Position in LPLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$790,394
-$71,784 QoQ
Shares Held
2,806
-2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#398
of 761 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $39,100,689 across 16 Capital Markets names. LPLA ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,246 | $12,385,237 | |
| 2 | MS |
Morgan Stanley
|
41,371 | $8,648,193 | |
| 3 | FIGR |
Figure Technology Solutions, Inc.
|
151,276 | $4,645,685 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,470 | $3,155,811 | |
| 5 | SCHW |
Schwab Charles Corp
|
29,058 | $2,681,181 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
22,395 | $1,949,260 | |
| 7 | HUT |
Hut 8 Corp.
|
13,092 | $1,511,405 | |
| 8 | SNEX |
StoneX Group Inc.
|
12,117 | $957,243 |
All Filings in LPLA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,394 | 2,806 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $862,178 | 2,866 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,037,578 | 2,905 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $827,732 | 2,488 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $930,300 | 2,481 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $809,998 | 2,476 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $808,112 | 2,475 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $587,856 | 2,527 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $826,448 | 2,959 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $801,847 | 3,035 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $745,910 | 3,277 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $910,912 | 3,833 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $782,748 | 3,600 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $765,274 | 3,781 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $718,549 | 3,324 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $956,723 | 4,379 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $527,612 | 2,860 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $641,024 | 3,509 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $522,053 | 3,261 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $470,280 | 3,000 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $307,349 | 2,277 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $205,563 | 1,446 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||