LeConte Wealth Management, LLC

Position in GS — Goldman Sachs Group Inc

CIK 2060443 Maryville, TN

Position in GS

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

Position Value

$540,071

+$48,551 QoQ

Shares Held

534

-8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#2,130

of 3,125 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LeConte Wealth Management, LLC holds $1,677,197 across 4 Capital Markets names. GS ranks #1 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	534	$540,071
2	HOOD	Robinhood Markets, Inc.	5,047	$506,113
3	MS	Morgan Stanley	1,999	$417,870
4	SCHW	Schwab Charles Corp	2,310	$213,143

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$540,071	534	-8.1%	Shares	Sole	2026-08-07
2026-03-31	$491,520	581	+4.5%	Shares	Sole	2026-05-12
2025-12-31	$488,724	556	+15.1%	Shares	Sole	2026-01-15
2025-09-30	$384,637	483	-1.8%	Shares	Sole	2025-10-16
2025-06-30	$348,213	492	—	Shares	Sole	2025-07-15
No filing history on record for this holder in this stock.