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Equibles

DIVERSIFY WEALTH MANAGEMENT, LLC

Position in GS — Goldman Sachs Group Inc

CIK 2030780 SANDY, UT
Back to GS Full portfolio

Position in GS

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$6,952,157
+$1,573,353 QoQ
Shares Held
6,874
+8.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#805
of 3,146 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in GS Over Time

Shares Held

Position Value (USD)

Derivatives in GS

reported options exposure · as of Jun 30, 2026
CallValue
$101,137
CallShares
100
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $27,546,888 across 17 Capital Markets names. GS ranks #1 (25.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
This page 		6,874 $6,952,157
2 MS
Morgan Stanley
 17,538 $3,666,143
3 SCHW
Schwab Charles Corp
 37,110 $3,424,139
4 HOOD
Robinhood Markets, Inc.
 31,704 $3,179,277
5 VIRT
Virtu Financial, Inc.
 44,125 $2,628,526
6 PJT
PJT Partners Inc.
 15,424 $2,328,098
7 CLSK
Cleanspark, Inc.
 88,702 $1,290,614
8 MC
Moelis & Co
 14,462 $946,104

All Filings in GS

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,952,157 6,874
2026-06-30 $101,137 100
2026-03-31 $906 100
2026-03-31 $5,378,804 6,358
2025-12-31 $1,243,785 1,415
2025-09-30 $1,149,929 1,444
2025-06-30 $960,416 1,357
2025-03-31 $766,444 1,403
2024-12-31 $814,265 1,422