Sterling Group Wealth Management, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1852307
PASADENA, CA
Position in LPLA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,641,349
-$124,222 QoQ
Shares Held
5,827
-0.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
3.11%
of 13F equity value
Holder Rank
#320
of 761 holders
Holding Since
Dec 2022
14 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, 2026Sterling Group Wealth Management, LLC holds $1,641,349 across 1 Capital Markets name. LPLA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
5,827 | $1,641,349 |
All Filings in LPLA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,641,349 | 5,827 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,765,571 | 5,869 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,081,229 | 5,827 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,985,161 | 5,967 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,237,445 | 5,967 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,137,859 | 6,535 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,143,538 | 6,565 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,542,104 | 6,629 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,851,479 | 6,629 | Shares | Sole | 2024-07-15 | |
| 2023-12-31 | $1,532,793 | 6,734 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,628,377 | 6,852 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,520,270 | 6,992 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,414,168 | 6,987 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,493,302 | 6,908 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||