INDEPENDENT FINANCIAL GROUP, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 275484
SAN DIEGO, CA
Position in LPLA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$512,939
-$27,652 QoQ
Shares Held
1,821
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#94
of 223 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $18,089,453 across 12 Capital Markets names. LPLA ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,150 | $7,231,295 | |
| 2 | BMNR |
Bitmine Immersion Technologies, Inc.
|
264,275 | $3,517,500 | |
| 3 | MS |
Morgan Stanley
|
11,635 | $2,432,180 | |
| 4 | IREN |
IREN Ltd
|
23,408 | $1,070,447 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
10,549 | $1,057,853 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
13,369 | $796,391 | |
| 7 | SCHW |
Schwab Charles Corp
|
8,411 | $776,082 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,821 | $512,939 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,939 | 1,821 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $540,591 | 1,797 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $641,477 | 1,796 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||