Garrett Wealth Advisory Group, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1729443
WEATHERFORD, TX
Position in LPLA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$706,453
-$48,329 QoQ
Shares Held
2,508
-0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#412
of 761 holders
Holding Since
Mar 2024
10 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, 2026Garrett Wealth Advisory Group, LLC holds $2,280,882 across 4 Capital Markets names. LPLA ranks #2 (31.0% 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 | $706,453 | 2,508 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $754,782 | 2,509 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $892,925 | 2,500 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $831,725 | 2,500 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $937,425 | 2,500 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $817,850 | 2,500 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,051,035 | 3,219 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $748,835 | 3,219 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $899,066 | 3,219 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $850,459 | 3,219 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||