Arkadios Wealth Advisors’s LPL Financial LPLA Stock Holding History

Arkadios Wealth Advisors’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$594K	Sell	1,975 -610	-24%	-$205K	0.01%	1026
2025 Q4	$923K	Buy	2,585 +80	+3%	+$28.3K	0.02%	734
2025 Q3	$833K	Buy	2,505 +904	+56%	+$328K	0.02%	718
2025 Q2	$601K	Buy	1,601 +615	+62%	+$215K	0.02%	777
2025 Q1	$323K	Buy	986 +139	+16%	+$48.4K	0.01%	880
2024 Q4	$277K	Buy	+847	New	+$250K	0.02%	750
2024 Q1	–	Sell	-912	Closed	-$208K	–	765
2023 Q4	$208K	Sell	912 -21	-2%	-$4.72K	0.02%	639
2023 Q3	$222K	Buy	+933	New	+$217K	0.02%	590

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arkadios Wealth Advisors's LPLA Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its LPL Financial (LPLA) stake by 24% in Q1 2026, selling an estimated $205K and leaving 1,975 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #1026.

Arkadios Wealth Advisors first reported a position in LPLA in Q3 2023 and has held it in 8 quarters since. The position peaked at $923K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Arkadios Wealth Advisors held 1,975 shares of LPL Financial worth $594K as of Q1 2026.
Arkadios Wealth Advisors sold 610 LPL Financial shares in Q1 2026, an estimated $205K.
LPL Financial made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1026 holding.
Arkadios Wealth Advisors first reported a position in LPL Financial in Q3 2023 and has held it in 8 quarters since.
Arkadios Wealth Advisors's LPL Financial position peaked at $923K in Q4 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.