Free Trial

Lpl Financial LLC Top Holdings and 13F Report (2026)

About Lpl Financial LLC

Investment Activity

  • Lpl Financial LLC has $467.88 billion in total holdings as of September 30, 2026.
  • Lpl Financial LLC owns shares of 6,073 different stocks, but just 442 companies or ETFs make up 80% of its holdings.
  • Approximately 7.12% of the portfolio was purchased this quarter.
  • About 1.65% of the portfolio was sold this quarter.
  • This quarter, Lpl Financial LLC has purchased 5,997 new stocks and bought additional shares in 3,486 stocks.
  • Lpl Financial LLC sold shares of 2,196 stocks and completely divested from 210 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF
$11,963,012,911
Apple
$8,264,453,757
NVIDIA
$8,136,978,757
Invesco QQQ
$7,901,372,215
SPDR S&P 500 ETF Trust
$7,715,380,526

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$1,158,728,062 Holding
30609A109 - ONEOK INC NEW
$155,069,441 Holding
25239Y170 - DFA INVT DIMENSIONS GROUP IN
$90,451,260 Holding
78392B206 - SK HYNIX INC
$50,556,357 Holding
16140T806 - CARILLON SER TR
$42,053,800 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP
7,119,681 shares (about $1.16B)
BLACKROCK ETF TRUST
21,266,187 shares (about $773.03M)
iShares MSCI ACWI ex U.S. ETF
10,117,881 shares (about $765.11M)
iShares Core Total USD Bond Market ETF
15,169,154 shares (about $668.81M)
iShares Core S&P 500 ETF
837,961 shares (about $641.75M)

Largest Sales this Quarter

iShares MSCI USA Momentum Factor ETF
2,305,557 shares (about $731.65M)
iShares MBS ETF
6,380,907 shares (about $571.86M)
iShares Core MSCI Emerging Markets ETF
3,426,008 shares (about $278.05M)
iShares MSCI USA Min Vol Factor ETF
1,541,415 shares (about $150.20M)
iShares MSCI EAFE Growth ETF
841,491 shares (about $100.84M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLpl Financial LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$11,963,012,911$641,752,398 ▲5.7%15,620,5702.6%ETF
Apple Inc. stock logo
AAPL
Apple
$8,264,453,757$171,303,823 ▲2.1%24,816,6891.8%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$8,136,978,757$291,488,241 ▲3.7%35,629,1221.7%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$7,901,372,215$10,142,986 ▼-0.1%10,680,8501.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$7,715,380,526$12,587,208 ▲0.2%10,116,8071.6%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$5,826,998,237$140,198,474 ▲2.5%64,917,5401.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$5,703,899,537$172,970,899 ▲3.1%11,120,8811.2%Technology
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$5,297,921,654$296,889,626 ▲5.9%43,044,5391.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$5,025,296,658$397,964,817 ▲8.6%51,871,3541.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,877,337,991$233,587,526 ▲5.0%6,959,0761.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,380,527,818$101,881,170 ▲2.4%17,581,8900.9%Consumer Discretionary
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$4,243,212,139$282,831,722 ▲7.1%86,862,0730.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,964,464,510$106,788,257 ▲2.8%10,593,3750.8%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$3,877,809,604$301,569,520 ▲8.4%12,729,1550.8%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$3,779,489,296$223,138,535 ▲6.3%172,816,1570.8%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$3,623,427,230$278,054,796 ▼-7.1%44,645,4830.8%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$3,563,827,672$184,835,121 ▲5.5%51,455,7880.8%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$3,409,891,023$668,807,984 ▲24.4%77,339,3310.7%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$3,361,015,043$181,000,299 ▲5.7%54,981,4360.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,240,019,981$105,641,160 ▲3.4%9,416,4730.7%Communication Services
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$3,167,093,697$203,405,821 ▲6.9%14,250,7820.7%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$3,133,455,927$65,648,435 ▲2.1%22,026,2620.7%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$3,100,209,236$5,228,874 ▲0.2%15,837,5950.7%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$3,070,938,671$229,502,426 ▲8.1%64,746,7590.7%ETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$3,024,000,941$82,051,108 ▲2.8%27,819,6960.6%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3,008,217,197$1,452,303 ▲0.0%33,383,8340.6%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$2,965,547,721$131,566,904 ▲4.6%15,306,0530.6%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$2,894,923,161$159,604,409 ▲5.8%36,976,9240.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,542,392,084$66,224,414 ▲2.7%11,765,9760.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,508,195,994$84,840,474 ▲3.5%7,141,9920.5%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,361,436,667$34,215,438 ▲1.5%3,256,3460.5%Communication Services
Alphabet Inc. stock logo
GOOG
Alphabet
$2,285,373,699$60,812,895 ▲2.7%6,707,0890.5%Communication Services
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$2,262,257,930$64,873,964 ▲3.0%17,546,4050.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,262,006,240$40,326,200 ▲1.8%16,627,5090.5%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$2,243,347,188$44,469,170 ▲2.0%9,827,1740.5%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$2,207,250,917$248,784,663 ▲12.7%43,960,3870.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,052,228,010$46,882,637 ▲2.3%29,064,2700.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,015,493,890$80,615,326 ▲4.2%16,090,4840.4%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$1,988,846,454$65,753,675 ▲3.4%18,034,5170.4%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,929,624,978$52,651,326 ▲2.8%59,777,7270.4%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$1,892,391,938$113,949,231 ▲6.4%50,504,1880.4%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$1,859,371,465$571,856,874 ▼-23.5%20,747,2830.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,803,404,179$64,539,305 ▲3.7%5,451,1510.4%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,801,472,719$56,463,536 ▲3.2%3,617,7790.4%Finance
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$1,795,933,363$33,812,283 ▲1.9%2,948,9880.4%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,770,001,181$106,688,893 ▲6.4%1,661,8010.4%Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,740,096,288$76,188,774 ▲4.6%7,458,3020.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,711,379,907$7,253,859 ▲0.4%4,493,6980.4%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$1,708,388,478$285,383,905 ▲20.1%18,642,3890.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,688,922,205$36,719,176 ▲2.2%23,473,5560.4%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$1,662,320,676$57,050,399 ▲3.6%22,049,6190.4%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,616,172,479$240,300,190 ▲17.5%44,981,1450.3%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$1,589,221,260$150,515,774 ▲10.5%35,712,8380.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,570,658,224$280,918,476 ▲21.8%15,535,6900.3%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$1,553,157,788$77,922,861 ▲5.3%56,933,9390.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,535,972,198$52,819,525 ▲3.6%1,327,4560.3%Healthcare
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,490,019,841$12,292,089 ▲0.8%2,435,6290.3%Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,459,889,562$73,112,151 ▲5.3%20,810,9710.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,452,641,189$5,496,083 ▲0.4%15,365,3610.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,422,026,600$91,385,669 ▲6.9%6,836,0100.3%ETF
ISHARES TR
$1,392,698,161$297,101,641 ▲27.1%13,832,9180.3%0-3 MTH TREASURY
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,384,682,238$46,383,769 ▲3.5%5,230,3480.3%Healthcare
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$1,383,683,141$52,900,751 ▲4.0%26,176,3760.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,317,582,147$52,228,039 ▲4.1%3,713,4860.3%Consumer Discretionary
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,295,917,076$2,936,280 ▼-0.2%10,312,0640.3%ETF
BLACKROCK ETF TRUST
$1,257,630,713$3,081,932 ▲0.2%26,650,3650.3%ISHA I IN TE ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$1,244,604,083$82,067,379 ▲7.1%8,210,8730.3%ETF
BLACKROCK ETF TRUST
$1,241,374,975$773,025,881 ▲165.1%34,150,6190.3%ISHA IN CTRY ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$1,201,005,217$61,903,658 ▲5.4%19,605,0480.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,188,110,499$98,221,012 ▲9.0%36,523,5340.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,181,465,077$54,654,813 ▲4.9%15,065,8660.3%ETF
J P MORGAN EXCHANGE TRADED F
$1,177,736,619$112,008,108 ▲10.5%23,038,6670.3%ACTIVE BOND ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$1,162,922,193$15,438,583 ▼-1.3%17,419,4470.2%ETF
EXXONMOBIL HOLDINGS CORP
$1,158,728,062$1,158,728,062 ▲New Holding7,119,6810.2%COM SHS
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,157,835,127$34,000,595 ▲3.0%7,460,2780.2%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,145,070,123$138,029,660 ▲13.7%22,733,1780.2%ETF
Visa Inc. stock logo
V
Visa
$1,114,392,190$37,695,510 ▲3.5%3,101,3060.2%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,106,838,608$119,407,915 ▲12.1%6,571,8960.2%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$1,100,965,677$44,268,675 ▲4.2%27,130,7500.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$1,098,793,394$10,294,062 ▲0.9%6,608,0910.2%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$1,095,085,087$421,730 ▼0.0%11,261,6740.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,084,104,799$25,522,085 ▲2.4%2,605,2070.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,083,709,960$12,152,947 ▲1.1%4,142,7810.2%Healthcare
BLACKROCK ETF TRUST
$1,075,450,123$344,821,250 ▲47.2%21,965,8940.2%ISHA LA CORE ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$1,073,099,675$85,936,900 ▼-7.4%12,762,8420.2%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,068,626,274$25,924,662 ▲2.5%1,173,8760.2%Consumer Staples
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,050,288,387$15,008,123 ▼-1.4%19,668,3230.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,045,143,045$42,771,141 ▲4.3%4,215,4770.2%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,041,688,268$35,765,747 ▲3.6%2,283,4530.2%Technology
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$1,034,676,092$108,475,695 ▲11.7%8,785,5670.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,023,316,708$19,410,891 ▼-1.9%3,682,4530.2%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$1,020,242,701$47,650,268 ▼-4.5%12,891,6200.2%ETF
PALANTIR TECHNOLOGIES INC
$1,010,401,382$70,591,917 ▲7.5%5,401,7720.2%CL A
Columbia Research Enhanced Core ETF stock logo
RECS
Columbia Research Enhanced Core ETF
$1,007,846,847$29,437,683 ▲3.0%22,351,8930.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$995,262,255$6,403,403 ▼-0.6%16,780,6840.2%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$991,656,816$44,146,305 ▲4.7%9,270,4200.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$983,634,434$44,386,131 ▲4.7%3,457,5360.2%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$975,708,389$50,051,296 ▲5.4%18,850,6270.2%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$969,315,815$57,451,256 ▲6.3%19,693,5360.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$962,650,684$3,932,330 ▲0.4%1,187,3000.2%Industrials

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data