Founders Financial Alliance, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1832190
RALEIGH, NC
Position in LPLA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$220,273
-$14,976 QoQ
Shares Held
782
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#563
of 761 holders
Holding Since
Sep 2020
5 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 Jun 30, 2026Founders Financial Alliance, LLC holds $4,400,090 across 6 Capital Markets names. LPLA ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,686 | $2,716,539 | |
| 2 | MS |
Morgan Stanley
|
3,210 | $671,018 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
3,736 | $374,646 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,612 | $227,348 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
782 | $220,273 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
14,295 | $190,266 |
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,273 | 782 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $235,249 | 782 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $260,496 | 783 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $246,336 | 753 | Shares | Sole | 2025-05-12 | |
| 2020-09-30 | $23,001 | 300 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||