Position in LPLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$845
-$959 QoQ
Shares Held
3
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#741
of 761 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $4,580,210 across 23 Capital Markets names. LPLA ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
18,053 | $3,773,799 | |
| 2 | GS |
Goldman Sachs Group Inc
|
553 | $559,287 | |
| 3 | SCHW |
Schwab Charles Corp
|
727 | $67,080 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
555 | $48,307 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
1,493 | $40,878 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
346 | $34,696 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
240 | $15,031 | |
| 8 | IREN |
IREN Ltd
|
170 | $7,774 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845 | 3 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,804 | 6 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,643 | 13 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||