Stratos Wealth Partners, LTD.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1612865
BEACHWOOD, OH
Position in LPLA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$627,230
-$112,111 QoQ
Shares Held
2,085
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Stratos Wealth Partners, LTD. holds $61,783,395 across 12 Capital Markets names. LPLA ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAKA |
Nakamoto Inc.
|
4,473,285 | $39,543,839 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,722 | $8,224,714 | |
| 3 | SCHW |
Schwab Charles Corp
|
59,354 | $5,578,088 | |
| 4 | MS |
Morgan Stanley
|
27,006 | $4,444,377 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
19,668 | $1,362,992 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
2,085 | $627,230 | |
| 7 | HUT |
Hut 8 Corp.
|
11,949 | $560,527 | |
| 8 | SF |
Stifel Financial Corp
|
6,541 | $483,510 |
All Filings in LPLA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $627,230 | 2,085 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $739,341 | 2,070 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $697,318 | 2,096 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $794,936 | 2,120 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $681,432 | 2,083 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $733,667 | 2,247 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $614,608 | 2,642 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $787,067 | 2,818 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $733,419 | 2,776 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $614,346 | 2,699 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $649,735 | 2,734 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $609,456 | 2,803 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $531,097 | 2,624 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $592,305 | 2,740 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $598,635 | 2,740 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $506,213 | 2,744 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $476,064 | 2,606 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $354,279 | 2,213 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $357,099 | 2,278 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $351,487 | 2,604 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $385,253 | 2,710 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $302,654 | 2,904 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||