Composition Wealth, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1585859 LOS ANGELES, CA

Position in GS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$23,399,056

+$4,148,554 QoQ

Shares Held

23,136

+1.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#422

of 3,124 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Composition Wealth, LLC holds $34,498,339 across 5 Capital Markets names. GS ranks #1 (67.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	23,136	$23,399,056
2	MS	Morgan Stanley	21,805	$4,558,117
3	SCHW	Schwab Charles Corp	43,965	$4,056,650
4	HOOD	Robinhood Markets, Inc.	22,112	$2,217,391
5	IBKR	Interactive Brokers Group, Inc.	3,069	$267,125

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,399,056	23,136	+1.7%	Shares	Sole	2026-07-22
2026-03-31	$19,250,502	22,755	+1.3%	Shares	Sole	2026-04-08
2025-12-31	$19,742,340	22,460	+4.0%	Shares	Sole	2026-02-02
2025-09-30	$17,196,381	21,594	+0.3%	Shares	Sole	2025-10-20
2025-06-30	$15,233,611	21,524	+10.6%	Shares	Sole	2025-07-22
2025-03-31	$10,630,803	19,460	+30.3%	Shares	Sole	2025-04-14
2024-12-31	$8,550,361	14,932	+149.2%	Shares	Sole	2025-01-13
2024-09-30	$2,966,204	5,991	+9.4%	Shares	Sole	2024-10-07
2024-06-30	$2,477,808	5,478	-4.8%	Shares	Sole	2024-07-18
2024-03-31	$2,403,388	5,754	+1.0%	Shares	Sole	2024-04-18
2023-12-31	$2,197,345	5,696	-5.5%	Shares	Sole	2024-01-22
2023-09-30	$1,950,479	6,028	-1.4%	Shares	Sole	2023-10-25
2023-06-30	$1,971,364	6,112	-11.1%	Shares	Sole	2023-07-13
2023-03-31	$2,247,899	6,872	-0.8%	Shares	Sole	2023-04-20
2022-12-31	$2,378,593	6,927	+13.6%	Shares	Sole	2023-01-20
2022-09-30	$1,787,605	6,100	+42.4%	Shares	Sole	2022-10-24
2022-06-30	$1,272,136	4,283	+14.3%	Shares	Sole	2022-07-15
2022-03-31	$1,236,884	3,747	-33.8%	Shares	Sole	2022-04-25
2021-12-31	$2,165,233	5,660	+250.7%	Shares	Sole	2022-01-18
2021-09-30	$610,140	1,614	+13.8%	Shares	Sole	2021-11-01
2021-06-30	$538,173	1,418	+41.5%	Shares	Sole	2021-07-28
2021-03-31	$327,654	1,002	-55.6%	Shares	Sole	2021-04-29
2020-06-30	$446,225	2,258	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.