Stock Taper 
GOLDEN STATE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Palo Alto Networks, Inc. | PANW | 8.66K | $2.95M |
 The Boeing Company | BA | 8.64K | $1.87M |
 AST SpaceMobile, Inc. | ASTS | 8.63K | $767.04K |
 The Williams Companies, Inc. | WMB | 8.29K | $616.41K |
 NextEra Energy, Inc. | NEE | 8.02K | $703.52K |
 Barings BDC, Inc. | BBDC | 7.98K | $67.97K |
 American Financial Group, Inc. | AFG | 7.5K | $1.05M |
 Visa Inc. | V | 7.48K | $2.57M |
 Joby Aviation, Inc. | JOBY | 7.45K | $66.45K |
 Mitsubishi UFJ Financial Group, Inc. | MUFG | 7.32K | $145.51K |
 Haleon plc | HLN | 7.28K | $67.92K |
 NIKE, Inc. | NKE | 7.13K | $292.8K |
 Knife River Corporation | KNF | 7.12K | $595.84K |
 Bitmine Immersion Technologies, Inc. | BMNR | 7.12K | $94.74K |
 AT&T Inc. | T | 7.11K | $147.13K |
 USA Rare Earth Inc | USAR | 7K | $151.06K |
 Berkshire Hathaway Inc. | BRK-B | 6.91K | $3.46M |
 Annaly Capital Management, Inc. | NLY | 6.91K | $154.44K |
 Public Service Enterprise Group Incorporated | PEG | 6.87K | $557.57K |
 Merck & Co., Inc. | MRK | 6.79K | $872.59K |