WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1632972 PLYMOUTH, MN

Position in LPLA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,244,707

-$25,657 QoQ

Shares Held

7,969

+5.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#284

of 761 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $455,007,358 across 38 Capital Markets names. LPLA ranks #19 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	730,082	$152,616,341
2	GS	Goldman Sachs Group Inc	84,239	$85,196,797
3	SCHW	Schwab Charles Corp	732,753	$67,611,119
4	WULF	Terawulf Inc.	1,959,166	$48,391,400
5	MC	Moelis & Co	283,885	$18,571,756
6	HOOD	Robinhood Markets, Inc.	138,296	$13,868,322
7	TW	Tradeweb Markets Inc.	96,556	$9,622,770
8	EVR	Evercore Inc.	26,830	$9,160,835

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,244,707	7,969	+5.6%	Shares	Sole	2026-07-15
2026-03-31	$2,270,364	7,547	-5.4%	Shares	Sole	2026-04-08
2025-12-31	$2,849,502	7,978	-4.5%	Shares	Sole	2026-01-08
2025-09-30	$2,779,624	8,355	-7.3%	Shares	Sole	2025-10-29
2025-06-30	$3,378,104	9,009	+12.4%	Shares	Sole	2025-07-10
2025-03-31	$2,622,681	8,017	+7.4%	Shares	Sole	2025-04-16
2024-12-31	$2,437,397	7,465	-3.4%	Shares	Sole	2025-03-17
2024-09-30	$1,798,462	7,731	-11.2%	Shares	Sole	2024-10-24
2024-06-30	$2,432,144	8,708	+0.4%	Shares	Sole	2024-07-16
2024-03-31	$2,291,935	8,675	+3.7%	Shares	Sole	2024-04-15
2023-12-31	$1,903,358	8,362	+0.9%	Shares	Sole	2024-01-30
2023-09-30	$1,969,643	8,288	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.