Independent Advisor Alliance
Position in LPLA — LPL Financial Holdings Inc.
CIK 1696899
CHARLOTTE, NC
Position in LPLA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,514,678
-$363,321 QoQ
Shares Held
5,035
-4.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026Independent Advisor Alliance holds $27,351,919 across 13 Capital Markets names. LPLA ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
50,622 | $8,330,861 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,307 | $7,027,638 | |
| 3 | SCHW |
Schwab Charles Corp
|
50,129 | $4,711,122 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
54,626 | $3,785,581 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
5,035 | $1,514,678 | |
| 6 | HUT |
Hut 8 Corp.
|
21,465 | $1,006,922 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
5,129 | $344,001 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
2,411 | $230,032 |
All Filings in LPLA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,514,678 | 5,035 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,877,999 | 5,258 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,776,896 | 5,341 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,415,511 | 3,775 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,217,941 | 3,723 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,130,703 | 3,463 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,093,825 | 4,702 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,047,374 | 3,750 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,047,553 | 3,965 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $912,300 | 4,008 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,171,376 | 4,929 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,043,229 | 4,798 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $912,014 | 4,506 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $712,244 | 3,260 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $618,930 | 3,355 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $649,244 | 3,554 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $576,804 | 3,603 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $597,255 | 3,810 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $449,753 | 3,332 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $453,206 | 3,188 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $446,582 | 4,285 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $374,072 | 4,879 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $482,395 | 6,153 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $297,895 | 5,473 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||