RMR Wealth Builders

Position in LPLA — LPL Financial Holdings Inc.

CIK 1803848 Montclair, NJ

Position in LPLA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$341,959

-$41,900 QoQ

Shares Held

1,214

-4.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#499

of 761 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RMR Wealth Builders holds $8,639,292 across 5 Capital Markets names. LPLA ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,124	$6,193,629
2	MS	Morgan Stanley	6,308	$1,318,624
3	SCHW	Schwab Charles Corp	6,099	$562,754
4	LPLA	LPL Financial Holdings Inc. This page	1,214	$341,959
5	MKTX	Marketaxess Holdings Inc	1,959	$222,326

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$341,959	1,214	-4.9%	Shares	Sole	2026-07-24
2026-03-31	$383,859	1,276	0.0%	Shares	Sole	2026-04-22
2025-12-31	$455,748	1,276	+5.1%	Shares	Sole	2026-01-29
2025-09-30	$403,885	1,214	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.