How many stocks does LPL Financial LLC own?

As of Q2 2026, LPL Financial LLC holds 6,201 positions in their 13F portfolio.

What is LPL Financial LLC's largest holding?

IVV at 2.5% of portfolio, worth $11.1B.

What is LPL Financial LLC's total portfolio value?

$445.1B as of Q2 2026, tracked across 6,201 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 Q2 2026?

View LPL Financial LLC's latest portfolio changes, new positions, and exits for Q2 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 Q2 2026

Top Holdings6,201 positions

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Activity:

				Price Trend
IVV ETF ISHARES TR	14.8M	$11.1B	2.5%	—	$495.13	+53.07%	31 qtrssince 2018-Q4	Increased 68
QQQ Unit Invesco QQQ Trust, Series 1	10.6M	$7.8B	1.8%	—	$306.28	+123.74%	31 qtrssince 2018-Q4	Increased 50
SPY Unit STATE STR SPDR S&P 500 ETF T	9.9M	$7.4B	1.7%	—	$378.87	+99.11%	31 qtrssince 2018-Q4	Decreased 0
AAPL Apple Inc.	24.3M	$7B	1.6%	—	$131.21	+152.95%	31 qtrssince 2018-Q4	Increased 51
NVDA NVIDIA Corporation	34.3M	$6.9B	1.5%	—	$56.59	+265.26%	31 qtrssince 2018-Q4	Increased 51
SP SPYM ETF SPDR SERIES TRUST	63.4M	$5.6B	1.3%	—	$60.97	+45.62%	31 qtrssince 2018-Q4	Increased 54
SPYG ETF SPDR SERIES TRUST	40.6M	$4.8B	1.1%	—	$65.40	+78.14%	31 qtrssince 2018-Q4	Increased 51
IEFA ETF ISHARES TR	47.8M	$4.6B	1.0%	—	—	—	31 qtrssince 2018-Q4	Increased 52
VOO ETF VANGUARD INDEX FDS	6.6M	$4.5B	1.0%	—	$408.48	+69.78%	31 qtrssince 2018-Q4	Increased 52
AMZN Amazon.com, Inc.	17.1M	$4.1B	0.9%	—	$158.24	+58.43%	31 qtrssince 2018-Q4	Increased 46
MSFT Microsoft Corporation	10.8M	$4B	0.9%	—	$301.33	+72.90%	31 qtrssince 2018-Q4	Increased 47
CGDV ETF CAPITAL GROUP DIVIDEND VALUE	81.1M	$4B	0.9%	—	$38.72	+26.23%	17 qtrssince 2022-Q2	Increased 51
IEMG ETF ISHARES INC	48.1M	$4B	0.9%	—	—	—	31 qtrssince 2018-Q4	Decreased 0
VTI ETF VANGUARD INDEX FDS	10.3M	$3.8B	0.9%	—	$169.86	+118.54%	31 qtrssince 2018-Q4	Decreased 0
GOVT ETF ISHARES TR	162.6M	$3.7B	0.8%	—	$21.45	+3.47%	31 qtrssince 2018-Q4	Increased 52
QQQM ETF INVESCO EXCH TRADED FD TR II	11.7M	$3.6B	0.8%	—	$196.66	+43.51%	22 qtrssince 2021-Q1	Increased 50
DYNF ETF BLACKROCK ETF TRUST	48.8M	$3.3B	0.7%	—	$52.23	+28.50%	11 qtrssince 2023-Q4	Increased 50
GOOGL Alphabet Inc.	9.1M	$3.3B	0.7%	—	$143.49	+95.16%	31 qtrssince 2018-Q4	Increased 46
SPYV ETF SPDR SERIES TRUST	52M	$3.2B	0.7%	—	$41.39	+54.23%	31 qtrssince 2018-Q4	Increased 45
XLK ETF SELECT SECTOR SPDR TR	15.8M	$3B	0.7%	—	$71.96	+145.30%	31 qtrssince 2018-Q4	Increased 45

$445.1B

AUM

6,201

Positions

Q2 2026

Filing

HI rating · 3.0/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$257,147,939,183	4.5247798131%
2025-Q2	$299,807,977,402	16.5896869928%
2025-Q3	$343,111,257,089	14.4436716002%
2025-Q4	$366,181,023,834	6.72369858708%
2026-Q1	$376,559,619,414	2.83428001575%
2026-Q2	$445,103,712,153	18.2027198895%