Empowered Funds, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1592828 NEWTOWN SQUARE, PA

Position in LPLA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$7,321,897

+$766,401 QoQ

Shares Held

24,339

+32.6% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Empowered Funds, LLC holds $170,328,534 across 26 Capital Markets names. LPLA ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	59,672	$50,481,907
2	MS	Morgan Stanley	252,788	$41,601,312
3	SCHW	Schwab Charles Corp	205,719	$19,333,466
4	GOLD	Gold.com, Inc.	277,029	$11,103,321
5	LPLA	LPL Financial Holdings Inc. This page	24,339	$7,321,897
6	HOOD	Robinhood Markets, Inc.	98,580	$6,831,592
7	MC	Moelis & Co	96,426	$5,496,282
8	VIRT	Virtu Financial, Inc.	106,775	$4,695,962

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,321,897	24,339	+32.6%	Shares	Other	2026-05-15
2025-12-31	$6,555,496	18,354	-52.3%	Shares	Other	2026-02-18
2025-09-30	$12,792,926	38,453	+121.4%	Shares	Other	2025-11-13
2025-06-30	$6,512,852	17,369	+51.1%	Shares	Other	2025-08-11
2025-03-31	$3,759,818	11,493	-5.1%	Shares	Other	2025-05-16
2024-12-31	$3,955,667	12,115	-15.2%	Shares	Sole	2025-01-28
2024-09-30	$3,323,117	14,285	+49.1%	Shares	Other	2024-11-06
2024-06-30	$2,676,529	9,583	+100.1%	Shares	Other	2024-07-30
2024-03-31	$1,265,253	4,789	+403.0%	Shares	Other	2024-05-07
2023-12-31	$216,693	952	-93.7%	Shares	Sole	2024-02-14
2022-12-31	$3,246,224	15,017	+6.3%	Shares	Sole	2023-02-21
2022-09-30	$3,085,373	14,122	—	Shares	Sole	2022-11-04
No filing history on record for this holder in this stock.