Position in LPLA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$587,021
-$122,035 QoQ
Shares Held
2,084
-11.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#439
of 761 holders
Holding Since
Mar 2021
22 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, 2026LVW Advisors, LLC holds $6,225,700 across 6 Capital Markets names. LPLA ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,090 | $2,113,763 | |
| 2 | MS |
Morgan Stanley
|
8,532 | $1,783,529 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
11,086 | $964,925 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
2,084 | $587,021 | |
| 5 | SCHW |
Schwab Charles Corp
|
5,747 | $530,275 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2,455 | $246,187 |
All Filings in LPLA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,021 | 2,084 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $709,056 | 2,357 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,097,940 | 3,074 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,119,501 | 3,365 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,389,263 | 3,705 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,282,061 | 3,919 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,361,873 | 4,171 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $950,991 | 4,088 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,002,407 | 3,589 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $857,329 | 3,245 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $724,742 | 3,184 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $751,686 | 3,163 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $761,222 | 3,501 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $708,602 | 3,501 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $772,807 | 3,575 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,122,550 | 5,138 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $975,899 | 5,290 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $921,985 | 5,047 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $889,620 | 5,557 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $874,564 | 5,579 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $736,720 | 5,458 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $867,886 | 6,105 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||