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Lpl Financial Holdings shares owned by WealthPoint Financial

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

Historical chart of WealthPoint Financial investment in Lpl Financial Holdings

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

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Quarterly reported holdings in Lpl Financial Holdings by WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.1M 7.6k 281.68
2026-03-31 $1.9M 6.4k 300.83
2025-12-31 $2.6M 7.2k 357.17

More positions owned by WealthPoint Financial

Spdr Series Trust St Str P500etf (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Grwt Etf (IVW)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
State Str Spdr Sp 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exch Traded Fd Tr Ii Sp 500 Momntm (SPMO)

View all positions for WealthPoint Financial

Top funds holding Lpl Financial Holdings

BlackRock
Dodge & Cox
Robeco Investment Management
Jupiter Topco
Vanguard Portfolio Management
Henderson Group
Vanguard Capital Management
Principal Financial Group
Samlyn Capital
Capital World Investors
State Street Corporation
WCM Investment Management
Goldman Sachs Group
Geode Capital Management
Massachusetts Financial Services

View all funds holding Lpl Financial Holdings