
GOLDEN STATE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | BRK-B | 6K | $3.03M |
![]() | REAX | 6K | $25.08K |
![]() | OSCR | 6K | $110.74K |
![]() | CSCO | 6K | $395.44K |
![]() | RTX | 6K | $950.61K |
![]() | BA | 6K | $1.22M |
![]() | NLY | 5K | $109.28K |
![]() | BKSY | 5K | $108.81K |
![]() | JOBY | 5K | $86.35K |
![]() | VRT | 5K | $787.59K |
![]() | DELL | 5K | $739.48K |
![]() | GVA | 5K | $569.75K |
![]() | MO | 5K | $335.49K |
![]() | KO | 5K | $331.28K |
![]() | JNJ | 5K | $912.53K |
![]() | WFC | 5K | $410.74K |
![]() | ANET | 5K | $706.41K |
![]() | IBRX | 5K | $11.56K |
![]() | ARCC | 5K | $94.50K |
![]() | DUK | 5K | $563.71K |

Berkshire Hathaway Inc.
BRK-B
Shares Held
6K
Value
$3.03M

The Real Brokerage Inc.
REAX
Shares Held
6K
Value
$25.08K

Oscar Health, Inc.
OSCR
Shares Held
6K
Value
$110.74K

Cisco Systems, Inc.
CSCO
Shares Held
6K
Value
$395.44K

RTX Corporation
RTX
Shares Held
6K
Value
$950.61K

The Boeing Company
BA
Shares Held
6K
Value
$1.22M

Annaly Capital Management, Inc.
NLY
Shares Held
5K
Value
$109.28K

BlackSky Technology Inc.
BKSY
Shares Held
5K
Value
$108.81K

Joby Aviation, Inc.
JOBY
Shares Held
5K
Value
$86.35K

Vertiv Holdings Co
VRT
Shares Held
5K
Value
$787.59K

Dell Technologies Inc.
DELL
Shares Held
5K
Value
$739.48K

Granite Construction Incorporated
GVA
Shares Held
5K
Value
$569.75K

Altria Group, Inc.
MO
Shares Held
5K
Value
$335.49K

The Coca-Cola Company
KO
Shares Held
5K
Value
$331.28K

Johnson & Johnson
JNJ
Shares Held
5K
Value
$912.53K

Wells Fargo & Company
WFC
Shares Held
5K
Value
$410.74K

Arista Networks, Inc.
ANET
Shares Held
5K
Value
$706.41K

ImmunityBio, Inc.
IBRX
Shares Held
5K
Value
$11.56K

Ares Capital Corporation
ARCC
Shares Held
5K
Value
$94.50K

Duke Energy Corporation
DUK
Shares Held
5K
Value
$563.71K
