Holdings of Golden State Wealth Management, LLC
1302 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 35.4 % of the equity sleeve
Sector breakdown
- Funds 13.1 %
- Technology 10.9 %
- Consumer discretionary 4.2 %
- Communication 3.9 %
- Industrials 3.0 %
- Financials 2.9 %
- Consumer staples 1.3 %
- Health care 1.2 %
- Utilities 1.0 %
- Energy 0.5 %
- Materials 0.3 %
- Real estate 0.1 %
- Unattributed 57.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.6 %
- TW 0.2 %
- GB 0.1 %
- NL 0.0 %
- BE 0.0 %
- FI 0.0 %
- KY 0.0 %
- JP 0.0 %
- IT 0.0 %
- DK 0.0 %
- IE 0.0 %
- IN 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 1,261 | 793.3M $ | 99.60 % |
| 2 | TW | 3 | 1.2M $ | 0.16 % |
| 3 | GB | 12 | 1.2M $ | 0.15 % |
| 4 | NL | 3 | 283.1K $ | 0.04 % |
| 5 | BE | 1 | 101.2K $ | 0.01 % |
| 6 | FI | 1 | 94.9K $ | 0.01 % |
| 7 | KY | 5 | 84.5K $ | 0.01 % |
| 8 | JP | 4 | 74.2K $ | 0.01 % |
| 9 | IT | 1 | 34.4K $ | 0.00 % |
| 10 | DK | 1 | 28K $ | 0.00 % |
| 11 | IE | 1 | 27.8K $ | 0.00 % |
| 12 | IN | 3 | 22.5K $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1,301 | OPENDOOR TECHNOLOGIES INC | 10 | 2 $ | |
| 1,302 | Chegg Inc | 1 | 1 $ |