Elevated Capital Advisors
LPLA icon

Elevated Capital Advisors’s LPL Financial LPLA Stock Holding History

Elevated Capital 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
Q3 		$4.28K Hold
14
– – ﹤0.01% 566
2026
Q2 		$3.94K Hold
14
– – ﹤0.01% 582
2026
Q1 		$4.21K Hold
14
– – ﹤0.01% 564
2025
Q4 		$5K Buy
+14
New +$4.95K ﹤0.01% 527

Other funds holding LPLA

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Elevated Capital Advisors's LPLA Position: Q3 2026 in Review

Elevated Capital Advisors held its LPL Financial (LPLA) position steady in Q3 2026 at 14 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Elevated Capital Advisors first reported a position in LPLA in Q4 2025 and has held it in 4 quarters since. The position peaked at $5K in Q4 2025. 443 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Elevated Capital Advisors held 14 shares of LPL Financial worth $4.28K as of Q3 2026.
  • Elevated Capital Advisors left its LPL Financial share count unchanged in Q3 2026.
  • LPL Financial made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #566 holding.
  • Elevated Capital Advisors first reported a position in LPL Financial in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's LPL Financial position peaked at $5K in Q4 2025.
  • 443 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.