ANGELES WEALTH MANAGEMENT, LLC
Position in GS — Goldman Sachs Group Inc
CIK 1929170
SANTA MONICA, CA
Position in GS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,909,466
+$445,058 QoQ
Shares Held
1,888
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,368
of 3,125 holders
Holding Since
Sep 2024
8 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $8,410,197 across 8 Capital Markets names. GS ranks #1 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
1,888 | $1,909,466 | |
| 2 | EVR |
Evercore Inc.
|
4,894 | $1,671,007 | |
| 3 | MS |
Morgan Stanley
|
7,661 | $1,601,455 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
13,620 | $1,365,813 | |
| 5 | SCHW |
Schwab Charles Corp
|
13,252 | $1,222,762 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
17,000 | $522,070 | |
| 7 | NMR |
Nomura Holdings Inc
|
12,226 | $107,344 | |
| 8 | DEFT |
Defi Technologies, Inc.
|
20,000 | $10,280 |
All Filings in GS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,909,466 | 1,888 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,464,408 | 1,731 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,536,492 | 1,748 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $713,529 | 896 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $614,327 | 868 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $335,968 | 615 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $380,792 | 665 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $252,506 | 510 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||