FFO
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Fortitude Family Office’s LPL Financial LPLA Stock Holding History

Fortitude Family Office’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 		$23.9K Buy
78
+35
+81% +$11.9K ﹤0.01% 768
2026
Q2 		$12.1K Sell
43
-3
-7% -$900 ﹤0.01% 704
2026
Q1 		$13.8K Buy
46
+22
+92% +$7.38K ﹤0.01% 541
2025
Q4 		$8.57K Sell
24
-7
-23% -$2.48K ﹤0.01% 628
2025
Q3 		$10.3K Buy
31
+9
+41% +$3.26K ﹤0.01% 562
2025
Q2 		$8.25K Buy
22
+14
+175% +$4.91K ﹤0.01% 624
2025
Q1 		$2.62K Sell
8
-11
-58% -$3.83K ﹤0.01% 877
2024
Q4 		$6.2K Hold
19
– – ﹤0.01% 775
2024
Q3 		$4.42K Buy
+19
New +$4.28K ﹤0.01% 823

Other funds holding LPLA

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

Fortitude Family Office's LPLA Position: Q3 2026 in Review

Fortitude Family Office increased its LPL Financial (LPLA) stake by 81% in Q3 2026, buying an estimated $11.9K and bringing the position to 78 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Fortitude Family Office first reported a position in LPLA in Q3 2024 and has held it in 9 quarters since. 50 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Fortitude Family Office held 78 shares of LPL Financial worth $23.9K as of Q3 2026.
  • Fortitude Family Office bought 35 LPL Financial shares in Q3 2026, an estimated $11.9K.
  • LPL Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #768 holding.
  • Fortitude Family Office first reported a position in LPL Financial in Q3 2024 and has held it in 9 quarters since.
  • 50 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.