Principia Wealth Advisory’s LPL Financial LPLA Stock Holding History

Principia Wealth Advisory’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 Q2	$1.97K	Buy	7 +3	+75%	+$900	﹤0.01%	601
2026 Q1	$1.2K	Buy	4 +1	+33%	+$336	﹤0.01%	652
2025 Q4	$1.07K	Hold	3	–	–	﹤0.01%	647
2025 Q3	$998	Hold	3	–	–	﹤0.01%	643
2025 Q2	$1.13K	Buy	3 +1	+50%	+$350	﹤0.01%	531
2025 Q1	$638	Hold	2	–	–	﹤0.01%	513
2024 Q4	$653	Buy	+2	New	+$591	﹤0.01%	470

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principia Wealth Advisory's LPLA Position: Q2 2026 in Review

Principia Wealth Advisory increased its LPL Financial (LPLA) stake by 75% in Q2 2026, buying an estimated $900 and bringing the position to 7 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Principia Wealth Advisory first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Principia Wealth Advisory held 7 shares of LPL Financial worth $1.97K as of Q2 2026.
Principia Wealth Advisory bought 3 LPL Financial shares in Q2 2026, an estimated $900.
LPL Financial made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #601 holding.
Principia Wealth Advisory first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.