Cornerstone Wealth Management, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1674117
ST. PETERS, MO
Position in LPLA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,003,272
-$566,677 QoQ
Shares Held
10,662
-10.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#261
of 761 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $7,863,377 across 6 Capital Markets names. LPLA ranks #1 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
10,662 | $3,003,272 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,971 | $1,993,410 | |
| 3 | MS |
Morgan Stanley
|
5,293 | $1,106,448 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,919 | $693,837 | |
| 5 | SCHW |
Schwab Charles Corp
|
6,270 | $578,532 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
8,190 | $487,878 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,003,272 | 10,662 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,569,949 | 11,867 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,232,464 | 11,850 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,822,275 | 11,489 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,300,155 | 11,468 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,075,182 | 12,457 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $4,065,049 | 12,450 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,955,098 | 12,703 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,782,839 | 13,544 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,145,562 | 15,691 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,564,984 | 15,662 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,963,289 | 16,677 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,608,468 | 16,596 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,374,008 | 16,670 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $3,724,428 | 17,047 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,087,088 | 16,734 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,048,563 | 16,688 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,641,965 | 16,503 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,566,317 | 16,371 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,210,027 | 16,373 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,322,183 | 16,335 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,768,821 | 16,972 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,306,993 | 17,047 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,466,001 | 18,699 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $994,436 | 18,270 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||