Spahn Wealth & Retirement’s LPL Financial LPLA Stock Holding History

Spahn Wealth & Retirement’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	$390K	Hold	1,386	–	–	0.25%	32
2026 Q1	$417K	Hold	1,386	–	–	0.53%	22
2025 Q4	$495K	Hold	1,386	–	–	0.31%	32
2025 Q3	$461K	Hold	1,386	–	–	0.27%	32
2025 Q2	$520K	Hold	1,386	–	–	0.33%	30
2025 Q1	$453K	Sell	1,386 -14	-1%	-$4.88K	0.33%	27
2024 Q4	$457K	Buy	+1,400	New	+$414K	0.3%	25

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

Spahn Wealth & Retirement's LPLA Position: Q2 2026 in Review

Spahn Wealth & Retirement held its LPL Financial (LPLA) position steady in Q2 2026 at 1,386 shares worth $390K. The position accounts for 0.25% of the portfolio, ranked #32.

Spahn Wealth & Retirement first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $520K in Q2 2025. 762 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Spahn Wealth & Retirement held 1,386 shares of LPL Financial worth $390K as of Q2 2026.
Spahn Wealth & Retirement left its LPL Financial share count unchanged in Q2 2026.
LPL Financial made up 0.25% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #32 holding.
Spahn Wealth & Retirement first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
Spahn Wealth & Retirement's LPL Financial position peaked at $520K in Q2 2025.
762 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.