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Twin Peaks Wealth Advisors’s LPL Financial LPLA Stock Holding History

Twin Peaks Wealth Advisors’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 		$1.2K Buy
+4
New +$1.34K ﹤0.01% 1856
2025
Q3 		– Sell
-8
Closed -$2.99K – 1278
2025
Q2 		$2.99K Buy
+8
New +$2.8K ﹤0.01% 1506

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

Twin Peaks Wealth Advisors's LPLA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in LPL Financial (LPLA) in Q1 2026: 4 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #1856 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in LPLA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in LPLA in Q2 2025 and has held it in 2 quarters since. The position peaked at $2.99K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Twin Peaks Wealth Advisors held 4 shares of LPL Financial worth $1.2K as of Q1 2026.
  • LPL Financial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • LPL Financial made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1856 holding.
  • Twin Peaks Wealth Advisors first reported a position in LPL Financial in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's LPL Financial position peaked at $2.99K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.