Peak Financial Advisors »

Lpl Financial Holdings shares owned by Peak Financial Advisors

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Peak Financial Advisors from 13F filings

Historical chart of Peak Financial Advisors investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lpl Financial Holdings by Peak Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 5.0k 357.17
2025-09-30 $640k 1.9k 332.69
2025-06-30 $462k 1.2k 374.97

More positions owned by Peak Financial Advisors

Tcw Etf Trust Flexible Income (FLXR)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
World Gold Tr Spdr Gld Minis (GLDM)
Simplify Exchange Traded Fun Managed Futures (CTA)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Msci India Etf (INDA)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
American Express Company (AXP)
Ishares Tr Expanded Tech (IGV)
Canadian Natural Resources (CNQ)
CVS Caremark Corporation (CVS)
Micron Technology (MU)
Netflix (NFLX)

View all positions for Peak Financial Advisors

Top funds holding Lpl Financial Holdings

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

View all funds holding Lpl Financial Holdings