SHELTON WEALTH MANAGEMENT, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1903883 FORT WORTH, TX

Position in LPLA

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$967,852

-$136,795 QoQ

Shares Held

3,436

-6.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#377

of 761 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SHELTON WEALTH MANAGEMENT, LLC holds $2,709,267 across 4 Capital Markets names. LPLA ranks #2 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,212	$1,225,780
2	LPLA	LPL Financial Holdings Inc. This page	3,436	$967,852
3	HOOD	Robinhood Markets, Inc.	3,329	$333,832
4	RIOT	Riot Platforms, Inc.	6,640	$181,803

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$967,852	3,436	-6.4%	Shares	Sole	2026-07-13
2026-03-31	$1,104,647	3,672	-1.4%	Shares	Sole	2026-04-28
2025-12-31	$1,330,101	3,724	+8.6%	Shares	Sole	2026-01-26
2025-09-30	$1,140,461	3,428	+9.6%	Shares	Sole	2025-10-09
2025-06-30	$1,173,281	3,129	+3.0%	Shares	Sole	2025-07-11
2025-03-31	$994,178	3,039	-8.5%	Shares	Sole	2025-04-21
2024-12-31	$1,084,666	3,322	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.