Clark Wealth Partners

Position in LPLA — LPL Financial Holdings Inc.

CIK 2107657 O'FALLON, IL

Position in LPLA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$28,168

-$1,915 QoQ

Shares Held

100

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#635

of 761 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clark Wealth Partners holds $215,431 across 5 Capital Markets names. LPLA ranks #4 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	92	$93,046
2	SCHW	Schwab Charles Corp	552	$50,933
3	MS	Morgan Stanley	185	$38,672
4	LPLA	LPL Financial Holdings Inc. This page	100	$28,168
5	HOOD	Robinhood Markets, Inc.	46	$4,612

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,168	100	0.0%	Shares	Sole	2026-07-28
2026-03-31	$30,083	100	0.0%	Shares	Sole	2026-05-12
2025-12-31	$35,717	100	0.0%	Shares	Sole	2026-02-04
2025-09-30	$33,269	100	-28.6%	Shares	Sole	2026-02-04
2025-06-30	$52,495	140	0.0%	Shares	Sole	2026-02-04
2025-03-31	$45,799	140	0.0%	Shares	Sole	2026-02-04
2024-12-31	$45,711	140	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.