Position in LPLA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$113,798
+$686 QoQ
Shares Held
404
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#601
of 761 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $25,257,766 across 40 Capital Markets names. LPLA ranks #19 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,172 | $9,276,285 | |
| 2 | SCHW |
Schwab Charles Corp
|
62,623 | $5,778,224 | |
| 3 | MS |
Morgan Stanley
|
21,762 | $4,549,128 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
12,430 | $1,246,480 | |
| 5 | HUT |
Hut 8 Corp.
|
5,601 | $646,607 | |
| 6 | SF |
Stifel Financial Corp
|
6,018 | $419,875 | |
| 7 | WULF |
Terawulf Inc.
|
15,124 | $373,562 | |
| 8 | PWP |
Perella Weinberg Partners
|
21,354 | $340,809 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,798 | 404 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $113,112 | 376 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $132,867 | 372 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $300,751 | 904 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $269,603 | 719 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $74,915 | 229 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $50,935 | 156 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $65,834 | 283 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $98,592 | 353 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $87,450 | 331 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $73,293 | 322 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $188,931 | 795 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $176,770 | 813 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $298,944 | 1,477 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $129 | 1,412 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $348,038 | 1,593 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $195,733 | 1,061 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $102,848 | 563 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $88,529 | 553 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $85,590 | 546 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $87,197 | 646 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $77,619 | 546 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $87,544 | 840 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $72,069 | 940 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $136,102 | 1,736 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $117,840 | 2,165 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||