MATHER GROUP, LLC.

Position in LPLA — LPL Financial Holdings Inc.

CIK 1527641 CHICAGO, IL

Position in LPLA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$264,497

-$11,063 QoQ

Shares Held

939

+2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#534

of 761 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MATHER GROUP, LLC. holds $7,091,323 across 19 Capital Markets names. LPLA ranks #6 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	14,757	$3,084,803
2	GS	Goldman Sachs Group Inc	1,835	$1,855,863
3	SCHW	Schwab Charles Corp	7,944	$732,992
4	PURR	Hyperliquid Strategies Inc	44,146	$347,429
5	HOOD	Robinhood Markets, Inc.	3,396	$340,550
6	LPLA	LPL Financial Holdings Inc. This page	939	$264,497
7	IREN	IREN Ltd	3,613	$165,222
8	HLI	Houlihan Lokey, Inc.	584	$78,331

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$264,497	939	+2.5%	Shares	Sole	2026-07-27
2026-03-31	$275,560	916	0.0%	Shares	Sole	2026-04-13
2025-12-31	$327,167	916	0.0%	Shares	Sole	2026-01-13
2025-09-30	$304,744	916	0.0%	Shares	Sole	2025-10-21
2025-06-30	$343,472	916	-0.3%	Shares	Sole	2025-07-15
2025-03-31	$300,641	919	+0.3%	Shares	Sole	2025-04-25
2024-12-31	$299,083	916	+4.1%	Shares	Sole	2025-01-27
2024-09-30	$204,714	880	-1.3%	Shares	Sole	2024-10-07
2024-06-30	$249,135	892	+1.4%	Shares	Sole	2024-07-09
2024-03-31	$232,496	880	0.0%	Shares	Sole	2024-04-09
2023-12-31	$200,305	880	0.0%	Shares	Sole	2024-02-05
2023-09-30	$209,132	880	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.