Position in LPLA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$19,154
-$16,875 QoQ
Shares Held
68
-47.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#652
of 761 holders
Holding Since
Jun 2022
6 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, 2026Crewe Advisors LLC holds $3,009,918 across 16 Capital Markets names. LPLA ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
10,232 | $890,593 | |
| 2 | MS |
Morgan Stanley
|
2,565 | $536,187 | |
| 3 | GS |
Goldman Sachs Group Inc
|
464 | $469,275 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
7,546 | $377,149 | |
| 5 | IREN |
IREN Ltd
|
6,350 | $290,385 | |
| 6 | SCHW |
Schwab Charles Corp
|
1,371 | $126,502 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
2,000 | $125,260 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
2,384 | $65,273 |
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,154 | 68 | Shares | Sole | 2026-07-24 | |
| 2024-06-30 | $36,029 | 129 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $7,397 | 28 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $217 | 1 | Shares | Sole | 2023-07-28 | |
| 2022-09-30 | $5,462 | 25 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,612 | 25 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||