LPL Financial LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings6,201 positions
ISHARES TR | 14.8M | $11.1B | 2.5% | $500.87 | +52.95% | 31 qtrssince 2018-Q4 | Increased 68 |
INVESCO QQQ TR | 10.6M | $7.8B | 1.8% | $306.35 | +131.33% | 31 qtrssince 2018-Q4 | Increased 50 |
STATE STR SPDR S&P 500 ETF T | 9.9M | $7.4B | 1.7% | $381.31 | +98.74% | 31 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 24.3M | $7B | 1.6% | $154.01 | +112.04% | 31 qtrssince 2018-Q4 | Increased 51 |
NVIDIA CORPORATION | 34.3M | $6.9B | 1.5% | $124.20 | +75.82% | 31 qtrssince 2018-Q4 | Increased 51 |
SPDR SERIES TRUST | 63.4M | $5.6B | 1.3% | $61.80 | +44.36% | 31 qtrssince 2018-Q4 | Increased 54 |
SPDR SERIES TRUST | 40.6M | $4.8B | 1.1% | $65.71 | +82.08% | 31 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 47.8M | $4.6B | 1.0% | $66.84 | +48.75% | 31 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 6.6M | $4.5B | 1.0% | $411.76 | +69.19% | 31 qtrssince 2018-Q4 | Increased 52 |
AMAZON COM INC | 17.1M | $4.1B | 0.9% | $158.42 | +59.32% | 31 qtrssince 2018-Q4 | Increased 46 |
MICROSOFT CORP | 10.8M | $4B | 0.9% | $301.33 | +63.42% | 31 qtrssince 2018-Q4 | Increased 47 |
CAPITAL GROUP DIVIDEND VALUE | 81.1M | $4B | 0.9% | $39.09 | +26.73% | 17 qtrssince 2022-Q2 | Increased 51 |
ISHARES INC | 48.1M | $4B | 0.9% | $53.28 | +56.26% | 31 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 10.3M | $3.8B | 0.9% | $171.37 | +117.80% | 31 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 162.6M | $3.7B | 0.8% | $21.60 | +2.65% | 31 qtrssince 2018-Q4 | Increased 52 |
INVESCO EXCH TRADED FD TR II | 11.7M | $3.6B | 0.8% | $197.11 | +49.65% | 22 qtrssince 2021-Q1 | Increased 50 |
BLACKROCK ETF TRUST | 48.8M | $3.3B | 0.7% | $52.53 | +32.47% | 11 qtrssince 2023-Q4 | Increased 50 |
ALPHABET INC | 9.1M | $3.3B | 0.7% | $150.83 | +120.51% | 31 qtrssince 2018-Q4 | Increased 46 |
SPDR SERIES TRUST | 52M | $3.2B | 0.7% | $42.00 | +48.79% | 31 qtrssince 2018-Q4 | Increased 45 |
SELECT SECTOR SPDR TR | 15.8M | $3B | 0.7% | $108.98 | +69.96% | 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 - 393 new positions, 169 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
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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