LVW Advisors, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1576053 PITTSFORD, NY

Position in GS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,113,763

+$594,365 QoQ

Shares Held

2,090

+16.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,306

of 3,113 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LVW Advisors, LLC holds $6,225,700 across 6 Capital Markets names. GS ranks #1 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	2,090	$2,113,763
2	MS	Morgan Stanley	8,532	$1,783,529
3	IBKR	Interactive Brokers Group, Inc.	11,086	$964,925
4	LPLA	LPL Financial Holdings Inc.	2,084	$587,021
5	SCHW	Schwab Charles Corp	5,747	$530,275
6	HOOD	Robinhood Markets, Inc.	2,455	$246,187

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,113,763	2,090	+16.4%	Shares	Sole	2026-07-15
2026-03-31	$1,519,398	1,796	+41.1%	Shares	Sole	2026-04-20
2025-12-31	$1,118,967	1,273	+29.9%	Shares	Sole	2026-01-14
2025-09-30	$780,423	980	-3.6%	Shares	Sole	2025-10-20
2025-06-30	$719,781	1,017	-8.3%	Shares	Sole	2025-07-17
2025-03-31	$605,835	1,109	-0.7%	Shares	Sole	2025-04-09
2024-12-31	$639,616	1,117	-9.1%	Shares	Sole	2025-01-16
2024-09-30	$608,490	1,229	-8.2%	Shares	Sole	2024-10-09
2024-06-30	$605,656	1,339	+17.6%	Shares	Sole	2024-07-15
2024-03-31	$475,748	1,139	+29.0%	Shares	Sole	2024-04-18
2023-12-31	$340,634	883	+35.0%	Shares	Sole	2024-01-16
2023-09-30	$211,614	654	+9.0%	Shares	Sole	2023-10-11
2022-12-31	$206,028	600	+10.3%	Shares	Sole	2023-01-19
2021-12-31	$208,107	544	-7.3%	Shares	Sole	2022-01-26
2021-09-30	$221,903	587	+2.8%	Shares	Sole	2021-11-02
2021-06-30	$216,711	571	—	Shares	Sole	2021-07-15
No filing history on record for this holder in this stock.