Malaga Cove Capital, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1603001 PV ESTATES, CA

Position in LPLA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$468,715

+$222,937 QoQ

Shares Held

1,664

+103.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#465

of 761 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Malaga Cove Capital, LLC holds $7,717,440 across 5 Capital Markets names. LPLA ranks #5 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	47,451	$4,378,303
2	GS	Goldman Sachs Group Inc	1,210	$1,223,757
3	TW	Tradeweb Markets Inc.	8,397	$836,845
4	IBKR	Interactive Brokers Group, Inc.	9,304	$809,820
5	LPLA	LPL Financial Holdings Inc. This page	1,664	$468,715

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$468,715	1,664	+103.7%	Shares	Sole	2026-07-24
2026-03-31	$245,778	817	-1.0%	Shares	Sole	2026-05-07
2025-12-31	$294,665	825	+6.5%	Shares	Sole	2026-02-09
2025-09-30	$257,834	775	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.