One Wealth Advisors, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1725297
SAN FRANCISCO, CA
Position in LPLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$337,170
-$19,313 QoQ
Shares Held
1,197
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#503
of 762 holders
Holding Since
Sep 2021
10 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, 2026One Wealth Advisors, LLC holds $2,336,940 across 4 Capital Markets names. LPLA ranks #4 (14.4% of the industry book) .
All Filings in LPLA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,170 | 1,197 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $356,483 | 1,185 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $334,311 | 936 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $311,397 | 936 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $352,096 | 939 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $299,333 | 915 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $331,407 | 1,015 | Shares | Sole | 2025-01-24 | |
| 2022-03-31 | $303,248 | 1,660 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $264,788 | 1,654 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $242,821 | 1,549 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||