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 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	$3.21K	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

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

True Wealth Design's LPLA Position: Q2 2026 in Review

True Wealth Design reduced its LPL Financial (LPLA) stake by 78% in Q2 2026, selling an estimated $4.2K and leaving 4 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

True Wealth Design first reported a position in LPLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.42K in Q1 2026. 763 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

True Wealth Design held 4 shares of LPL Financial worth $1.13K as of Q2 2026.
True Wealth Design sold 14 LPL Financial shares in Q2 2026, an estimated $4.2K.
LPL Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1934 holding.
True Wealth Design first reported a position in LPL Financial in Q4 2024 and has held it in 7 quarters since.
True Wealth Design's LPL Financial position peaked at $5.42K in Q1 2026.
763 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.