Position in LPLA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$209,076
-$77,731 QoQ
Shares Held
695
-13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Net Worth Advisory Group holds $4,999,990 across 7 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,641 | $1,659,658 | |
| 2 | MS |
Morgan Stanley
|
5,539 | $1,157,872 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,828 | $722,289 | |
| 4 | EVR |
Evercore Inc.
|
1,849 | $631,322 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,589 | $312,386 | |
| 6 | WULF |
Terawulf Inc.
|
10,729 | $265,006 | |
| 7 | SNEX |
StoneX Group Inc.
|
3,183 | $251,457 |
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,076 | 695 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $286,807 | 803 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $267,815 | 805 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $312,350 | 833 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $442,620 | 1,353 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $337,284 | 1,033 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $239,376 | 1,029 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||