Integrated Wealth Concepts LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1737109
WALTHAM, MA
Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$790,957
+$142,067 QoQ
Shares Held
2,808
+30.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#397
of 761 holders
Holding Since
Jun 2023
12 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, 2026Integrated Wealth Concepts LLC holds $55,986,957 across 53 Capital Markets names. LPLA ranks #12 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,432 | $17,630,201 | |
| 2 | MS |
Morgan Stanley
|
48,243 | $10,084,716 | |
| 3 | SCHW |
Schwab Charles Corp
|
70,991 | $6,550,339 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
41,223 | $4,133,842 | |
| 5 | WULF |
Terawulf Inc.
|
93,432 | $2,307,770 | |
| 6 | HUT |
Hut 8 Corp.
|
17,433 | $2,012,552 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
21,967 | $1,912,007 | |
| 8 | TW |
Tradeweb Markets Inc.
|
14,061 | $1,401,319 |
All Filings in LPLA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,957 | 2,808 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $648,890 | 2,157 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $268,148 | 806 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,071,664 | 2,858 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,263,741 | 3,863 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,238,125 | 3,792 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $955,411 | 4,107 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,134,795 | 4,063 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $891,410 | 3,374 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $743,179 | 3,265 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $815,139 | 3,430 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $671,206 | 3,087 | Shares | Other | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||