Gibbs Wealth Management

Position in LPLA — LPL Financial Holdings Inc.

CIK 2081110 Alpharetta, GA

Position in LPLA

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$550,518

-$9,524 QoQ

Shares Held

1,830

+16.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Gibbs Wealth Management holds $5,391,335 across 5 Capital Markets names. LPLA ranks #4 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	11,088	$1,824,752
2	PJT	PJT Partners Inc.	9,177	$1,282,210
3	HLI	Houlihan Lokey, Inc.	8,412	$1,208,131
4	LPLA	LPL Financial Holdings Inc. This page	1,830	$550,518
5	SCHW	Schwab Charles Corp	5,594	$525,724

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$550,518	1,830	+16.7%	Shares	Other	2026-05-13
2025-12-31	$560,042	1,568	-11.9%	Shares	Other	2026-01-23
2025-09-30	$592,188	1,780	-17.3%	Shares	Other	2025-10-30
2025-06-30	$806,935	2,152	+0.6%	Shares	Sole	2025-08-13
2025-03-31	$700,079	2,140	+26.8%	Shares	Other	2025-11-04
2024-12-31	$551,148	1,688	+18.5%	Shares	Other	2025-11-04
2024-09-30	$331,497	1,425	+14.5%	Shares	Other	2025-11-04
2024-06-30	$347,449	1,244	—	Shares	Other	2025-11-04
No filing history on record for this holder in this stock.