LPL Financial LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings5,869 positions
ISHARES TR | 10.5M | $7.2B | 2.0% | $402.16 | +68.92% | 29 qtrssince 2018-Q4 | Increased 52 |
STATE STR SPDR S&P 500 ETF T | 10.2M | $6.9B | 1.9% | $378.87 | +78.59% | 29 qtrssince 2018-Q4 | Increased 51 |
INVESCO QQQ TR | 10.7M | $6.6B | 1.8% | $304.38 | +103.50% | 29 qtrssince 2018-Q4 | Increased 51 |
APPLE INC | 23.6M | $6.4B | 1.8% | $127.00 | +113.48% | 29 qtrssince 2018-Q4 | Increased 52 |
NVIDIA CORPORATION | 33.2M | $6.2B | 1.7% | $51.90 | +258.48% | 29 qtrssince 2018-Q4 | Increased 51 |
MICROSOFT CORP | 10M | $4.8B | 1.3% | $296.11 | +62.29% | 29 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INDEX FDS | 14.1M | $4.7B | 1.3% | $169.86 | +95.71% | 29 qtrssince 2018-Q4 | Increased 51 |
SPDR SERIES TRUST | 40.2M | $4.3B | 1.2% | $64.33 | +65.25% | 29 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 6.8M | $4.3B | 1.2% | $398.89 | +55.87% | 29 qtrssince 2018-Q4 | Increased 54 |
SPDR SERIES TRUST | 51.5M | $4.1B | 1.1% | $56.43 | +41.04% | 29 qtrssince 2018-Q4 | Increased 54 |
AMAZON COM INC | 16.5M | $3.8B | 1.0% | $155.68 | +48.26% | 29 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 40.8M | $3.6B | 1.0% | $62.15 | +44.60% | 29 qtrssince 2018-Q4 | Increased 47 |
ISHARES INC | 52.5M | $3.5B | 1.0% | $53.28 | +26.49% | 29 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 16.2M | $3.2B | 0.9% | $126.92 | +55.55% | 29 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 50.1M | $2.8B | 0.8% | $40.78 | +37.59% | 29 qtrssince 2018-Q4 | Increased 49 |
CAPITAL GROUP DIVIDEND VALUE | 63.5M | $2.8B | 0.8% | $36.69 | +18.26% | 15 qtrssince 2022-Q2 | Increased 54 |
BLACKROCK ETF TRUST | 45.1M | $2.7B | 0.7% | $50.46 | +19.73% | 9 qtrssince 2023-Q4 | Increased 50 |
ISHARES TR | 119.1M | $2.7B | 0.7% | $21.23 | +6.20% | 29 qtrssince 2018-Q4 | Increased 48 |
ALPHABET INC | 8.7M | $2.7B | 0.7% | $135.12 | +131.19% | 29 qtrssince 2018-Q4 | Increased 47 |
INVESCO EXCH TRADED FD TR II | 10.7M | $2.7B | 0.7% | $185.03 | +37.84% | 20 qtrssince 2021-Q1 | Increased 49 |
LPL Financial LLC manages $366.2B across 5869 positions as of Q4 2025. Top holdings: IVV (2.0%), SPY (1.9%), QQQ (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 308 new positions, 229 exits, 3198 increased. Top move: VOO (INCREASED, conviction 54). Portfolio: $366.2B across 5869 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