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Goldman Sachs shares owned by ORBA Wealth Advisors

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

Historical chart of ORBA Wealth Advisors investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Goldman Sachs by ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $249k 246 1011.37
2025-09-30 $216k 271 796.35

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Apple (AAPL)
Ssga Active Etf Tr St Str Ul Bd Etf (ULST)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)
Ssga Active Tr St Str Black Etf (HYBL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for ORBA Wealth Advisors

Top funds holding Goldman Sachs

BlackRock
State Street Corporation
Vanguard Capital Management
Susquehanna International
Jpmorgan Chase & Co
Vanguard Portfolio Management
Fisher Investments
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Citadel Advisors
Jane Street
FMR
Northern Trust
Capital World Investors

View all funds holding Goldman Sachs