DiNuzzo Private Wealth
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DiNuzzo Private Wealth’s LPL Financial LPLA Stock Holding History

DiNuzzo Private Wealth’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
Q3 		$5.2K Buy
17
+1
+6% +$340 ﹤0.01% 404
2026
Q2 		$4.51K Sell
16
-1
-6% -$300 ﹤0.01% 434
2026
Q1 		$5.12K Hold
17
– – ﹤0.01% 387
2025
Q4 		$6.07K Hold
17
– – ﹤0.01% 352
2025
Q3 		$6.2K Hold
17
– – ﹤0.01% 343
2025
Q2 		$6.38K Hold
17
– – ﹤0.01% 327
2025
Q1 		$5.56K Sell
17
-1
-6% -$348 ﹤0.01% 338
2024
Q4 		$5.88K Hold
18
– – ﹤0.01% 319
2024
Q3 		$4.19K Sell
18
-1
-5% -$225 ﹤0.01% 396
2024
Q2 		$5.31K Buy
19
+3
+19% +$814 ﹤0.01% 275
2024
Q1 		$4.23K Hold
16
– – ﹤0.01% 278
2023
Q4 		$3.64K Buy
+16
New +$3.6K ﹤0.01% 288

Other funds holding LPLA

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

DiNuzzo Private Wealth's LPLA Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its LPL Financial (LPLA) stake by 6.3% in Q3 2026, buying an estimated $340 and bringing the position to 17 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

DiNuzzo Private Wealth first reported a position in LPLA in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.38K in Q2 2025. 110 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • DiNuzzo Private Wealth held 17 shares of LPL Financial worth $5.2K as of Q3 2026.
  • DiNuzzo Private Wealth bought 1 LPL Financial share in Q3 2026, an estimated $340.
  • LPL Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #404 holding.
  • DiNuzzo Private Wealth first reported a position in LPL Financial in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's LPL Financial position peaked at $6.38K in Q2 2025.
  • 110 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.