Position in LPLA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$594,138
-$329,146 QoQ
Shares Held
1,975
-23.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
8 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 Mar 31, 2026Arkadios Wealth Advisors holds $31,092,669 across 13 Capital Markets names. LPLA ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,524 | $10,595,177 | |
| 2 | SCHW |
Schwab Charles Corp
|
68,094 | $6,399,473 | |
| 3 | MS |
Morgan Stanley
|
26,947 | $4,434,667 | |
| 4 | PJT |
PJT Partners Inc.
|
23,531 | $3,287,750 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
43,413 | $2,911,709 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
16,844 | $1,167,288 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,975 | $594,138 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
12,364 | $543,767 |
All Filings in LPLA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $594,138 | 1,975 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $923,284 | 2,585 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $833,388 | 2,505 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $600,326 | 1,601 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $322,559 | 986 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $276,553 | 847 | Shares | Sole | 2025-01-15 | |
| 2023-12-31 | $207,589 | 912 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $221,727 | 933 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||