Golden State Equity Partners

Est. AUM

$730.4M

13F long equity, this entity only

Positions

2,053

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$37.7M	216011	5.16%	SOLE
2	APPLE INC	COM	$27.6M	108563	3.77%	SOLE
3	MICROSOFT CORP	COM	$18.1M	48816	2.47%	SOLE
4	ALPHABET INC	CAP STK CL A	$15.6M	54307	2.14%	SOLE
5	AMAZON COM INC	COM	$15.2M	72852	2.08%	SOLE
6	BROADCOM INC	COM	$11.3M	36475	1.55%	SOLE
7	ISHARES TR	CORE US AGGBD ET	$10.5M	105339	1.43%	SOLE
8	JPMORGAN CHASE & CO	COM	$9.9M	33529	1.35%	SOLE
9	WISDOMTREE TR	US QTLY DIV GRT	$8.2M	93293	1.12%	SOLE
10	VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.2M	13696	1.12%	SOLE
11	ISHARES TR	CORE S&P500 ETF	$7.9M	12074	1.08%	SOLE
12	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.5M	13617	0.89%	SOLE
13	RTX CORPORATION	COM	$6.4M	33373	0.88%	SOLE
14	INVESCO QQQ TR	UNIT SER 1	$6.2M	10702	0.85%	SOLE
15	TESLA INC	COM	$6.1M	16467	0.84%	SOLE
16	EXXON MOBIL CORP	COM	$6.0M	35306	0.82%	SOLE
17	WALMART INC	COM	$5.6M	45416	0.77%	SOLE
18	JOHNSON & JOHNSON	COM	$5.3M	21832	0.73%	SOLE
19	META PLATFORMS INC	CL A	$5.3M	9277	0.73%	SOLE
20	HARBOR ETF TRUST	LONG TERM GROWER	$5.1M	184254	0.70%	SOLE
21	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$5.0M	109674	0.68%	SOLE
22	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$4.7M	120199	0.65%	SOLE
23	AMPLIFY ETF TR	CWP ENHANCED DIV	$4.4M	98927	0.61%	SOLE
24	COSTCO WHOLESALE CORPORATION	COM	$4.2M	4249	0.58%	SOLE
25	ABBVIE INC	COM	$4.2M	19434	0.58%	SOLE
26	VISA INC	COM CL A	$4.2M	13977	0.58%	SOLE
27	PALANTIR TECHNOLOGIES INC	CL A	$3.8M	26092	0.52%	SOLE
28	PIMCO ETF TR	MULTISECTOR BD	$3.8M	144350	0.52%	SOLE
29	CHEVRON CORPORATION	COM	$3.7M	17808	0.50%	SOLE
30	ELI LILLY & CO	COM	$3.5M	3823	0.48%	SOLE
31	HOME DEPOT INC	COM	$3.5M	10622	0.48%	SOLE
32	BANK AMERICA CORP	COM	$3.5M	71253	0.48%	SOLE
33	INTERNATIONAL BUSINESS MACHS	COM	$3.5M	14295	0.47%	SOLE
34	SALESFORCE INC	COM	$3.4M	18128	0.46%	SOLE
35	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.3M	9827	0.45%	SOLE
36	INVESCO EXCH TRADED FD TR II	S&P ULTRA DIVIDE	$3.3M	59597	0.45%	SOLE
37	VANGUARD INDEX FDS	LARGE CAP ETF	$3.3M	10959	0.45%	SOLE
38	INVESCO VARIABLE RATE INVESTMENT GRADE ETF	UIT EXCHANGE TRADED	$3.3M	130512	0.45%	SOLE
39	NEXTERA ENERGY INC	COM	$3.3M	34996	0.44%	SOLE
40	PROSHARES TR	S&P 500 DV ARIST	$3.1M	29644	0.43%	SOLE
41	ALPHABET INC	CAP STK CL C	$3.1M	10701	0.42%	SOLE
42	CATERPILLAR INC	COM	$3.0M	4288	0.42%	SOLE
43	MCDONALDS CORP	COM	$3.0M	9716	0.41%	SOLE
44	INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF	UIT EXCHANGE TRADED	$3.0M	53807	0.40%	SOLE
45	MERCK & CO INC	COM	$2.9M	23982	0.39%	SOLE
46	NUSHARES ETF TR	NUVEEN ESG LRGCP	$2.9M	31532	0.39%	SOLE
47	CISCO SYS INC	COM	$2.8M	36442	0.39%	SOLE
48	VERIZON COMMUNICATIONS INC	COM	$2.8M	56107	0.39%	SOLE
49	WISDOMTREE TR	YIELD ENHANCD US	$2.8M	64644	0.38%	SOLE
50	WELLS FARGO & CO	COM	$2.8M	34905	0.38%	SOLE

1–50 of 2,053

1 / 42

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.