SMART Wealth LLC

Position in GS — Goldman Sachs Group Inc

CIK 2044723 Omaha, NE

Position in GS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$220,478

-$32,473 QoQ

Shares Held

218

-27.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,798

of 3,125 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SMART Wealth LLC holds $1,756,619 across 4 Capital Markets names. GS ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	4,907	$1,025,759
2	SNEX	StoneX Group Inc.	3,442	$271,957
3	SCHW	Schwab Charles Corp	2,584	$238,425
4	GS	Goldman Sachs Group Inc This page	218	$220,478

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,478	218	-27.1%	Shares	Sole	2026-08-06
2026-03-31	$252,951	299	-64.4%	Shares	Sole	2026-04-23
2025-12-31	$737,481	839	-38.3%	Shares	Sole	2026-01-26
2025-09-30	$1,083,036	1,360	-8.2%	Shares	Sole	2025-11-07
2025-03-31	$809,601	1,482	—	Shares	Sole	2025-04-29
No filing history on record for this holder in this stock.