Position in LPLA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$849,265
-$80,299 QoQ
Shares Held
3,015
-2.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#387
of 761 holders
Holding Since
Mar 2026
2 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, 2026ARQ WEALTH ADVISORS, LLC holds $4,965,706 across 2 Capital Markets names. LPLA ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
44,613 | $4,116,441 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
3,015 | $849,265 |
All Filings in LPLA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $849,265 | 3,015 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $929,564 | 3,090 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||