Golden State Equity Partners
Golden State Equity Partners, LLC is an SEC-registered investment adviser founded in 2013 and headquartered in South Coast Metro, California. The firm provides a comprehensive support platform for independent wealth advisors nationwide, offering services such as flexible affiliation models, asset management programs, technology resources, compliance oversight, and succession planning. Golden State serves both individual investors and institutions through a national network of advisors, with a focus on enabling advisors to deliver personalized financial planning, portfolio management, and consulting. The firm employs between 50 and 200 professionals and currently manages over $700 million in assets for clients.
Investment Strategy
Golden State Equity Partners offers a flexible and comprehensive suite of investment advisory services that include discretionary and non-discretionary asset allocation, utilizing individual stocks, bonds, ETFs, options, mutual funds, as well as public and private securities. Their strategies include diversified, actively managed mutual fund and ETF models for growth and efficiency, ESG and tax-smart portfolios, rules-based tactical momentum strategies, direct indexing, custom SMA strategies, and alternative investment access. The firm’s philosophy centers on tailoring solutions to client needs, offering financial planning, portfolio management, and risk assessment, with a strong technology and compliance infrastructure supporting advisor independence and scalable growth.
Top Holdings
Equity Positions (442)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.42% | $38.1M | 204,164 | $135.26 | $186.58 | +$5.3M |
A AAPL | APPLE INC | 4.39% | $26.0M | 102,263 | $247.32 | $254.63 | +$4.9M |
M MSFT | MICROSOFT CORP | 3.70% | $21.9M | 42,360 | $432.33 | $517.95 | +$2.0M |
A AMZN | AMAZON COM INC | 2.15% | $12.7M | 58,019 | $214.87 | $219.57 | +$113.6K |
G GOOGL | ALPHABET INC | 2.09% | $12.4M | 50,987 | $185.97 | $243.10 | +$3.2M |