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Peak Retirement Planning »

Goldman Sachs shares owned by Peak Retirement Planning

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

Historical chart of Peak Retirement Planning investment in Goldman Sachs

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

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Quarterly reported holdings in Goldman Sachs by Peak Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$267k	264	1011.95

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond ETF Exchange Traded Fund (SGOV)

Invesco QQQ Trust, Series 1 Exchange Traded Fund (QQQ)

Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)

Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)

State Street Health Care Select Sector SPDR ETF Exchange Traded Fund (XLV)

Vanguard Morningstar Small-Cap Growth ETF Exchange Traded Fund (VBK)

State Street Energy Select Sector SPDR ETF Exchange Traded Fund (XLE)

State Street Consumer Discretionary Select Sector SPDR ETF Exchange Traded Fund (XLY)

State Street Real Estate Select Sector SPDR ETF Exchange Traded Fund (XLRE)

State Street Communication Services Select Sector SPDR ETF Exchange Traded Fund (XLC)

Vanguard Morningstar Small-Cap Value ETF Exchange Traded Fund (VBR)

Vanguard Morningstar Value ETF Exchange Traded Fund (VTV)

Vanguard Morningstar Growth ETF Exchange Traded Fund (VUG)

Vanguard Morningstar Mid-Cap Value ETF Exchange Traded Fund (VOE)

Vanguard S&P 500 ETF Exchange Traded Fund (VOO)

View all positions for Peak Retirement Planning

Top funds holding Goldman Sachs

State Street Corporation

Vanguard Capital Management

Susquehanna International

Jpmorgan Chase & Co

Vanguard Portfolio Management

Fisher Investments

Geode Capital Management

Bank of America Corporation

Citadel Advisors

Capital World Investors

View all funds holding Goldman Sachs

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