Beacon Pointe Advisors, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1744317 NEWPORT BEACH, CA

Position in LPLA

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$601,386

-$532,141 QoQ

Shares Held

2,135

-43.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#433

of 764 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $53,375,085 across 13 Capital Markets names. LPLA ranks #7 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	218,376	$20,149,553
2	GS	Goldman Sachs Group Inc	18,297	$18,505,036
3	MS	Morgan Stanley	36,403	$7,609,683
4	HOOD	Robinhood Markets, Inc.	25,546	$2,561,752
5	WULF	Terawulf Inc.	76,323	$1,885,178
6	GLXY	Galaxy Digital Inc.	30,806	$842,236
7	LPLA	LPL Financial Holdings Inc. This page	2,135	$601,386
8	SNEX	StoneX Group Inc.	5,190	$410,010

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$601,386	2,135	-43.3%	Shares	Sole	2026-08-18
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.