LVW Advisors
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LVW Advisors’s LPL Financial LPLA Stock Holding History

LVW 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 		$283K Sell
927
-1,157
-56% -$393K 0.02% 384
2026
Q2 		$587K Sell
2,084
-273
-12% -$81.9K 0.05% 210
2026
Q1 		$709K Sell
2,357
-717
-23% -$241K 0.07% 148
2025
Q4 		$1.1M Sell
3,074
-291
-9% -$103K 0.11% 94
2025
Q3 		$1.12M Sell
3,365
-340
-9% -$123K 0.11% 99
2025
Q2 		$1.39M Sell
3,705
-214
-5% -$75K 0.15% 86
2025
Q1 		$1.28M Sell
3,919
-252
-6% -$87.7K 0.15% 82
2024
Q4 		$1.36M Buy
4,171
+83
+2% +$24.5K 0.16% 89
2024
Q3 		$951K Buy
4,088
+499
+14% +$112K 0.12% 117
2024
Q2 		$1M Buy
3,589
+344
+11% +$93.4K 0.15% 97
2024
Q1 		$857K Buy
3,245
+61
+2% +$15.4K 0.15% 108
2023
Q4 		$725K Buy
3,184
+21
+0.7% +$4.72K 0.14% 113
2023
Q3 		$752K Sell
3,163
-338
-10% -$78.5K 0.16% 87
2023
Q2 		$761K Hold
3,501
– – 0.15% 98
2023
Q1 		$709K Sell
3,501
-74
-2% -$16.9K 0.14% 110
2022
Q4 		$773K Sell
3,575
-1,563
-30% -$365K 0.16% 103
2022
Q3 		$1.12M Sell
5,138
-152
-3% -$32.3K 0.25% 76
2022
Q2 		$976K Buy
5,290
+243
+5% +$46.1K 0.2% 84
2022
Q1 		$922K Sell
5,047
-510
-9% -$88.8K 0.16% 94
2021
Q4 		$890K Sell
5,557
-22
-0.4% -$3.63K 0.15% 102
2021
Q3 		$875K Buy
5,579
+121
+2% +$17.4K 0.15% 108
2021
Q2 		$737K Sell
5,458
-647
-11% -$94.1K 0.13% 113
2021
Q1 		$868K Buy
+6,105
New +$779K 0.17% 97

Other funds holding LPLA

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LVW Advisors's LPLA Position: Q3 2026 in Review

LVW Advisors reduced its LPL Financial (LPLA) stake by 56% in Q3 2026, selling an estimated $393K and leaving 927 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #384.

LVW Advisors first reported a position in LPLA in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.39M in Q2 2025. 433 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • LVW Advisors held 927 shares of LPL Financial worth $283K as of Q3 2026.
  • LVW Advisors sold 1,157 LPL Financial shares in Q3 2026, an estimated $393K.
  • LPL Financial made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #384 holding.
  • LVW Advisors first reported a position in LPL Financial in Q1 2021 and has held it in 23 quarters since.
  • LVW Advisors's LPL Financial position peaked at $1.39M in Q2 2025.
  • 433 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.