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Rialto Wealth Management’s LPL Financial LPLA Stock Holding History

Rialto 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
2026
Q2 		$1.69K Buy
6
+1
+20% +$300 ﹤0.01% 1163
2026
Q1 		$1.5K Sell
5
-1
-17% -$336 ﹤0.01% 979
2025
Q4 		$2.14K Buy
6
+1
+20% +$354 ﹤0.01% 723
2025
Q3 		$1.66K Buy
5
+2
+67% +$725 ﹤0.01% 725
2025
Q2 		$1.13K Buy
3
+1
+50% +$350 ﹤0.01% 808
2025
Q1 		$655 Buy
+2
New +$696 ﹤0.01% 725

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rialto Wealth Management's LPLA Position: Q2 2026 in Review

Rialto Wealth Management increased its LPL Financial (LPLA) stake by 20% in Q2 2026, buying an estimated $300 and bringing the position to 6 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Rialto Wealth Management first reported a position in LPLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.14K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Rialto Wealth Management held 6 shares of LPL Financial worth $1.69K as of Q2 2026.
  • Rialto Wealth Management bought 1 LPL Financial share in Q2 2026, an estimated $300.
  • LPL Financial made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1163 holding.
  • Rialto Wealth Management first reported a position in LPL Financial in Q1 2025 and has held it in 6 quarters since.
  • Rialto Wealth Management's LPL Financial position peaked at $2.14K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.