Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$621,949
-$2,270,230 QoQ
Shares Held
2,208
-77.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#428
of 761 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Wealthfront Advisers LLC holds $143,133,917 across 12 Capital Markets names. LPLA ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
53,116 | $53,719,928 | |
| 2 | MS |
Morgan Stanley
|
184,586 | $38,585,857 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
164,596 | $16,505,686 | |
| 4 | SCHW |
Schwab Charles Corp
|
170,462 | $15,728,528 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
144,720 | $12,596,428 | |
| 6 | TW |
Tradeweb Markets Inc.
|
28,361 | $2,826,457 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
34,036 | $931,905 | |
| 8 | MARA |
MARA Holdings, Inc.
|
49,365 | $685,679 |
All Filings in LPLA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,949 | 2,208 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,892,179 | 9,614 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,280,173 | 6,384 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,704,370 | 5,123 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,079,913 | 2,880 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $882,950 | 2,699 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $864,598 | 2,648 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $602,976 | 2,592 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,252,660 | 4,485 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $410,038 | 1,552 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $310,246 | 1,363 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $401,153 | 1,688 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $327,449 | 1,506 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,103,138 | 10,391 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,673,804 | 7,743 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||