Legacy Wealth Asset Management, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1846151 WOODBURY, MN

Position in LPLA

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$278,299

New position

Shares Held

988

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#527

of 761 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $3,150,227 across 4 Capital Markets names. LPLA ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVR	Evercore Inc.	3,521	$1,202,210
2	SCHW	Schwab Charles Corp	12,265	$1,131,691
3	XP	XP Inc.	33,089	$538,027
4	LPLA	LPL Financial Holdings Inc. This page	988	$278,299

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$278,299	988	—	Shares	Sole	2026-07-09
No filing history on record for this holder in this stock.