Wilkerson Advisory Group LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 2079661
COLUMBIA, MO
Position in LPLA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,450
-$4,184 QoQ
Shares Held
30
-28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#673
of 761 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Wilkerson Advisory Group LLC holds $326,356 across 7 Capital Markets names. LPLA ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,295 | $119,489 | |
| 2 | GS |
Goldman Sachs Group Inc
|
97 | $98,102 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
463 | $46,429 | |
| 4 | MS |
Morgan Stanley
|
193 | $40,344 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
264 | $13,194 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
30 | $8,450 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4 | $348 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,450 | 30 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $12,634 | 42 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $318,595 | 892 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||