Stenger Family Office, LLC

Family Office

Position in LPLA — LPL Financial Holdings Inc.

CIK 2056106 Naperville, IL

Position in LPLA

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

Position Value

$819,407

-$174,836 QoQ

Shares Held

2,909

-12.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#393

of 761 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Stenger Family Office, LLC holds $24,180,238 across 5 Capital Markets names. LPLA ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	48,904	$10,222,892
2	SCHW	Schwab Charles Corp	52,772	$4,869,272
3	HOOD	Robinhood Markets, Inc.	41,882	$4,199,926
4	GS	Goldman Sachs Group Inc	4,023	$4,068,741
5	LPLA	LPL Financial Holdings Inc. This page	2,909	$819,407

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$819,407	2,909	-12.0%	Shares	Sole	2026-07-13
2026-03-31	$994,243	3,305	-3.6%	Shares	Sole	2026-04-29
2025-12-31	$1,224,021	3,427	-57.8%	Shares	Sole	2026-03-04
2025-09-30	$2,698,781	8,112	+16.1%	Shares	Sole	2025-10-29
2025-06-30	$2,620,665	6,989	+24.2%	Shares	Sole	2025-08-13
2024-12-31	$1,836,618	5,625	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.