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.

LPL Financial LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings5,964 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF iShares Trust CORE S&P500 ETF	11.6M	$7.6B	2.0%	—	$432.47	+71.66%	30 qtrssince 2018-Q4	Increased 61
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	10M	$6.5B	1.7%	—	$381.31	+93.79%	30 qtrssince 2018-Q4	Decreased 0
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	10.6M	$6.1B	1.6%	—	$304.38	+124.79%	30 qtrssince 2018-Q4	Decreased 0
AAPL APPLE INC	23.7M	$6B	1.6%	—	$150.10	+121.87%	30 qtrssince 2018-Q4	Increased 50
NVDA NVIDIA CORPORATION	33.5M	$5.8B	1.6%	—	$122.76	+68.49%	30 qtrssince 2018-Q4	Increased 51
SPYM ETF SPDR SERIES TRUST	58.7M	$4.5B	1.2%	—	$59.71	+45.64%	30 qtrssince 2018-Q4	Increased 57
IEFA ETF ISHARES TR	46M	$4.2B	1.1%	—	$65.72	+46.60%	30 qtrssince 2018-Q4	Increased 57
SPYG ETF SPDR SERIES TRUST	39.8M	$3.9B	1.0%	—	$64.63	+77.86%	30 qtrssince 2018-Q4	Decreased 0
MSFT MICROSOFT CORP	10.3M	$3.8B	1.0%	—	$301.20	+26.72%	30 qtrssince 2018-Q4	Increased 52
VOO ETF VANGUARD INDEX FDS	6.4M	$3.8B	1.0%	—	$402.22	+68.85%	30 qtrssince 2018-Q4	Decreased 0
IEMG ETF ISHARES INC	52.2M	$3.6B	1.0%	—	$53.28	+44.62%	30 qtrssince 2018-Q4	Decreased 0
AMZN AMAZON COM INC	16.8M	$3.5B	0.9%	—	$156.77	+48.06%	30 qtrssince 2018-Q4	Increased 46
VTI ETF VANGUARD INDEX FDS	10.3M	$3.3B	0.9%	—	$171.37	+112.87%	30 qtrssince 2018-Q4	Decreased 0
GOVT ETF ISHARES TR	140.9M	$3.2B	0.9%	—	$21.85	+2.88%	30 qtrssince 2018-Q4	Increased 53
QUAL ETF ISHARES TR	16.2M	$3.1B	0.8%	—	$127.09	+70.59%	30 qtrssince 2018-Q4	Decreased 0
CGDV ETF CAPITAL GROUP DIVIDEND VALUE	71.9M	$3.1B	0.8%	—	$37.78	+29.29%	16 qtrssince 2022-Q2	Increased 51
SPYV ETF SPDR SERIES TRUST	51.5M	$2.9B	0.8%	—	$41.81	+48.16%	30 qtrssince 2018-Q4	Increased 46
MBB ETF ISHARES TR	28M	$2.7B	0.7%	—	$87.14	+6.59%	30 qtrssince 2018-Q4	Increased 45
GOOGL ALPHABET INC	8.9M	$2.6B	0.7%	—	$147.46	+116.83%	30 qtrssince 2018-Q4	Increased 46
DYNF ETF BLACKROCK ETF TRUST	43.8M	$2.5B	0.7%	—	$50.77	+32.32%	10 qtrssince 2023-Q4	Decreased 0
Showing 20 of 5,964 results.5,944 more with Pro.