{"schema_version":"secwatch.filing_event.v1","accession":"0001397911-25-000119","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2025-07-31T23:59:59+00:00","discovered_at":"2026-05-14T18:02:43.888119+00:00","generated_at":"2026-05-17T22:14:12.481254+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"LPL Financial Q2 2025: Adjusted EPS $4.51 (+16% YoY), total assets $1.9T (+28%)","bullets":["Net income $273M, diluted EPS $3.40 (+5% YoY); adjusted EPS $4.51 (+16% YoY).","Gross profit $1,304M (+21% YoY); adjusted pre-tax income $490M (+23% YoY).","Total advisory/brokerage assets $1.9T (+28% YoY); advisory assets $1.1T (+28%).","Organic net new assets $21B (5% annualized); $24B excluding Wintrust and OSJ off-boarding.","Client cash $51B (-$2B sequentially); cash as % of assets 2.6% (down from 3.0% prior qtr)."],"urls":{"canonical":"https://secwatch.observer/filing/0001397911-25-000119","json":"https://secwatch.observer/filing/0001397911-25-000119.json","markdown":"https://secwatch.observer/filing/0001397911-25-000119.md","text":"https://secwatch.observer/filing/0001397911-25-000119.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000139791125000119/0001397911-25-000119-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000139791125000119/lpla-20250731.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T22:14:12.481254+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}