Global Retirement Partners, LLC
PensionPosition in LPLA — LPL Financial Holdings Inc.
CIK 1749744
San Rafael, CA
Position in LPLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$374,071
-$169,541 QoQ
Shares Held
1,328
-12.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#488
of 761 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $39,468,902 across 44 Capital Markets names. LPLA ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,419 | $14,582,944 | |
| 2 | MS |
Morgan Stanley
|
46,158 | $9,648,868 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
36,502 | $3,660,420 | |
| 4 | SCHW |
Schwab Charles Corp
|
27,556 | $2,542,592 | |
| 5 | SNEX |
StoneX Group Inc.
|
31,142 | $2,460,178 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
53,659 | $1,467,037 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
10,018 | $871,966 | |
| 8 | HUT |
Hut 8 Corp.
|
4,865 | $561,639 |
All Filings in LPLA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,071 | 1,328 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $543,612 | 1,522 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $227,559 | 684 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $288,726 | 770 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $89,137 | 273 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $65,834 | 283 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $67,032 | 240 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $72,919 | 276 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $72,838 | 320 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $109,794 | 462 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $97,843 | 450 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $133,381 | 659 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $118,893 | 550 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $149,440 | 684 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $140,020 | 759 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $138,654 | 759 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $60,979 | 389 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $38,604 | 286 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $39,946 | 281 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $28,868 | 277 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $17,787 | 232 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $13,798 | 176 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $8,382 | 154 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||