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Lpl Financial Holdings shares owned by Retirement Planning Group

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Retirement Planning Group from 13F filings

Historical chart of Retirement Planning Group investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $606k 1.8k 332.69

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Robeco Investment Management
Dodge & Cox
Massachusetts Financial Services
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
Morgan Stanley
Samlyn Capital

View all funds holding Lpl Financial Holdings