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Simplicity Wealth,LLC

SEC CIK
0001913243
Latest filing
Aug 6, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Simplicity Wealth,LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GS overviewAll 13F holders of GSFull Q2 2026 holdings

Shares (Q2 2026)
16,051
Value
$16.2M
% of portfolio
0.5%
Quarters held
10
Since Q1 2024
Holdings of GS by Simplicity Wealth,LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,051$16.2M0.5%+13,867+634.9%AddedHolders
Q1 20262,184$1.85M0.1%+119+5.8%AddedHolders
Q4 20252,065$1.81M0.1%+120+6.2%AddedHolders
Q3 20251,945$1.55M0.1%−627−24.4%ReducedHolders
Q2 20252,572$1.82M0.1%+120+4.9%AddedHolders
Q1 20252,452$1.34M0.1%+1,328+118.1%AddedHolders
Q4 20241,124$643.7K0.1%+125+12.5%AddedHolders
Q3 2024999$494.2K<0.1%−11,842−92.2%ReducedHolders
Q2 202412,841$5.81M0.1%+538+4.4%AddedHolders
Q1 202412,303$5.14M0.1%+12,303NewHolders