Segment Wealth Management, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1575581 HOUSTON, TX

Position in LPLA

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,815,391

+$48,658 QoQ

Shares Held

9,995

+8.7% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#267

of 761 holders

Holding Since

Mar 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Segment Wealth Management, LLC holds $26,290,661 across 4 Capital Markets names. LPLA ranks #2 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	22,204	$22,456,459
2	LPLA	LPL Financial Holdings Inc. This page	9,995	$2,815,391
3	MS	Morgan Stanley	3,825	$799,578
4	SCHW	Schwab Charles Corp	2,376	$219,233

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,815,391	9,995	+8.7%	Shares	Sole	2026-07-16
2026-03-31	$2,766,733	9,197	-70.2%	Shares	Sole	2026-04-20
2024-06-30	$8,611,377	30,832	+51.3%	Shares	Sole	2024-07-23
2024-03-31	$5,384,660	20,381	+40.1%	Shares	Sole	2024-04-24
2023-12-31	$3,310,277	14,543	-52.8%	Shares	Sole	2024-01-26
2023-09-30	$7,328,413	30,837	+2.6%	Shares	Sole	2023-10-25
2023-06-30	$6,536,380	30,062	+0.1%	Shares	Sole	2023-08-22
2023-03-31	$6,079,691	30,038	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.