Dynasty Wealth Management, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1727599 ST. PETERSBURG, FL

Position in LPLA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,858,524

-$592,638 QoQ

Shares Held

6,598

-19.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#311

of 761 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Dynasty Wealth Management, LLC holds $11,564,932 across 7 Capital Markets names. LPLA ranks #3 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	17,058	$3,565,804
2	GS	Goldman Sachs Group Inc	2,911	$2,944,098
3	LPLA	LPL Financial Holdings Inc. This page	6,598	$1,858,524
4	SCHW	Schwab Charles Corp	16,225	$1,497,080
5	NMR	Nomura Holdings Inc	93,798	$823,546
6	FUTU	Futu Holdings Ltd	5,250	$492,135
7	HLI	Houlihan Lokey, Inc.	2,861	$383,745

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,858,524	6,598	-19.0%	Shares	Sole	2026-08-13
2026-03-31	$2,451,162	8,148	-14.6%	Shares	Sole	2026-05-14
2025-12-31	$3,407,044	9,539	+9.0%	Shares	Sole	2026-02-10
2025-09-30	$2,910,372	8,748	+61.0%	Shares	Sole	2025-10-29
2025-06-30	$2,037,961	5,435	-14.2%	Shares	Sole	2025-08-05
2025-03-31	$2,071,123	6,331	+2.7%	Shares	Sole	2025-05-02
2024-12-31	$2,012,934	6,165	+58.8%	Shares	Sole	2025-02-05
2024-09-30	$903,069	3,882	+145.9%	Shares	Sole	2024-11-12
2024-06-30	$441,014	1,579	+92.1%	Shares	Sole	2024-08-12
2024-03-31	$217,172	822	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.