Long-term investor
Golden State Wealth Management, LLC @goldenstatewealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001776033).
Record
- Tracked since 2025-06-30 (446 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days +10.2% · 6 months n/a · 1 year +15.3% · all +15.3%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 7.3% · long · since 2025-06-30
- 78462F103 · 4.9% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- 09290C103 · 2.5% · long · since 2025-06-30
- 464287226 · 2.3% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- 46090E103 · 2.1% · long · since 2025-06-30
- GOOGL · 2.1% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- 33734H106 · 1.6% · long · since 2025-06-30
- 74255Y870 · 1.4% · long · since 2025-06-30
- 46434G103 · 1.3% · long · since 2025-06-30