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Hemington Wealth Management’s LPL Financial LPLA Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$23K Buy
72
+4
+6% +$1.45K ﹤0.01% 588
2025
Q2 		$25K Buy
68
+1
+1% +$350 ﹤0.01% 544
2025
Q1 		$21K Buy
67
+14
+26% +$4.88K ﹤0.01% 566
2024
Q4 		$17K Buy
53
+34
+179% +$10.1K ﹤0.01% 598
2024
Q3 		$5K Buy
+19
New +$4.28K ﹤0.01% 948

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Hemington Wealth Management's LPLA Position: Q3 2025 in Review

Hemington Wealth Management increased its LPL Financial (LPLA) stake by 5.9% in Q3 2025, buying an estimated $1.45K and bringing the position to 72 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Hemington Wealth Management first reported a position in LPLA in Q3 2024 and has held it in 5 quarters since. The position peaked at $25K in Q2 2025. 759 funds tracked by Wall St. Rank hold LPLA as of Q3 2025.

  • Hemington Wealth Management held 72 shares of LPL Financial worth $23K as of Q3 2025.
  • Hemington Wealth Management bought 4 LPL Financial shares in Q3 2025, an estimated $1.45K.
  • LPL Financial made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #588 holding.
  • Hemington Wealth Management first reported a position in LPL Financial in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's LPL Financial position peaked at $25K in Q2 2025.
  • 759 funds tracked by Wall St. Rank held LPL Financial as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.