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Goldman Sachs shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

All positions including Goldman Sachs held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $268k 265 1011.37

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard World Mega Cap Val Etf (MGV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Mbs Etf (MBB)

View all positions for Bernardo Wealth Planning

Top funds holding Goldman Sachs

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Jane Street
FMR
Northern Trust
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View all funds holding Goldman Sachs