LPL Financial LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings5,793 positions
ISHARES TR | 10.1M | $6.8B | 2.0% | $391.58 | +68.92% | 28 qtrssince 2018-Q4 | Increased 55 |
STATE STR SPDR S&P 500 ETF T | 9.9M | $6.6B | 1.9% | $372.01 | +77.16% | 28 qtrssince 2018-Q4 | Increased 52 |
INVESCO QQQ TR | 10.6M | $6.3B | 1.8% | $299.48 | +99.67% | 28 qtrssince 2018-Q4 | Increased 52 |
NVIDIA CORPORATION | 32.8M | $6.1B | 1.8% | $50.41 | +269.22% | 28 qtrssince 2018-Q4 | Increased 52 |
APPLE INC | 22.9M | $5.8B | 1.7% | $122.24 | +107.54% | 28 qtrssince 2018-Q4 | Increased 54 |
MICROSOFT CORP | 9.5M | $4.9B | 1.4% | $286.37 | +79.39% | 28 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INDEX FDS | 13.8M | $4.5B | 1.3% | $166.58 | +94.78% | 28 qtrssince 2018-Q4 | Increased 51 |
SPDR SERIES TRUST | 39.2M | $4.1B | 1.2% | $63.21 | +64.46% | 28 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 6.3M | $3.9B | 1.1% | $382.31 | +58.36% | 28 qtrssince 2018-Q4 | Increased 52 |
SPDR SERIES TRUST | 48.5M | $3.8B | 1.1% | $54.97 | +40.97% | 28 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 18.5M | $3.6B | 1.1% | $126.92 | +51.86% | 28 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 15.9M | $3.5B | 1.0% | $152.74 | +43.76% | 28 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 39M | $3.4B | 1.0% | $60.87 | +40.07% | 28 qtrssince 2018-Q4 | Increased 46 |
ISHARES INC | 47M | $3.1B | 0.9% | $51.63 | +25.07% | 28 qtrssince 2018-Q4 | Increased 49 |
VANGUARD INDEX FDS | 5.5M | $2.6B | 0.8% | $36.89 | +115.77% | 28 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 111.2M | $2.6B | 0.7% | $21.14 | +5.85% | 28 qtrssince 2018-Q4 | Increased 47 |
SPDR SERIES TRUST | 46.4M | $2.6B | 0.7% | $39.57 | +37.34% | 28 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 26.8M | $2.5B | 0.7% | $85.05 | +7.60% | 28 qtrssince 2018-Q4 | Increased 48 |
BLACKROCK ETF TRUST | 40.9M | $2.4B | 0.7% | $49.42 | +18.73% | 8 qtrssince 2023-Q4 | Increased 56 |
INVESCO EXCH TRADED FD TR II | 9.8M | $2.4B | 0.7% | $178.14 | +38.19% | 19 qtrssince 2021-Q1 | Increased 50 |
LPL Financial LLC manages $343.1B across 5793 positions as of Q3 2025. Top holdings: IVV (2.0%), SPY (1.9%), QQQ (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 402 new positions, 211 exits, 3525 increased. Top move: DYNF (INCREASED, conviction 56). Portfolio: $343.1B across 5793 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