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Parkworth Wealth Management’s LPL Financial LPLA Stock Holding History

Parkworth 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
Q2 		$1.5K Buy
4
+1
+33% +$350 ﹤0.01% 314
2025
Q1 		$981 Hold
3
– – ﹤0.01% 266
2024
Q4 		$980 Buy
+3
New +$887 ﹤0.01% 284

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parkworth Wealth Management's LPLA Position: Q2 2025 in Review

Parkworth Wealth Management increased its LPL Financial (LPLA) stake by 33% in Q2 2025, buying an estimated $350 and bringing the position to 4 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Parkworth Wealth Management first reported a position in LPLA in Q4 2024 and has held it in 3 quarters since. 800 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of LPL Financial worth $1.5K as of Q2 2025.
  • Parkworth Wealth Management bought 1 LPL Financial share in Q2 2025, an estimated $350.
  • LPL Financial made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #314 holding.
  • Parkworth Wealth Management first reported a position in LPL Financial in Q4 2024 and has held it in 3 quarters since.
  • 800 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.