGRW
|
+$3.05M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$4.77M |
| 2 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$4.3M |
| 3 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$3.41M |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.83M |
| 5 |
WisdomTree International Quality Dividend Growth Fund
IQDG
|
+$2.74M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.05% |
| 2 | Consumer Discretionary | 3.89% |
| 3 | Communication Services | 3.47% |
| 4 | Financials | 3.1% |
| 5 | Industrials | 3.02% |
Similar funds
Golden State Wealth Management's Q1 2026 Portfolio in Review
As of Q1 2026, Golden State Wealth Management held 1,741 positions worth $915M, down 3.4% from $947M the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Golden State Wealth Management's Q1 2026 filing shows 61 new, 411 increased, 433 reduced and 132 closed positions. Its largest new stake was JPMorgan Equity Premium Income ETF: 50,048 shares worth $2.84M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $4.77M.
By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 11% a quarter earlier, followed by Consumer Discretionary and Communication Services.
- Golden State Wealth Management's largest Q1 2026 buy was JPMorgan Equity Premium Income ETF: 50,048 shares worth $2.84M.
- Golden State Wealth Management added most to abrdn Physical Silver Shares ETF in Q1 2026, an estimated $9.57M increase.
- Golden State Wealth Management's biggest Q1 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $4.77M.
- Golden State Wealth Management fully exited First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2026, selling an estimated $577K.
- Golden State Wealth Management's ten largest holdings make up 31% of its $915M portfolio in Q1 2026.
- Golden State Wealth Management opened 61 new positions and closed 132 in Q1 2026.
- Golden State Wealth Management's portfolio value fell 3.4% quarter-over-quarter to $915M.
Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.