Creative Capital Management Investments LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1957363
SAN DIEGO, CA
Position in LPLA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,943
New position
Shares Held
14
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#700
of 761 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Creative Capital Management Investments LLC holds $390,113 across 22 Capital Markets names. LPLA ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
2,235 | $224,125 | |
| 2 | GS |
Goldman Sachs Group Inc
|
95 | $96,080 | |
| 3 | MS |
Morgan Stanley
|
136 | $28,429 | |
| 4 | SCHW |
Schwab Charles Corp
|
112 | $10,334 | |
| 5 | SF |
Stifel Financial Corp
|
59 | $4,116 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
14 | $3,943 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
57 | $2,848 | |
| 8 | EVR |
Evercore Inc.
|
8 | $2,731 |
All Filings in LPLA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,943 | 14 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||