Rialto Wealth Management, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 2054966
SYRACUSE, NY
Position in LPLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,690
+$186 QoQ
Shares Held
6
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#727
of 761 holders
Holding Since
Mar 2025
6 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, 2026Rialto Wealth Management, LLC holds $387,392 across 26 Capital Markets names. LPLA ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
224 | $226,546 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
774 | $67,368 | |
| 3 | MS |
Morgan Stanley
|
173 | $36,163 | |
| 4 | SCHW |
Schwab Charles Corp
|
124 | $11,441 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
96 | $9,626 | |
| 6 | EVR |
Evercore Inc.
|
15 | $5,121 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
78 | $3,898 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
186 | $2,475 |
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,690 | 6 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,504 | 5 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,143 | 6 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,663 | 5 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,124 | 3 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $654 | 2 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||