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Livermore
Livermore
ZHEN

Garrett Wealth Advisory Group, LLC

SEC CIK
0001729443
Latest filing
Aug 4, 2026

LPLA holding history

LPL Financial Holdings Inc. in every 13F filed by Garrett Wealth Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LPLA overviewAll 13F holders of LPLAFull Q2 2026 holdings

Shares (Q2 2026)
2,508
Value
$706.5K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of LPLA by Garrett Wealth Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,508$706.5K0.1%−10.0%ReducedHolders
Q1 20262,509$754.8K0.1%+9+0.4%AddedHolders
Q4 20252,500$892.9K0.2%00.0%UnchangedHolders
Q3 20252,500$831.7K0.2%00.0%UnchangedHolders
Q2 20252,500$937.4K0.2%00.0%UnchangedHolders
Q1 20252,500$817.9K0.2%−719−22.3%ReducedHolders
Q4 20243,219$1.05M0.2%00.0%UnchangedHolders
Q3 20243,219$748.8K0.2%00.0%UnchangedHolders
Q2 20243,219$899.1K0.3%00.0%UnchangedHolders
Q1 20243,219$850.5K0.3%+3,219NewHolders