Accurate Wealth Management, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1877728
WESLEY CHAPEL, FL
Position in GS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,182,536
+$1,026,914 QoQ
Shares Held
2,158
+58.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,300
of 3,125 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Accurate Wealth Management, LLC holds $5,605,979 across 6 Capital Markets names. GS ranks #1 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
2,158 | $2,182,536 | |
| 2 | MS |
Morgan Stanley
|
6,808 | $1,423,144 | |
| 3 | GLXY |
Galaxy Digital Inc.
|
21,681 | $592,758 | |
| 4 | SCHW |
Schwab Charles Corp
|
5,986 | $552,328 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,030 | $504,408 | |
| 6 | PURR |
Hyperliquid Strategies Inc
|
44,575 | $350,805 |
All Filings in GS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,182,536 | 2,158 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,155,622 | 1,366 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,194,561 | 1,359 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,057,552 | 1,328 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $801,880 | 1,133 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $347,440 | 636 | Shares | Sole | 2025-04-15 | |
| 2022-12-31 | $30,217 | 88 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||