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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
2026-03-31 $568k 1.9k 300.79
2025-12-31 $699k 2.0k 357.17
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)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Plus Bd Etf (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
Vanguard Portfolio Management
Massachusetts Financial Services
Henderson Group
Vanguard Capital Management
Principal Financial Group
Samlyn Capital
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
State Street Corporation
WCM Investment Management

View all funds holding Lpl Financial Holdings