Wedmont Private Capital

Position in LPLA — LPL Financial Holdings Inc.

CIK 1904274 WEST CHESTER, PA

Position in LPLA

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

Position Value

$437,730

-$27,954 QoQ

Shares Held

1,554

+0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#473

of 761 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wedmont Private Capital holds $14,854,086 across 10 Capital Markets names. LPLA ranks #7 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	5,942	$6,009,560
2	MS	Morgan Stanley	14,551	$3,041,741
3	SCHW	Schwab Charles Corp	18,745	$1,729,601
4	HOOD	Robinhood Markets, Inc.	16,047	$1,609,193
5	IBKR	Interactive Brokers Group, Inc.	8,125	$707,200
6	VIRT	Virtu Financial, Inc.	8,389	$499,732
7	LPLA	LPL Financial Holdings Inc. This page	1,554	$437,730
8	EVR	Evercore Inc.	1,209	$412,800

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$437,730	1,554	+0.4%	Shares	Sole	2026-07-13
2026-03-31	$465,684	1,548	-4.7%	Shares	Sole	2026-04-09
2025-12-31	$580,401	1,625	-0.5%	Shares	Sole	2026-01-08
2025-09-30	$543,282	1,633	+0.5%	Shares	Sole	2025-10-08
2025-06-30	$609,326	1,625	+1.2%	Shares	Sole	2025-07-10
2025-03-31	$525,386	1,606	+1.8%	Shares	Sole	2025-04-14
2024-12-31	$515,232	1,578	+3.6%	Shares	Sole	2025-01-13
2024-09-30	$354,295	1,523	-20.8%	Shares	Sole	2024-10-08
2024-06-30	$537,093	1,923	+12.3%	Shares	Sole	2024-07-15
2024-03-31	$452,574	1,713	+1.5%	Shares	Sole	2024-04-10
2023-12-31	$384,222	1,688	+33.7%	Shares	Sole	2024-01-09
2023-09-30	$300,151	1,263	+7.9%	Shares	Sole	2023-10-10
2023-06-30	$254,393	1,170	—	Shares	Sole	2023-07-17
No filing history on record for this holder in this stock.