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Summit Wealth Partners »

Goldman Sachs shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Goldman Sachs by Summit Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$452k	534	845.99

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)

Ishares Tr Rus 1000 Grw Etf (IWF)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Blackrock Etf Trust Ii Ishares Flexible (BINC)

Ishares Tr Core Us Aggbd Et (AGG)

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

Ishares Tr Msci Usa Min Vol (USMV)

Ishares Tr Ishs 1-5yr Invs (IGSB)

Ishares Tr Core Univrsl Usd (IUSB)

Ishares Tr Ishs 5-10yr Invt (IGIB)

Brown & Brown (BRO)

Ishares Tr Core Msci Eafe (IEFA)

Vanguard Whitehall Fds High Div Yld (VYM)

Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Summit Wealth Partners

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