LPL Financial LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings6,201 positions
ISHARES TR | 14.8M | $11.1B | 2.5% | $495.13 | +54.84%as of Oct 16 | 31 qtrssince 2018-Q4 | Increased 68 |
INVESCO QQQ TR | 10.6M | $7.8B | 1.8% | $306.35 | +131.70%as of Oct 16 | 31 qtrssince 2018-Q4 | Increased 50 |
STATE STR SPDR S&P 500 ETF T | 9.9M | $7.4B | 1.7% | $378.87 | +101.45%as of Oct 16 | 31 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 24.3M | $7B | 1.6% | $131.21 | +161.76%as of Oct 16 | 31 qtrssince 2018-Q4 | Increased 51 |
NVIDIA CORPORATION | 34.3M | $6.9B | 1.5% | $56.59 | +278.40%as of Oct 16 | 31 qtrssince 2018-Q4 | Increased 51 |
SPDR SERIES TRUST | 63.4M | $5.6B | 1.3% | $60.97 | +47.34%as of Oct 16 | 31 qtrssince 2018-Q4 | Increased 54 |
SPDR SERIES TRUST | 40.6M | $4.8B | 1.1% | $65.40 | +83.86%as of Oct 16 | 31 qtrssince 2018-Q4 | Increased 51 |
ISHARES INC | 47.8M | $4.6B | 1.0% | $66.84 | +44.43%as of Oct 16 | 31 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 6.6M | $4.5B | 1.0% | $408.48 | +71.76%as of Oct 16 | 31 qtrssince 2018-Q4 | Increased 52 |
AMAZON COM INC | 17.1M | $4.1B | 0.9% | $158.24 | +57.99%as of Oct 16 | 31 qtrssince 2018-Q4 | Increased 46 |
MICROSOFT CORP | 10.8M | $4B | 0.9% | $301.33 | +75.57%as of Oct 16 | 31 qtrssince 2018-Q4 | Increased 47 |
CAPITAL GROUP DIVIDEND VALUE | 81.1M | $4B | 0.9% | $38.72 | +26.38%as of Oct 16 | 17 qtrssince 2022-Q2 | Increased 51 |
ISHARES INC | 48.1M | $4B | 0.9% | $53.28 | +44.14%as of Oct 16 | 31 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 10.3M | $3.8B | 0.9% | $169.86 | +120.23%as of Oct 16 | 31 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 162.6M | $3.7B | 0.8% | $21.60 | +2.23%as of Oct 16 | 31 qtrssince 2018-Q4 | Increased 52 |
INVESCO EXCH TRADED FD TR II | 11.7M | $3.6B | 0.8% | $197.11 | +48.27%as of Oct 16 | 22 qtrssince 2021-Q1 | Increased 50 |
BLACKROCK ETF TRUST | 48.8M | $3.3B | 0.7% | $52.23 | +31.52%as of Oct 16 | 11 qtrssince 2023-Q4 | Increased 50 |
ALPHABET INC | 9.1M | $3.3B | 0.7% | $143.49 | +137.36%as of Oct 16 | 31 qtrssince 2018-Q4 | Increased 46 |
SPDR SERIES TRUST | 52M | $3.2B | 0.7% | $41.39 | +52.40%as of Oct 16 | 31 qtrssince 2018-Q4 | Increased 45 |
SELECT SECTOR SPDR TR | 15.8M | $3B | 0.7% | $71.96 | +154.97%as of Oct 16 | 31 qtrssince 2018-Q4 | Increased 45 |
LPL Financial LLC manages $445.1B across 6201 positions as of Q2 2026. Top holdings: IVV (2.5%), QQQ (1.8%), SPY (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 392 new positions, 168 exits, 3453 increased. Top move: IVV (INCREASED, conviction 68). Portfolio: $445.1B across 6201 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR