Golden State Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports a total portfolio value of approximately $1.65 billion.
The report lists 1,646 individual securities held by the firm. The largest position in the portfolio is 3M Company, for which the firm holds 262,744 shares. The firm also holds significant positions in AbbVie Inc (55,266 shares) and Applied Materials (4,337 shares).
The filing includes a mix of individual common stocks and exchange-traded funds. Notable holdings include Alphabet Inc Class A (98,998 shares) and Amazon.com Inc (87,625 shares). The firm also holds stakes in various exchange-traded funds and closed-end funds, including funds focused on infrastructure, blockchain, and lithium.
Investment decisions for the disclosed positions are reported to be made solely by the firm.
