Dynasty Wealth Management, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1727599 ST. PETERSBURG, FL

Position in GS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,944,098

+$468,732 QoQ

Shares Held

2,911

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,151

of 3,125 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Dynasty Wealth Management, LLC holds $11,564,932 across 7 Capital Markets names. GS ranks #2 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	17,058	$3,565,804
2	GS	Goldman Sachs Group Inc This page	2,911	$2,944,098
3	LPLA	LPL Financial Holdings Inc.	6,598	$1,858,524
4	SCHW	Schwab Charles Corp	16,225	$1,497,080
5	NMR	Nomura Holdings Inc	93,798	$823,546
6	FUTU	Futu Holdings Ltd	5,250	$492,135
7	HLI	Houlihan Lokey, Inc.	2,861	$383,745

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,944,098	2,911	-0.5%	Shares	Sole	2026-08-13
2026-03-31	$2,475,366	2,926	-2.1%	Shares	Sole	2026-05-14
2025-12-31	$2,628,210	2,990	+11.4%	Shares	Sole	2026-02-10
2025-09-30	$2,138,199	2,685	+83.2%	Shares	Sole	2025-10-29
2025-06-30	$1,037,561	1,466	-24.1%	Shares	Sole	2025-08-05
2025-03-31	$1,054,885	1,931	-1.4%	Shares	Sole	2025-05-02
2024-12-31	$1,121,762	1,959	-8.0%	Shares	Sole	2025-02-05
2024-09-30	$1,054,584	2,130	-21.8%	Shares	Sole	2024-11-12
2024-06-30	$1,232,119	2,724	+6.9%	Shares	Sole	2024-08-12
2024-03-31	$1,064,274	2,548	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.