Lifestyle Asset Management, Inc.

Position in LPLA — LPL Financial Holdings Inc.

CIK 1845675 Friendswood, TX

Position in LPLA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$344,776

-$28,253 QoQ

Shares Held

1,224

-1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#498

of 761 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lifestyle Asset Management, Inc. holds $1,852,622 across 5 Capital Markets names. LPLA ranks #4 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	2,002	$418,498
2	GS	Goldman Sachs Group Inc	402	$406,570
3	FUTU	Futu Holdings Ltd	3,719	$348,619
4	LPLA	LPL Financial Holdings Inc. This page	1,224	$344,776
5	TW	Tradeweb Markets Inc.	3,353	$334,159

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$344,776	1,224	-1.3%	Shares	Sole	2026-07-20
2026-03-31	$373,029	1,240	+4.1%	Shares	Sole	2026-04-10
2025-12-31	$425,389	1,191	+2.9%	Shares	Sole	2026-02-11
2025-09-30	$384,922	1,157	+6.9%	Shares	Sole	2025-10-09
2025-06-30	$405,717	1,082	+10.3%	Shares	Sole	2025-07-09
2025-03-31	$320,924	981	+9.2%	Shares	Sole	2025-04-10
2024-12-31	$293,205	898	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.