Position in LPLA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$534,875
+$511,659 QoQ
Shares Held
1,778
+2635.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Larson Financial Group LLC holds $9,400,913 across 41 Capital Markets names. LPLA ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
13,823 | $2,274,851 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,645 | $2,237,643 | |
| 3 | SCHW |
Schwab Charles Corp
|
17,261 | $1,622,188 | |
| 4 | MKTX |
Marketaxess Holdings Inc
|
3,410 | $562,581 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,778 | $534,875 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
20,116 | $397,894 | |
| 7 | SF |
Stifel Financial Corp
|
5,356 | $395,915 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
5,341 | $370,131 |
All Filings in LPLA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $534,875 | 1,778 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,216 | 65 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $21,624 | 65 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,248 | 62 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,468 | 32 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $653 | 2 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $465 | 2 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $279 | 1 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $264 | 1 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $227 | 1 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $237 | 1 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $217 | 1 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $202 | 1 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $216 | 1 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $218 | 1 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||