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

About Lpl Financial LLC

Investment Activity

  • Lpl Financial LLC has $376.56 billion in total holdings as of March 31, 2026.
  • Lpl Financial LLC owns shares of 5,773 different stocks, but just 439 companies or ETFs make up 80% of its holdings.
  • Approximately 7.57% of the portfolio was purchased this quarter.
  • About 2.98% of the portfolio was sold this quarter.
  • This quarter, Lpl Financial LLC has purchased 5,658 new stocks and bought additional shares in 3,234 stocks.
  • Lpl Financial LLC sold shares of 2,136 stocks and completely divested from 198 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust
$6,621,545,397
Invesco QQQ
$6,126,321,261
Apple
$6,026,624,963
NVIDIA
$5,847,764,404

Largest New Holdings this Quarter

09290C855 - BLACKROCK ETF TRUST
$462,118,434 Holding
46438G448 - ISHARES TR
$290,211,085 Holding
G0593M107 - AstraZeneca
$128,508,761 Holding
G0250X149 - AMCOR PLC
$73,370,759 Holding
555927862 - NOMURA ETF TR
$49,693,324 Holding

Largest Purchases this Quarter

Vanguard Russell 1000 Value ETF
14,733,438 shares (about $1.38B)
Vanguard Russell 1000 Growth ETF
8,608,153 shares (about $944.23M)
iShares Core S&P 500 ETF
1,103,930 shares (about $721.10M)
iShares MSCI EAFE Growth ETF
5,750,000 shares (about $640.38M)
SPDR Portfolio S&P 500 ETF
7,149,483 shares (about $547.22M)

Largest Sales this Quarter

Vanguard Total Stock Market ETF
3,754,475 shares (about $1.20B)
iShares S&P 100 ETF
3,316,699 shares (about $1.05B)
iShares Russell 2000 ETF
3,698,037 shares (about $917.11M)
iShares Core S&P Mid-Cap ETF
6,054,433 shares (about $408.86M)
iShares Gold Trust
3,562,366 shares (about $314.06M)

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
$7,568,737,433$721,098,086 â–²10.5%11,586,9902.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,621,545,397$119,073,353 â–¼-1.8%10,181,6671.8%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,126,321,261$91,457,625 â–¼-1.5%10,614,2311.6%Finance
Apple Inc. stock logo
AAPL
Apple
$6,026,624,963$21,347,545 â–²0.4%23,746,5041.6%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,847,764,404$57,245,403 â–²1.0%33,530,7601.6%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$4,489,877,486$547,221,418 â–²13.9%58,660,5381.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$4,167,051,904$474,429,878 â–²12.8%46,029,5151.1%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$3,899,802,040$38,214,076 â–¼-1.0%39,830,4791.0%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$3,834,367,605$122,258,630 â–²3.3%10,358,3971.0%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,827,348,351$245,480,709 â–¼-6.0%6,405,0681.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$3,643,148,833$16,019,691 â–¼-0.4%52,231,5261.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,501,072,041$59,602,084 â–²1.7%16,810,2560.9%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,312,460,932$1,204,473,065 â–¼-26.7%10,325,3050.9%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$3,227,805,043$499,512,202 â–²18.3%140,890,6620.9%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$3,098,953,600$3,784,028 â–¼-0.1%16,156,3720.8%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$3,056,519,021$355,627,284 â–²13.2%71,850,4730.8%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$2,913,643,065$78,611,344 â–²2.8%51,495,9910.8%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$2,657,108,237$7,702,439 â–²0.3%27,984,2900.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,557,610,046$53,660,995 â–²2.1%8,894,1790.7%Computer and Technology
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$2,548,343,354$77,408,312 â–¼-2.9%43,801,0220.7%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$2,502,443,273$47,335,801 â–¼-1.9%10,531,2830.7%ETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$2,451,465,831$1,381,112,446 â–²129.0%26,151,7590.7%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$2,362,783,274$121,341,234 â–²5.4%20,889,2530.6%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,357,457,021$40,912,373 â–¼-1.7%5,397,2320.6%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$2,230,378,920$24,000,945 â–²1.1%14,379,3370.6%Manufacturing
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$2,218,181,574$107,521,378 â–¼-4.6%10,505,2410.6%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$2,207,637,940$124,817,059 â–²6.0%32,332,1340.6%Manufacturing
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,193,559,154$86,051,350 â–²4.1%11,180,2210.6%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$2,183,978,861$81,989,602 â–²3.9%47,282,5060.6%Manufacturing
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$2,112,449,712$287,379,550 â–²15.7%52,561,5770.6%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,089,206,803$35,379,438 â–¼-1.7%15,720,1430.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,068,394,421$110,214,977 â–¼-5.1%16,639,0040.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,059,972,854$95,318,555 â–²4.9%6,655,5940.5%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,037,810,966$32,129,756 â–¼-1.6%4,735,9010.5%Finance
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$1,840,855,964$944,228,299 â–²105.3%16,782,3500.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,789,690,944$24,214,997 â–²1.4%6,238,9010.5%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,781,165,475$47,783,236 â–¼-2.6%27,795,9670.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,780,764,197$32,238,378 â–²1.8%3,112,5170.5%Computer and Technology
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$1,761,320,029$83,752,258 â–²5.0%17,225,6240.5%Manufacturing
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,743,238,597$97,886,018 â–²5.9%51,974,9150.5%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$1,735,877,766$31,130,559 â–²1.8%38,025,8020.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,637,100,806$35,687,971 â–²2.2%3,839,3550.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,634,991,125$19,413,351 â–²1.2%3,411,9180.4%Finance
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$1,590,679,936$83,800,965 â–²5.6%47,103,3440.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,587,269,047$19,469,273 â–¼-1.2%5,395,9380.4%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,557,874,952$408,855,840 â–¼-20.8%23,069,3770.4%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$1,550,086,670$97,577,899 â–²6.7%20,848,5110.4%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$1,543,395,113$144,440,405 â–²10.3%53,851,8900.4%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$1,537,383,438$330,006,547 â–²27.3%16,776,3360.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,505,952,015$19,926,166 â–²1.3%7,002,4750.4%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$1,420,205,252$103,393,665 â–²7.9%20,236,6100.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,406,052,797$37,330,029 â–²2.7%19,093,6020.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,377,737,116$20,516,627 â–¼-1.5%13,878,6860.4%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,278,287,954$225,233,055 â–²21.4%6,660,5260.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,254,589,125$47,562,802 â–²3.9%3,374,8200.3%Auto/Tires/Trucks
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,248,577,062$70,385,411 â–²6.0%11,762,3840.3%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,210,507,949$35,338,650 â–¼-2.8%7,134,9050.3%Energy
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,197,474,704$35,013,832 â–¼-2.8%4,898,8490.3%Medical
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$1,188,235,113$115,934,937 â–¼-8.9%24,590,9610.3%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$1,164,016,863$6,388,877 â–¼-0.5%18,606,4090.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,119,211,910$43,230,108 â–²4.0%1,123,2220.3%Retail/Wholesale
WALMART INC
$1,107,659,120$6,004,091 â–²0.5%8,912,6100.3%COM
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,102,340,253$23,945,283 â–²2.2%1,198,4960.3%Medical
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,092,816,699$207,375,686 â–²23.4%10,856,5150.3%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,086,078,685$90,804,091 â–²9.1%37,283,8560.3%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$1,083,411,700$44,062,244 â–²4.2%2,825,8000.3%Manufacturing
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$1,077,825,405$165,958,338 â–²18.2%28,053,7590.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,027,368,374$84,773,527 â–²9.0%3,577,4370.3%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$1,012,538,741$60,829,724 â–¼-5.7%11,527,0810.3%Manufacturing
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,007,228,805$14,215,083 â–²1.4%19,901,7750.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,001,139,167$8,920,508 â–¼-0.9%6,759,8860.3%Financial Services
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$996,189,432$76,404,514 â–¼-7.1%20,178,0330.3%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$980,657,548$840,529 â–¼-0.1%24,870,8520.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$947,091,587$39,375,723 â–¼-4.0%30,870,0010.3%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$946,309,347$157,635,197 â–²20.0%15,447,4280.3%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$937,007,483$110,672,617 â–²13.4%16,876,9370.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$931,845,027$917,113,084 â–¼-49.6%3,757,4400.2%Finance
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$928,977,105$27,375,105 â–²3.0%11,226,3100.2%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$928,494,584$36,684,899 â–¼-3.8%6,333,0920.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$915,531,513$1,220,056 â–¼-0.1%4,284,7920.2%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$914,751,428$18,684,863 â–²2.1%12,165,8670.2%ETF
J P MORGAN EXCHANGE TRADED F
$908,110,601$202,693,701 â–²28.7%16,888,7970.2%ACTIVE BOND ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$904,489,956$30,556,833 â–²3.5%2,536,7120.2%ETF
BLACKROCK ETF TRUST
$901,680,704$130,441,467 â–²16.9%27,365,1210.2%ISHARES A I INNO
Chevron Corporation stock logo
CVX
Chevron
$900,466,732$45,140,401 â–²5.3%4,352,1840.2%Energy
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$897,461,735$314,058,182 â–¼-25.9%10,179,9200.2%Finance
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$888,562,021$35,030,234 â–¼-3.8%17,789,0300.2%Manufacturing
Visa Inc. stock logo
V
Visa
$885,126,084$9,621,507 â–¼-1.1%2,928,5540.2%Business Services
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$883,344,202$7,308,370 â–¼-0.8%16,343,0950.2%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$880,562,879$640,377,454 â–²266.6%7,906,6440.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$873,953,096$34,424,117 â–¼-3.8%1,252,5840.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$870,117,215$154,878,770 â–¼-15.1%3,322,0730.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$858,055,825$20,045,834 â–²2.4%3,945,2660.2%Medical
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$844,529,141$56,230,082 â–¼-6.2%5,929,4330.2%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$827,570,691$32,816,637 â–²4.1%5,116,9890.2%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$826,812,453$104,343,598 â–¼-11.2%8,209,0200.2%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$819,309,291$8,658,080 â–²1.1%15,777,1880.2%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$807,895,044$17,882,373 â–²2.3%3,366,3700.2%ETF
BTHM
BlackRock Future U.S. Themes ETF
$807,285,995$69,304,685 â–²9.4%22,288,4050.2%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$805,129,621$352,995,756 â–²78.1%8,332,9500.2%ETF

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