Position in LPLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$321,396
-$8,915 QoQ
Shares Held
1,141
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#509
of 761 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BRIGHTON JONES LLC holds $23,452,491 across 17 Capital Markets names. LPLA ranks #12 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,291 | $6,362,528 | |
| 2 | SCHW |
Schwab Charles Corp
|
41,755 | $3,852,733 | |
| 3 | MS |
Morgan Stanley
|
16,168 | $3,379,758 | |
| 4 | EVR |
Evercore Inc.
|
5,630 | $1,922,307 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
28,830 | $1,805,622 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
34,653 | $1,731,956 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
9,685 | $971,211 | |
| 8 | TW |
Tradeweb Markets Inc.
|
7,502 | $747,649 |
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,396 | 1,141 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $330,311 | 1,098 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $409,208 | 1,230 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $449,589 | 1,199 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $395,839 | 1,210 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||