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Lpl Financial Holdings shares owned by Curated Wealth Partners

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Curated Wealth Partners from 13F filings

Historical chart of Curated Wealth Partners investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Curated Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $243k 681 357.17

More positions owned by Curated Wealth Partners

Apollo Global Mgmt (APO)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Advisors Inner Circle Fd Iii Rayliant Wilshir (RAYE)
Diamond Hill Funds Large Cap Concen
Terex Corporation (TEX)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Dynamic Cal Muni (GCAL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 2000 Grw Etf (IWO)
Amazon (AMZN)

View all positions for Curated Wealth Partners

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Massachusetts Financial Services
Robeco Investment Management
Dodge & Cox
Henderson Group
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Geode Capital Management
Samlyn Capital
FMR

View all funds holding Lpl Financial Holdings