Triad Wealth Partners »

Lpl Financial Holdings shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Triad Wealth Partners 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $692k 1.9k 357.17
2024-06-30 $2.2k 8 279.25

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

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