Golden State Equity Partners Portfolio Holdings

Golden State Equity Partners

  • $569 Million
  • Q3 2025

Golden State Equity Partners has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $569 Million distributed in 450 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $38.1M, Apple Inc. with a value of $26M, Microsoft Corp with a value of $21.9M, Amazon Com Inc with a value of $12.7M, and Alphabet Inc. with a value of $12.4M.

Examining the 13F form we can see an increase of $47.9M in the current position value, from $522M to 569M.

Golden State Equity Partners is based out at South Coast Metro, CA

Below you can find more details about Golden State Equity Partners portfolio as well as his latest detailed transactions.

Portfolio value $569 Million
ETFs: $184 Million
Technology: $136 Million
Financial Services: $60.1 Million
Consumer Cyclical: $36.2 Million
Industrials: $32.9 Million
Communication Services: $32.7 Million
Healthcare: $28.9 Million
Consumer Defensive: $18.3 Million
Other: $39.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.1B
$507,000 0.09% of portfolio
6,456
Q3 2025 Added 17.4%
$4.4B
$488,000 0.09% of portfolio
7,688
Q1 2025 Reduced 3.76%
$74.3B
$531,000 0.09% of portfolio
946
Q3 2025 Added 8.11%
$76.2B
$514,000 0.09% of portfolio
8,240
Q3 2025 Added 17.56%
$104B
$517,000 0.09% of portfolio
1,762
Q3 2025 Added 0.69%
$75.4B
$506,000 0.09% of portfolio
3,864
Q3 2025 New
$18B
$494,000 0.09% of portfolio
3,565
Q3 2025 Reduced 2.22%
$10.3B
$467,000 0.08% of portfolio
1,375
Q3 2025 Reduced 22.54%
$76.5B
$471,000 0.08% of portfolio
2,798
Q3 2025 Reduced 9.19%
$18.5B
$467,000 0.08% of portfolio
6,921
Q3 2025 Added 10.12%
$24.5B
$457,000 0.08% of portfolio
2,680
Q3 2025 Reduced 6.1%
$72.9B
$443,000 0.08% of portfolio
1,710
Q3 2025 Added 5.49%
$53.8B
$468,000 0.08% of portfolio
2,982
Q3 2025 Added 3.36%
$26.1B
$460,000 0.08% of portfolio
2,914
Q3 2025 Reduced 5.67%
$39.2B
$440,000 0.08% of portfolio
4,567
Q3 2025 Added 2.77%
$25.4B
$463,000 0.08% of portfolio
6,519
Q3 2025 New
$96.7B
$428,000 0.08% of portfolio
8,497
Q3 2025 Added 4.62%
$151B
$462,000 0.08% of portfolio
1,311
Q2 2025 Added 23.1%
$72.3B
$456,000 0.08% of portfolio
4,084
Q3 2025 Added 8.88%
$61.6B
$484,000 0.08% of portfolio
17,131
Q3 2025 Added 2.2%
$2.37B
$473,000 0.08% of portfolio
34,564
Q1 2025 Reduced 3.21%
$152B
$442,000 0.08% of portfolio
1,796
Q3 2025 Reduced 9.79%
$112B
$386,000 0.07% of portfolio
11,204
Q3 2025 Added 17.78%
$27.1B
$426,000 0.07% of portfolio
11,469
Q3 2025 Added 9.34%
$27B
$392,000 0.07% of portfolio
2,974
Q3 2025 Added 14.47%
$584M
$374,000 0.07% of portfolio
64,735
Q3 2025 Reduced 3.0%
$45.5B
$392,000 0.07% of portfolio
2,270
Q3 2025 Added 4.22%
$70.1B
$382,000 0.07% of portfolio
2,246
Q3 2025 Added 2.65%
$22.7B
$378,000 0.07% of portfolio
21,907
Q3 2025 Added 0.43%
$7.49B
$407,000 0.07% of portfolio
1,025
Q2 2025 New
$114B
$373,000 0.07% of portfolio
3,264
Q3 2025 Added 6.01%
$268B
$388,000 0.07% of portfolio
2,321
Q3 2025 Reduced 1.23%
$89.8B
$420,000 0.07% of portfolio
2,363
Q3 2025 Added 6.87%
$79.6B
$425,000 0.07% of portfolio
3,435
Q3 2025 Added 33.04%
$328B
$407,000 0.07% of portfolio
1,356
Q3 2025 Added 11.24%
$35B
$427,000 0.07% of portfolio
3,729
Q3 2025 Added 1.44%
$84B
$394,000 0.07% of portfolio
2,049
Q3 2025 Added 82.78%
$100B
$390,000 0.07% of portfolio
6,399
Q3 2025 Added 9.8%
$46.4B
$405,000 0.07% of portfolio
1,685
Q3 2025 Reduced 30.52%
$35.1B
$402,000 0.07% of portfolio
3,238
Q3 2025 Reduced 45.75%
$19.5B
$353,000 0.06% of portfolio
11,066
Q3 2025 Added 6.3%
$68.9B
$322,000 0.06% of portfolio
1,366
Q3 2025 Added 4.51%
$0
$330,000 0.06% of portfolio
16,305
Q3 2025 Added 3.59%
$41.3B
$327,000 0.06% of portfolio
3,623
Q3 2025 Reduced 5.18%
$5.22B
$345,000 0.06% of portfolio
3,858
Q3 2025 Added 14.45%
$46.8B
$349,000 0.06% of portfolio
367
Q3 2025 New
$47.7B
$357,000 0.06% of portfolio
717
Q3 2025 Added 13.45%
$5.71B
$327,000 0.06% of portfolio
749
Q3 2025 Reduced 2.35%
$67.3B
$319,000 0.06% of portfolio
1,144
Q3 2025 Reduced 19.89%

Summary

  • Portfolio
  • No. of Stocks 450
  • Current Value $569 Million
  • Prior Value $522 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 51 stocks
  • Additional Purchases 223 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 148 stocks
Track This Portfolio

Track Golden State Equity Partners Portfolio

Follow Golden State Equity Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email