How many stocks does LPL Financial LLC own?

As of Q1 2026, LPL Financial LLC holds 5,964 positions in their 13F portfolio.

What is LPL Financial LLC's largest holding?

IVV at 2.0% of portfolio, worth $7.6B.

What is LPL Financial LLC's total portfolio value?

$376.6B as of Q1 2026, tracked across 5,964 holdings.

Is LPL Financial LLC a hedge fund?

LPL Financial LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does LPL Financial LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has LPL Financial LLC's portfolio changed in Q1 2026?

View LPL Financial LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is LPL Financial LLC's investment strategy?

LPL Financial LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

LPL Financial LLC Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

LPL Financial LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$376.6B

AUM

5,964

Positions

Q1 2026

Filing

Rating · 4.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New3%Increased64%Decreased33%Exited1%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 4.6 years

<1Q4%1-4Q10%1-2Y9%2Y+77%

Q1 2026 Summary

Active quarter - 305 new positions, 192 exits, 3241 increased. Top move: IVV (INCREASED, conviction 61). Portfolio: $376.6B across 5964 positions.

Portfolio Allocation

Top holdings by portfolio weight

IVV2.01%

SPY1.72%

QQQ1.62%

AAPL1.60%

NVDA1.55%

SPYM1.19%

IEFA1.11%

SPYG1.04%

MSFT1.02%

VOO1.02%

Other0.97%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown74.61%

Technology7.83%

Financial Services3.19%

Industrials2.59%

Consumer Cyclical2.44%

Communication Services2.36%

Healthcare2.31%

Consumer Defensive1.56%

Energy1.36%

Utilities0.78%

Other0.97%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CUE15Q held

CUE BIOPHARMA INC

Avg $1.26 · $339,110 est. P&L

Est. P&L

+1728.66%

IMUX3Q held

IMMUNIC INC

Avg $1.01 · $1.9M est. P&L

Est. P&L

+1092.85%

QNCX1Q held

QUINCE THERAPEUTICS INC

Avg $0.10 · $11,480 est. P&L

Est. P&L

+1050.00%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings5,964 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF ISHARES TR	11.6M	$7.6B	2.0%	—	—	—	—	Increased 61
SPY Unit STATE STR SPDR S&P 500 ETF T	10M	$6.5B	1.7%	—	—	—	—	Decreased 0
QQQ Unit INVESCO QQQ TR	10.6M	$6.1B	1.6%	—	—	—	—	Decreased 0
AAPL APPLE INC	23.7M	$6B	1.6%	—	—	—	—	Increased 50
NVDA NVIDIA CORPORATION	33.5M	$5.8B	1.6%	—	—	—	—	Increased 51
SPYM ETF SPDR SERIES TRUST	58.7M	$4.5B	1.2%	—	—	—	—	Increased 57
IEFA ETF ISHARES TR	46M	$4.2B	1.1%	—	—	—	—	Increased 57
SPYG ETF SPDR SERIES TRUST	39.8M	$3.9B	1.0%	—	—	—	—	Decreased 0
MSFT MICROSOFT CORP	10.3M	$3.8B	1.0%	—	—	—	—	Increased 52
VOO ETF VANGUARD INDEX FDS	6.4M	$3.8B	1.0%	—	—	—	—	Decreased 0
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