WealthCare Investment Partners, LLC LPLA — LPL FINL HLDGS INC

Ownership history in WealthCare Investment Partners, LLC  ·  5 quarters on record

AI Ownership Summary

WealthCare Investment Partners, LLC reported LPL FINL HLDGS INC (LPLA) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2024 Q4. The latest visible filing shows LPLA at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LPLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WealthCare Investment Partners, LLC's position in LPL FINL HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LPLA was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LPLA stock page WealthCare Investment Partners, LLC fund profile WealthCare Investment Partners, LLC full holdings
How WealthCare Investment Partners, LLC held LPLA — position size vs. price
% of Fund (quarterly)    LPLA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 680 +1 +0.1% 0.06% $204K 2026-04-09 $314.24
2025 Q4 ADDED — — — 679 +1 +0.1% 0.07% $246K 2026-01-06 $375.80
2025 Q3 UNCHANGED — — — 678 — 0% 0.07% $215K 2025-11-07 $372.45
2025 Q2 ADDED — — — 678 +1 +0.1% 0.09% $260K 2025-07-09 $379.51
2024 Q4 INITIATED — — — 677 — — 0.10% $222K 2025-02-03 $362.19

🏢 Other funds also holding LPLA

As of 2026 Q2 — sorted by position size

FAMILY WEALTH PARTNERS, LLC 5.97% Capricorn Fund Managers Ltd 3Y 4.33% Coronation Fund Managers Ltd. 3Y 7Y 2.69% TRAN CAPITAL MANAGEMENT, L.P. 3Y 7Y 0.91% Foster Victor Wealth Advisors, LLC 3Y 7Y 0.89% KWB Wealth 3Y 0.69% FLYNN ZITO CAPITAL MANAGEMENT, LLC 3Y 0.66% FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.49% Yorktown Management & Research Co Inc 3Y 7Y 0.49% Perpetual Ltd 3Y 7Y 0.49%

FAQ About WealthCare Investment Partners, LLC and LPLA

These are the practical questions this page is built to answer before you even open the full history table.

How long has WealthCare Investment Partners, LLC reported owning LPLA?

WealthCare Investment Partners, LLC reported LPLA across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported LPLA position in WealthCare Investment Partners, LLC's portfolio?

The largest reported portfolio weight for LPLA was 0.10% in 2024 Q4.

What is the latest reported LPLA position on this page?

The most recent filing on this page is 2026 Q1, when WealthCare Investment Partners, LLC reported 680 shares, equal to 0.06% of portfolio, with an estimated market value of $204K.

What does the chart on this LPLA ownership page compare?

The chart compares WealthCare Investment Partners, LLC's quarterly LPLA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WealthCare Investment Partners, LLC time their LPLA position?

Based on 13F filing dates vs. subsequent LPLA price moves, WealthCare Investment Partners, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on LPLA relative to SPY over the holding period was -21.5%.

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