Golden State Equity Partners Portfolio Holdings

Golden State Equity Partners

  • $602 Million
  • Q4 2025

Golden State Equity Partners has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $602 Million distributed in 497 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $39M, Apple Inc. with a value of $28.3M, Microsoft Corp with a value of $22M, Alphabet Inc. with a value of $14.9M, and Amazon Com Inc with a value of $14.9M.

Examining the 13F form we can see an increase of $32M in the current position value, from $569M to 602M.

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 $602 Million
ETFs: $199 Million
Technology: $147 Million
Financial Services: $61.3 Million
Consumer Cyclical: $37.3 Million
Communication Services: $34.7 Million
Healthcare: $33.4 Million
Industrials: $33.2 Million
Consumer Defensive: $17.1 Million
Other: $37.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.32 Million 0.39% of portfolio
49,730
Q4 2025 Reduced 0.44%
$0
$2.31 Million 0.38% of portfolio
16,882
Q4 2025 Reduced 14.35%
$235B
$2.27 Million 0.38% of portfolio
24,461
Q4 2025 Reduced 4.32%
$0
$2.21 Million 0.37% of portfolio
11,793
Q4 2025 Added 102.18%
$168B
$2.23 Million 0.37% of portfolio
26,042
Q4 2025 Added 36.5%
$0
$2.13 Million 0.35% of portfolio
56,818
Q4 2025 Reduced 52.15%
$0
$2.05 Million 0.34% of portfolio
18,476
Q4 2025 Added 90.22%
$7.28B
$2.03 Million 0.34% of portfolio
6,954
Q4 2025 Added 3.36%
$0
$2 Million 0.33% of portfolio
24,201
Q4 2025 Reduced 45.51%
$170B
$1.93 Million 0.32% of portfolio
13,189
Q4 2025 Reduced 17.54%
$0
$1.92 Million 0.32% of portfolio
75,462
Q4 2025 Reduced 52.39%
$187B
$1.9 Million 0.32% of portfolio
11,370
Q4 2025 Added 1.83%
$94.5B
$1.88 Million 0.31% of portfolio
5,452
Q4 2025 Added 20.46%
$172B
$1.86 Million 0.31% of portfolio
45,410
Q4 2025 Added 9.78%
$0
$1.88 Million 0.31% of portfolio
3,986
Q4 2025 Reduced 4.57%
$270B
$1.8 Million 0.3% of portfolio
11,298
Q4 2025 Reduced 7.31%
$183B
$1.83 Million 0.3% of portfolio
5,349
Q4 2025 Added 0.94%
$0
$1.8 Million 0.3% of portfolio
7,798
Q4 2025 Added 572.24%
$121B
$1.83 Million 0.3% of portfolio
2,178
Q4 2025 Added 8.41%
$167B
$1.72 Million 0.29% of portfolio
18,667
Q4 2025 Added 34.59%
$0
$1.76 Million 0.29% of portfolio
39,852
Q4 2025 Reduced 43.8%
$65.3B
$1.77 Million 0.29% of portfolio
22,946
Q4 2025 Reduced 4.52%
$593B
$1.69 Million 0.28% of portfolio
7,706
Q4 2025 Added 13.47%
$0
$1.67 Million 0.28% of portfolio
40,596
Q4 2025 Reduced 3.69%
$96.4B
$1.67 Million 0.28% of portfolio
13,369
Q4 2025 Added 112.68%
$181B
$1.69 Million 0.28% of portfolio
66,306
Q4 2025 Added 4.13%
$190B
$1.7 Million 0.28% of portfolio
17,289
Q4 2025 Added 1.88%
$0
$1.59 Million 0.27% of portfolio
14,222
Q4 2025 Reduced 1.77%
$0
$1.65 Million 0.27% of portfolio
44,235
Q4 2025 Added 11.87%
$0
$1.6 Million 0.27% of portfolio
49,553
Q4 2025 Added 1.97%
$0
$1.58 Million 0.26% of portfolio
8,412
Q4 2025 Added 10.77%
$0
$1.56 Million 0.26% of portfolio
13,071
Q4 2025 Added 0.35%
$0
$1.52 Million 0.25% of portfolio
36,897
Q4 2025 Added 6.52%
$0
$1.49 Million 0.25% of portfolio
15,856
Q4 2025 Reduced 2.51%
$306B
$1.48 Million 0.25% of portfolio
20,885
Q4 2025 Reduced 13.11%
$222B
$1.49 Million 0.25% of portfolio
2,634
Q4 2025 Added 1.42%
$0
$1.48 Million 0.25% of portfolio
54,385
Q4 2025 Reduced 3.53%
$0
$1.42 Million 0.24% of portfolio
13,766
Q4 2025 Reduced 2.22%
$0
$1.46 Million 0.24% of portfolio
28,785
Q4 2025 Reduced 17.14%
$346B
$1.43 Million 0.24% of portfolio
9,786
Q4 2025 Added 11.36%
$0
$1.46 Million 0.24% of portfolio
5,016
Q4 2025 Reduced 5.86%
$159B
$1.43 Million 0.24% of portfolio
2,918
Q4 2025 Added 45.1%
$3.48B
$1.42 Million 0.24% of portfolio
39,483
Q4 2025 Added 1.18%
$115B
$1.4 Million 0.23% of portfolio
2,601
Q4 2025 Added 5.26%
$237B
$1.38 Million 0.23% of portfolio
9,042
Q4 2025 Reduced 22.86%
$2.63B
$1.38 Million 0.23% of portfolio
19,380
Q4 2024 Added 1,390.77%
$0
$1.41 Million 0.23% of portfolio
15,903
Q4 2025 Added 410.86%
$0
$1.38 Million 0.23% of portfolio
13,629
Q4 2025 Reduced 4.81%
$0
$1.34 Million 0.22% of portfolio
5,459
Q4 2025 Added 42.91%

Summary

  • Portfolio
  • No. of Stocks 497
  • Current Value $602 Million
  • Prior Value $569 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 85 stocks
  • Additional Purchases 233 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 149 stocks
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