Position in LPLA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$23,379
-$3,695 QoQ
Shares Held
83
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#645
of 761 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $6,565,681 across 24 Capital Markets names. LPLA ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,870 | $2,902,631 | |
| 2 | SCHW |
Schwab Charles Corp
|
23,357 | $2,155,150 | |
| 3 | WULF |
Terawulf Inc.
|
30,000 | $741,000 | |
| 4 | MS |
Morgan Stanley
|
2,607 | $544,967 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
593 | $59,466 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
83 | $23,379 | |
| 7 | NMR |
Nomura Holdings Inc
|
2,303 | $20,220 | |
| 8 | SF |
Stifel Financial Corp
|
205 | $14,302 |
All Filings in LPLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,379 | 83 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $27,074 | 90 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $30,716 | 86 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $22,290 | 67 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $25,122 | 67 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $22,245 | 68 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $21,549 | 66 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $15,353 | 66 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $18,154 | 65 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $17,173 | 65 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $14,795 | 65 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $15,447 | 65 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $14,132 | 65 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $14,572 | 72 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $16,645 | 77 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,696 | 81 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $16,049 | 87 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $10,047 | 55 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,361 | 21 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||