Advisor Resource Council

Position in LPLA — LPL Financial Holdings Inc.

CIK 1820879 DALLAS, TX

Position in LPLA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$396,323

-$26,343 QoQ

Shares Held

1,407

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#480

of 761 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Financial Services · as of Jun 30, 2026

Advisor Resource Council holds $1,672,617 across 4 Capital Markets names. LPLA ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	9,857	$909,505
2	LPLA	LPL Financial Holdings Inc. This page	1,407	$396,323
3	RIOT	Riot Platforms, Inc.	9,000	$246,420
4	BGC	BGC Group, Inc.	11,260	$120,369

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$396,323	1,407	+0.1%	Shares	Sole	2026-07-28
2026-03-31	$422,666	1,405	+64.9%	Shares	Sole	2026-05-07
2025-03-31	$278,723	852	—	Shares	Sole	2025-04-22
No filing history on record for this holder in this stock.