LPL Financial 13F holdings
LPL Financial's 13F filing for the quarter ending 2026-09-30, filed 2026-11-06: reported holdings worth $467.88 billion across 6,042 positions.
Largest holdings
- ISHARES CORE S&P 500 ETF (IVV): $11.96 billion, 2.56% of the portfolio, shares up 5.7%
- APPLE INC (AAPL): $8.25 billion, 1.77% of the portfolio, shares up 2.1%
- NVIDIA CORPORATION (NVDA): $8.12 billion, 1.74% of the portfolio, shares up 3.7%
- INVESCO QQQ TRUST (QQQ): $7.86 billion, 1.68% of the portfolio, shares up 0.2%
- STATE STREET SPDR S&P 500 ETF TRUST (SPY): $7.59 billion, 1.62% of the portfolio, shares up 0.5%
- STATE STREET SPDR PORTFOLIO S&P 500 ETF (SPYM): $5.83 billion, 1.25% of the portfolio, shares up 2.5%
- MICROSOFT CORP (MSFT): $5.70 billion, 1.22% of the portfolio, shares up 3.2%
- STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG): $5.30 billion, 1.13% of the portfolio, shares up 5.9%
- ISHARES CORE MSCI EAFE ETF (IEFA): $5.03 billion, 1.08% of the portfolio, shares up 8.6%
- VANGUARD S&P 500 ETF (VOO): $4.88 billion, 1.04% of the portfolio, shares up 5.1%
- AMAZON COM INC (AMZN): $4.37 billion, 0.94% of the portfolio, shares up 2.5%
- CAPITAL GROUP DIVIDEND VALUE ETF (CGDV): $4.24 billion, 0.91% of the portfolio, shares up 7.1%
- VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF (VTI): $3.96 billion, 0.85% of the portfolio, shares up 2.8%
- INVESCO NASDAQ 100 ETF (QQQM): $3.88 billion, 0.83% of the portfolio, shares up 8.5%
- ISHARES U.S. TREASURY BOND ETF (GOVT): $3.78 billion, 0.81% of the portfolio, shares up 6.3%
Source: SEC 13F filings via Fear & Greed (feargreedflow.com). 13F filings show long U.S. equity positions at quarter end, filed up to 45 days later. Market data can be delayed; check dates before relying on a figure. Answers are research, not financial advice.