UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

Position in GS — Goldman Sachs Group Inc

CIK 2011649 PITTSBURGH, PA

Position in GS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$213,399

New position

Shares Held

211

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,816

of 3,125 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC holds $968,874 across 3 Capital Markets names. GS ranks #3 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	1,814	$379,198
2	SCHW	Schwab Charles Corp	4,078	$376,277
3	GS	Goldman Sachs Group Inc This page	211	$213,399

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,399	211	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.