RAFFA WEALTH MANAGEMENT, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1631073
WASHINGTON, DC
Position in LPLA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,253
+$749 QoQ
Shares Held
8
+60.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#722
of 761 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $319,964 across 24 Capital Markets names. LPLA ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
229 | $231,603 | |
| 2 | SCHW |
Schwab Charles Corp
|
383 | $35,339 | |
| 3 | MS |
Morgan Stanley
|
143 | $29,892 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
87 | $8,724 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
38 | $3,307 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
8 | $2,253 | |
| 7 | GOLD |
Gold.com, Inc.
|
53 | $2,205 | |
| 8 | NMR |
Nomura Holdings Inc
|
250 | $2,195 |
All Filings in LPLA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,253 | 8 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,504 | 5 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,428 | 4 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $1,330 | 4 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $749 | 2 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $654 | 2 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $653 | 2 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $1,163 | 5 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $1,396 | 5 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,321 | 5 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $1,138 | 5 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $1,188 | 5 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $1,087 | 5 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $1,012 | 5 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $1,080 | 5 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $1,092 | 5 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $922 | 5 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $913 | 5 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $800 | 5 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $783 | 5 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $674 | 5 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $710 | 5 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||