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 Q2	$527K	Sell	1,872 -103	-5%	-$30.9K	0.01%	1099
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 $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arkadios Wealth Advisors's LPLA Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its LPL Financial (LPLA) stake by 5.2% in Q2 2026, selling an estimated $30.9K and leaving 1,872 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #1099.

Arkadios Wealth Advisors first reported a position in LPLA in Q3 2023 and has held it in 9 quarters since. The position peaked at $923K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Arkadios Wealth Advisors held 1,872 shares of LPL Financial worth $527K as of Q2 2026.
Arkadios Wealth Advisors sold 103 LPL Financial shares in Q2 2026, an estimated $30.9K.
LPL Financial made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1099 holding.
Arkadios Wealth Advisors first reported a position in LPL Financial in Q3 2023 and has held it in 9 quarters since.
Arkadios Wealth Advisors's LPL Financial position peaked at $923K in Q4 2025.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.