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Triad Wealth Partners’s LPL Financial LPLA Stock Holding History

Triad Wealth Partners’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
Q1 		$605K Buy
2,011
+74
+4% +$24.8K 0.05% 243
2025
Q4 		$692K Buy
+1,937
New +$685K 0.07% 199
2024
Q3 		– Sell
-8
Closed -$2.23K – 534
2024
Q2 		$2.23K Buy
+8
New +$2.17K ﹤0.01% 741

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Triad Wealth Partners's LPLA Position: Q1 2026 in Review

Triad Wealth Partners increased its LPL Financial (LPLA) stake by 3.8% in Q1 2026, buying an estimated $24.8K and bringing the position to 2,011 shares worth $605K. The position accounts for 0.05% of the portfolio, ranked #243.

Triad Wealth Partners first reported a position in LPLA in Q2 2024 and has held it in 3 quarters since. The position peaked at $692K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Triad Wealth Partners held 2,011 shares of LPL Financial worth $605K as of Q1 2026.
  • Triad Wealth Partners bought 74 LPL Financial shares in Q1 2026, an estimated $24.8K.
  • LPL Financial made up 0.05% of Triad Wealth Partners's portfolio in Q1 2026, its #243 holding.
  • Triad Wealth Partners first reported a position in LPL Financial in Q2 2024 and has held it in 3 quarters since.
  • Triad Wealth Partners's LPL Financial position peaked at $692K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.