Position in LPLA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,126
-$4,288 QoQ
Shares Held
4
-77.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#736
of 761 holders
Holding Since
Dec 2024
7 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, 2026True Wealth Design, LLC holds $854,220 across 32 Capital Markets names. LPLA ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
524 | $178,914 | |
| 2 | JEF |
Jefferies Financial Group Inc.
|
2,158 | $107,856 | |
| 3 | TW |
Tradeweb Markets Inc.
|
1,012 | $100,855 | |
| 4 | MS |
Morgan Stanley
|
411 | $85,915 | |
| 5 | MKTX |
Marketaxess Holdings Inc
|
598 | $67,867 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
649 | $65,081 | |
| 7 | GS |
Goldman Sachs Group Inc
|
64 | $64,727 | |
| 8 | SCHW |
Schwab Charles Corp
|
560 | $51,671 |
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126 | 4 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,414 | 18 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,214 | 9 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,659 | 11 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,499 | 12 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,944 | 9 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $653 | 2 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||