True Wealth Design’s LPL Financial LPLA Stock Holding History

True Wealth Design’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 Q3	$2.45K	Buy	8 +4	+100%	+$1.36K	﹤0.01%	1595
2026 Q2	$1.13K	Sell	4 -14	-78%	-$4.2K	﹤0.01%	1934
2026 Q1	$5.42K	Buy	18 +9	+100%	+$3.02K	﹤0.01%	1181
2025 Q4	$3.22K	Sell	9 -2	-18%	-$707	﹤0.01%	1269
2025 Q3	$3.66K	Sell	11 -1	-8%	-$362	﹤0.01%	1207
2025 Q2	$4.5K	Buy	12 +3	+33%	+$1.05K	﹤0.01%	850
2025 Q1	$2.94K	Buy	9 +7	+350%	+$2.44K	﹤0.01%	869
2024 Q4	$654	Buy	+2	New	+$591	﹤0.01%	1047

Other funds holding LPLA

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

True Wealth Design's LPLA Position: Q3 2026 in Review

True Wealth Design increased its LPL Financial (LPLA) stake by 100% in Q3 2026, buying an estimated $1.36K and bringing the position to 8 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

True Wealth Design first reported a position in LPLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.42K in Q1 2026. 113 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

True Wealth Design held 8 shares of LPL Financial worth $2.45K as of Q3 2026.
True Wealth Design bought 4 LPL Financial shares in Q3 2026, an estimated $1.36K.
LPL Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1595 holding.
True Wealth Design first reported a position in LPL Financial in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's LPL Financial position peaked at $5.42K in Q1 2026.
113 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.