FSM Wealth Advisors, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1942548 CLEVELAND, OH

Position in GS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$712,004

+$169,725 QoQ

Shares Held

704

+9.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,960

of 3,123 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $1,820,088 across 4 Capital Markets names. GS ranks #1 (39.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	704	$712,004
2	SCHW	Schwab Charles Corp	5,204	$480,173
3	MS	Morgan Stanley	2,041	$426,650
4	HOOD	Robinhood Markets, Inc.	2,007	$201,261

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$712,004	704	+9.8%	Shares	Sole	2026-07-15
2026-03-31	$542,279	641	+2.4%	Shares	Sole	2026-04-27
2025-12-31	$550,254	626	+19.7%	Shares	Sole	2026-01-23
2025-09-30	$416,491	523	+14.9%	Shares	Sole	2025-10-17
2025-06-30	$322,026	455	+16.1%	Shares	Sole	2025-07-31
2025-03-31	$214,145	392	-8.6%	Shares	Sole	2025-04-28
2024-12-31	$245,653	429	+4.6%	Shares	Sole	2025-01-24
2024-09-30	$202,995	410	—	Shares	Sole	2024-10-30
No filing history on record for this holder in this stock.