Pacific Excel Wealth Advisors »

Goldman Sachs shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel Wealth Advisors investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Goldman Sachs by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $983k 972 1011.37

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding Goldman Sachs

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

View all funds holding Goldman Sachs