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SMART Wealth LLC

SEC CIK
0002044723
Latest filing
Aug 5, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by SMART 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)
218
Value
$220.3K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2025
Holdings of GS by SMART Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026218$220.3K<0.1%−81−27.1%ReducedHolders
Q1 2026299$253.1K0.1%−540−64.4%ReducedHolders
Q4 2025839$737.8K0.2%−521−38.3%ReducedHolders
Q3 20251,360$1.08M0.4%+1,360NewHolders
Q2 20250$00.0%−1,482−100.0%Sold outHolders
Q1 20251,482$809.8K0.3%+1,482NewHolders