LPL Financial LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings5,964 positions
ISHARES TR | 11.6M | $7.6B | 2.0% | $425.74 | +52.58% | 30 qtrssince 2018-Q4 | Increased 61 |
STATE STR SPDR S&P 500 ETF T | 10M | $6.5B | 1.7% | $378.87 | +70.79% | 30 qtrssince 2018-Q4 | Decreased 0 |
INVESCO QQQ TR | 10.6M | $6.1B | 1.6% | $304.38 | +97.64% | 30 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 23.7M | $6B | 1.6% | $127.48 | +98.73% | 30 qtrssince 2018-Q4 | Increased 50 |
NVIDIA CORPORATION | 33.5M | $5.8B | 1.6% | $53.17 | +227.26% | 30 qtrssince 2018-Q4 | Increased 51 |
SPDR SERIES TRUST | 58.7M | $4.5B | 1.2% | $58.83 | +29.40% | 30 qtrssince 2018-Q4 | Increased 57 |
ISHARES TR | 46M | $4.2B | 1.1% | $65.72 | +42.25% | 30 qtrssince 2018-Q4 | Increased 57 |
SPDR SERIES TRUST | 39.8M | $3.9B | 1.0% | $64.33 | +51.83% | 30 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 10.3M | $3.8B | 1.0% | $298.43 | +23.54% | 30 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 6.4M | $3.8B | 1.0% | $398.89 | +48.98% | 30 qtrssince 2018-Q4 | Decreased 0 |
ISHARES INC | 52.2M | $3.6B | 1.0% | $53.28 | +34.73% | 30 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 16.8M | $3.5B | 0.9% | $156.58 | +33.01% | 30 qtrssince 2018-Q4 | Increased 46 |
VANGUARD INDEX FDS | 10.3M | $3.3B | 0.9% | $169.86 | +87.86% | 30 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 140.9M | $3.2B | 0.9% | $21.44 | +5.24% | 30 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 16.2M | $3.1B | 0.8% | $126.92 | +50.54% | 30 qtrssince 2018-Q4 | Decreased 0 |
CAPITAL GROUP DIVIDEND VALUE | 71.9M | $3.1B | 0.8% | $37.36 | +13.53% | 16 qtrssince 2022-Q2 | Increased 51 |
SPDR SERIES TRUST | 51.5M | $2.9B | 0.8% | $41.19 | +36.17% | 30 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 28M | $2.7B | 0.7% | $85.38 | +9.24% | 30 qtrssince 2018-Q4 | Increased 45 |
ALPHABET INC | 8.9M | $2.6B | 0.7% | $138.33 | +107.63% | 30 qtrssince 2018-Q4 | Increased 46 |
BLACKROCK ETF TRUST | 43.8M | $2.5B | 0.7% | $50.46 | +14.86% | 10 qtrssince 2023-Q4 | Decreased 0 |
LPL Financial LLC manages $376.6B across 5964 positions as of Q1 2026. Top holdings: IVV (2.0%), SPY (1.7%), QQQ (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 312 new positions, 198 exits, 3241 increased. Top move: IVV (INCREASED, conviction 61). Portfolio: $376.6B across 5964 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