Retirement Planning Group, LLC
PensionPosition in LPLA — LPL Financial Holdings Inc.
CIK 1508195
LEAWOOD, KS
Position in LPLA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$514,066
-$53,901 QoQ
Shares Held
1,825
-3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#449
of 761 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Retirement Planning Group, LLC holds $3,673,676 across 6 Capital Markets names. LPLA ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
15,778 | $1,455,836 | |
| 2 | MS |
Morgan Stanley
|
3,968 | $829,470 | |
| 3 | GS |
Goldman Sachs Group Inc
|
616 | $623,003 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
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|
1,825 | $514,066 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,469 | $214,901 | |
| 6 | HIVE |
HIVE Digital Technologies Ltd.
|
10,000 | $36,400 |
All Filings in LPLA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,066 | 1,825 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $567,967 | 1,888 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $698,981 | 1,957 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $605,495 | 1,820 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||