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DWM
Darwin Wealth Management’s
LPL Financial
LPLA
Stock Holding History
Darwin Wealth Management’s Portfolio
LPLA Stock Details
LPLA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q2
–
Hold
0
–
–
–
629
Other funds holding LPLA
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1-Year Est. Return
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JT
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Vanguard Portfolio Management
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$2.22T AUM
Vanguard Capital Management
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$4.68T AUM
Principal Financial Group
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$204B AUM
27.99%
1-Year Est. Return
SC
Samlyn Capital
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$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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