EdgeMarket › What Golden State Equity Partners reported owning
What Golden State Equity Partners reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.3BPositions
2,078Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 72.1M | 5.5% | 413.2K | 214.72 | +22.4% |
| AAPL Apple Inc. | 62.8M | 4.8% | 247.5K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 29.0M | 2.2% | 78.2K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 25.1M | 1.9% | 120.4K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 21.4M | 1.6% | 74.5K | 344.82 | +73.0% |
| AGG iShares Core U.S. Aggregate Bond ETF | 19.2M | 1.5% | 193.3K | 97.35 | -1.7% |
| AVGO Broadcom Inc. | 17.4M | 1.3% | 56.3K | 368.45 | +26.5% |
| IVV iShares Core S&P 500 ETF | 15.1M | 1.1% | 23.1K | 769.31 | +20.0% |
| VOO Vanguard S&P 500 ETF | 15.0M | 1.1% | 25.1K | 703.71 | +20.0% |
| JPM JPMORGAN CHASE & CO | 14.0M | 1.1% | 47.6K | 351.58 | +20.3% |
| SCHD Schwab US Dividend Equity ETF | 13.7M | 1.0% | 448.0K | 35.11 | +27.6% |
| IUSB iShares Core Universal USD Bond ETF | 13.2M | 1.0% | 285.3K | 45.43 | -1.7% |
| unmapped CUSIP 084670702 | 13.0M | 1.0% | 27.1K | — | — |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 12.2M | 0.9% | 21.2K | 713.44 | +26.1% |
| USFR WisdomTree Floating Rate Treasury Fund | 10.8M | 0.8% | 214.7K | 50.49 | +0.1% |
| TSLA Tesla, Inc. | 10.6M | 0.8% | 28.4K | 362.86 | +12.0% |
| XOM ExxonMobil Holdings Corp | 10.2M | 0.8% | 60.2K | 165.11 | +52.1% |
| GILD GILEAD SCIENCES, INC. | 9.7M | 0.7% | 69.5K | 146.12 | +23.1% |
| COST COSTCO WHOLESALE CORP /NEW | 9.3M | 0.7% | 9.3K | 947.74 | -4.7% |
| META Meta Platforms, Inc. | 9.1M | 0.7% | 16.0K | 549.90 | -26.5% |
| JNJ JOHNSON & JOHNSON | 8.8M | 0.7% | 36.1K | 270.24 | +51.1% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 8.7M | 0.7% | 86.9K | 100.63 | +0.0% |
| WMT Walmart Inc. | 8.5M | 0.6% | 68.2K | 103.70 | +1.1% |
| CVX CHEVRON CORP | 8.3M | 0.6% | 40.1K | 205.27 | +34.0% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 8.3M | 0.6% | 94.1K | 99.29 | +14.2% |
| ABBV AbbVie Inc. | 8.0M | 0.6% | 36.8K | 264.96 | +26.7% |
| VGSH Vanguard Short-Term Treasury ETF | 7.7M | 0.6% | 131.7K | 58.13 | -0.9% |
| RTX RTX Corp | 7.4M | 0.6% | 38.4K | 209.91 | +34.1% |
| V VISA INC. | 7.2M | 0.5% | 23.8K | 371.04 | +7.9% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 7.0M | 0.5% | 120.1K | 69.08 | +22.3% |
| PLTR Palantir Technologies Inc. | 6.9M | 0.5% | 47.0K | 179.94 | +15.3% |
| LLY ELI LILLY & Co | 6.8M | 0.5% | 7.4K | 1,255.40 | +78.0% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 6.7M | 0.5% | 27.6K | 235.68 | -2.8% |
| GOOG Alphabet Inc. | 6.5M | 0.5% | 22.7K | 341.75 | +70.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 6.4M | 0.5% | 18.9K | 418.95 | +83.3% |
| HD HOME DEPOT, INC. | 6.3M | 0.5% | 19.0K | 335.61 | -16.5% |
| CAT CATERPILLAR INC | 5.7M | 0.4% | 8.1K | 827.90 | +96.8% |
| GOVT iShares U.S. Treasury Bond ETF | 5.6M | 0.4% | 246.4K | 22.45 | -2.0% |
| TLTW iShares 20+ Year Treasury Bond BuyWrite Strate | 5.5M | 0.4% | 245.2K | 21.19 | -7.1% |
| PTLC Pacer Trendpilot US Large Cap ETF | 5.3M | 0.4% | 101.9K | 59.67 | +13.9% |
| AMD ADVANCED MICRO DEVICES INC | 5.3M | 0.4% | 25.9K | 473.25 | +186.5% |
| MO ALTRIA GROUP, INC. | 5.3M | 0.4% | 79.6K | 66.09 | -2.2% |
| BSV Vanguard Short-Term Bond ETF | 5.2M | 0.4% | 66.7K | 77.57 | -1.4% |
| NFLX NETFLIX INC | 5.2M | 0.4% | 54.3K | 79.59 | -34.4% |
| WINN Harbor Long-Term Growers ETF | 5.1M | 0.4% | 184.3K | 33.49 | +12.4% |
| PHYS Sprott Physical Gold Trust | 5.0M | 0.4% | 141.5K | 35.00 | +36.2% |
| FBND Fidelity Total Bond ETF | 5.0M | 0.4% | 109.7K | 44.90 | -2.1% |
| NEE NEXTERA ENERGY INC | 5.0M | 0.4% | 53.6K | 83.65 | +9.8% |
| NOBL ProShares S&P 500 Dividend Aristocrats ETF | 4.9M | 0.4% | 46.5K | 58.75 | +11.9% |
| BBUS JPMorgan BetaBuilders U.S. Equity ETF | 4.8M | 0.4% | 41.0K | 138.11 | +19.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →