Vision Retirement, LLC
PensionPosition in LPLA — LPL Financial Holdings Inc.
CIK 2069023
RIDGEWOOD, NJ
Position in LPLA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$293,792
-$19,973 QoQ
Shares Held
1,043
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#522
of 762 holders
Holding Since
Dec 2025
3 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, 2026Vision Retirement, LLC holds $2,878,435 across 7 Capital Markets names. LPLA ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,496 | $2,524,379 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,043 | $293,792 | |
| 3 | RIOT |
Riot Platforms, Inc.
|
1,185 | $32,445 | |
| 4 | IREN |
IREN Ltd
|
327 | $14,953 | |
| 5 | HIVE |
HIVE Digital Technologies Ltd.
|
2,024 | $7,367 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
30 | $3,008 | |
| 7 | SCHW |
Schwab Charles Corp
|
27 | $2,491 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,792 | 1,043 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $313,765 | 1,043 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $384,672 | 1,077 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||