Beacon Pointe Advisors, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1744317 NEWPORT BEACH, CA

Position in LPLA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,133,527

+$203,814 QoQ

Shares Held

3,768

+44.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Beacon Pointe Advisors, LLC holds $49,042,214 across 15 Capital Markets names. LPLA ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	228,577	$21,481,666
2	GS	Goldman Sachs Group Inc	18,768	$15,877,540
3	MS	Morgan Stanley	38,756	$6,378,074
4	LPLA	LPL Financial Holdings Inc. This page	3,768	$1,133,527
5	WULF	Terawulf Inc.	76,425	$1,102,812
6	HOOD	Robinhood Markets, Inc.	14,731	$1,020,858
7	GLXY	Galaxy Digital Inc.	31,072	$573,278
8	HLI	Houlihan Lokey, Inc.	3,596	$516,457

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,133,527	3,768	+44.8%	Shares	Sole	2026-05-15
2025-12-31	$929,713	2,603	+5.3%	Shares	Sole	2026-02-18
2025-09-30	$822,409	2,472	+70.4%	Shares	Sole	2025-11-14
2025-06-30	$544,081	1,451	+0.1%	Shares	Sole	2025-08-13
2025-03-31	$474,353	1,450	+0.1%	Shares	Sole	2025-05-13
2024-12-31	$473,112	1,449	+26.1%	Shares	Sole	2025-02-14
2024-09-30	$267,291	1,149	-5.8%	Shares	Sole	2024-11-14
2024-06-30	$340,746	1,220	-18.7%	Shares	Sole	2024-08-12
2024-03-31	$396,300	1,500	+30.1%	Shares	Sole	2024-05-14
2023-12-31	$262,445	1,153	+2.1%	Shares	Sole	2024-02-08
2023-09-30	$268,306	1,129	+6.5%	Shares	Sole	2023-11-14
2023-03-31	$214,544	1,060	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.