Net Worth Advisory Group’s LPL Financial LPLA Stock Holding History

Net Worth Advisory Group’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	$222K	Buy	+711	New	+$242K	0.06%	382
2026 Q2	–	Sell	-695	Closed	-$209K	–	443
2026 Q1	$209K	Sell	695 -108	-13%	-$36.2K	0.04%	404
2025 Q4	$287K	Sell	803 -2	-0.2%	-$707	0.06%	335
2025 Q3	$268K	Sell	805 -28	-3%	-$10.1K	0.08%	325
2025 Q2	$312K	Sell	833 -520	-38%	-$182K	0.07%	293
2025 Q1	$442K	Buy	1,353 +320	+31%	+$111K	0.14%	175
2024 Q4	$337K	Buy	1,033 +4	+0.4%	+$1.18K	0.1%	223
2024 Q3	$240K	Buy	+1,029	New	+$232K	0.07%	330

Other funds holding LPLA

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Net Worth Advisory Group's LPLA Position: Q3 2026 in Review

Net Worth Advisory Group opened a new position in LPL Financial (LPLA) in Q3 2026: 711 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #382 among its holdings. This is a return to the name: Net Worth Advisory Group previously reported a position in LPLA as recently as Q1 2026.

Net Worth Advisory Group first reported a position in LPLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $442K in Q1 2025. 133 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

Net Worth Advisory Group held 711 shares of LPL Financial worth $222K as of Q3 2026.
LPL Financial was a new Net Worth Advisory Group position in Q3 2026.
LPL Financial made up 0.06% of Net Worth Advisory Group's portfolio in Q3 2026, its #382 holding.
Net Worth Advisory Group first reported a position in LPL Financial in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's LPL Financial position peaked at $442K in Q1 2025.
133 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.