Biltmore Family Office, LLC

Family Office

Position in GS — Goldman Sachs Group Inc

CIK 1731123 CHARLOTTE, NC

Position in GS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$8,194,119

+$1,027,738 QoQ

Shares Held

8,102

-4.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#739

of 3,125 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Biltmore Family Office, LLC holds $10,420,796 across 4 Capital Markets names. GS ranks #1 (78.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	8,102	$8,194,119
2	FIGR	Figure Technology Solutions, Inc.	34,314	$1,053,782
3	MS	Morgan Stanley	3,128	$653,877
4	SCHW	Schwab Charles Corp	5,625	$519,018

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,194,119	8,102	-4.4%	Shares	Sole	2026-08-12
2026-03-31	$7,166,381	8,471	-7.1%	Shares	Sole	2026-05-11
2025-12-31	$8,012,964	9,116	-6.3%	Shares	Sole	2026-02-04
2025-09-30	$7,743,707	9,724	+577.2%	Shares	Sole	2025-10-31
2025-06-30	$1,016,329	1,436	-6.5%	Shares	Sole	2025-08-01
2025-03-31	$839,101	1,536	+0.2%	Shares	Sole	2025-05-12
2024-12-31	$877,826	1,533	0.0%	Shares	Sole	2025-02-12
2024-09-30	$759,003	1,533	-6.0%	Shares	Sole	2024-11-12
2024-06-30	$737,281	1,630	+1.4%	Shares	Sole	2024-08-07
2024-03-31	$671,227	1,607	+4.8%	Shares	Sole	2024-05-14
2023-12-31	$591,385	1,533	0.0%	Shares	Sole	2024-02-14
2023-09-30	$496,032	1,533	+0.3%	Shares	Sole	2023-11-14
2023-06-30	$493,163	1,529	-0.6%	Shares	Sole	2023-08-07
2023-03-31	$503,422	1,539	+0.1%	Shares	Sole	2023-05-12
2022-12-31	$527,775	1,537	+1.3%	Shares	Sole	2023-02-07
2022-09-30	$444,556	1,517	+1.1%	Shares	Sole	2022-11-10
2022-06-30	$445,530	1,500	-0.6%	Shares	Sole	2022-08-04
2022-03-31	$498,120	1,509	0.0%	Shares	Sole	2022-05-12
2021-12-31	$577,267	1,509	-22.8%	Shares	Sole	2022-02-11
2021-09-30	$739,048	1,955	+29.6%	Shares	Sole	2021-11-12
2021-06-30	$572,710	1,509	+0.6%	Shares	Sole	2021-07-30
2021-03-31	$490,500	1,500	0.0%	Shares	Sole	2021-05-12
2020-12-31	$395,565	1,500	0.0%	Shares	Sole	2021-02-09
2020-09-30	$301,455	1,500	0.0%	Shares	Sole	2020-11-12
2020-06-30	$296,430	1,500	0.0%	Shares	Sole	2020-08-05
2020-03-31	$231,885	1,500	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.