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Goldman Sachs shares owned by SpringVest Wealth Management

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

Historical chart of SpringVest Wealth Management investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Goldman Sachs by SpringVest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $217k 247 878.79

More positions owned by SpringVest Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Electric Power Company (AEP)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for SpringVest Wealth Management

Top funds holding Goldman Sachs

Vanguard Group
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