Position in GS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$231,603
+$39,564 QoQ
Shares Held
229
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#2,760
of 3,124 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $319,964 across 24 Capital Markets names. GS ranks #1 (72.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
229 | $231,603 | |
| 2 | SCHW |
Schwab Charles Corp
|
383 | $35,339 | |
| 3 | MS |
Morgan Stanley
|
143 | $29,892 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
87 | $8,724 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
38 | $3,307 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
8 | $2,253 | |
| 7 | GOLD |
Gold.com, Inc.
|
53 | $2,205 | |
| 8 | NMR |
Nomura Holdings Inc
|
250 | $2,195 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,603 | 229 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $192,039 | 227 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $197,775 | 225 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $50,170 | 63 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $106,162 | 150 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $27,860 | 51 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $40,656 | 71 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $34,162 | 69 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $40,256 | 89 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $28,820 | 69 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $32,404 | 84 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $27,179 | 84 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $27,093 | 84 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $27,477 | 84 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $28,843 | 84 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $20,806 | 71 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $21,088 | 71 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $23,437 | 71 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $33,664 | 88 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $39,693 | 105 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $35,675 | 94 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $31,719 | 97 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $24,261 | 92 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $15,675 | 78 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $7,904 | 40 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $6,183 | 40 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||