LPL Financial LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1403438
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$445.1B
incl. option notional
Equity Holdings
ⓘ$444.6B
Option Notional
ⓘ$481.5M
$374.2M puts / $107.3M calls
Holdings
6,201
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
LPL Financial LLC disclosed 6,201 positions worth $445.1B in its Form 13F-HR for Q2 2026 — $444.6B in common stock plus $481.5M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $QQQ and $SPY. During the quarter the fund opened 420 new positions and exited 196 and a full exit from $CTRA. The portfolio is most concentrated in Other (68.0% of disclosed assets). All figures are sourced directly from LPL Financial LLC’s Form 13F-HR filing with the SEC under CIK 1403438.
AI Fund Analysis
StableISHARES TR - CORE S&P500 E
2.5% weight
Held 10 quarters
$QQQ1.8% weight
Held 10 quarters
$SPY1.7% weight
Held 10 quarters
$AAPL1.6% weight
Held 10 quarters
$NVDA1.5% weight
Held 10 quarters
$AAPL9 quarters accumulating
$NVDA9 quarters accumulating
SPDR SERIES TRUST - ST STR
9 quarters accumulating
$AMZN9 quarters accumulating
$MSFT9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$11.1B14,782,609 sh- —
Quality
$7.8B10,606,761 sh - —
Quality
$7.4B9,899,502 sh - 76.4
Quality
$7.0B24,255,694 sh - 85.9
Quality
$6.9B34,302,392 sh SPDR SERIES TRUST - ST STR P500ETF
—Quality
$5.6B63,355,614 shSPDR SERIES TRUST - ST STR P500GRW
—Quality
$4.8B40,632,371 shISHARES TR - CORE MSCI EAFE
—Quality
$4.6B47,763,542 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$4.5B6,623,289 sh- 68.7
Quality
$4.1B17,124,075 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $11.1B | 14,782,609 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $7.8B | 10,606,761 |
| SPDR S&P 500 ETF TRUST$SPY | — | $7.4B | 9,899,502 |
| Apple Inc.$AAPL | 76.4 | $7.0B | 24,255,694 |
| NVIDIA CORP$NVDA | 85.9 | $6.9B | 34,302,392 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $5.6B | 63,355,614 |
| SPDR SERIES TRUST - ST STR P500GRW | — | $4.8B | 40,632,371 |
| ISHARES TR - CORE MSCI EAFE | — | $4.6B | 47,763,542 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $4.5B | 6,623,289 |
| AMAZON COM INC$AMZN | 68.7 | $4.1B | 17,124,075 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LPL Financial LLC's 6,201 positions.
Showing top 10 of 6,201 holdings.
Sector Allocation
Other
$302.3B
Technology
$49.5B
Financials
$41.9B
Industrials
$12.3B
Consumer Discretionary
$10.6B
Healthcare
$9.2B
Energy
$4.7B
Consumer Staples
$3.8B
Top Holdings — LPL Financial LLC (Q2 2026)
Top 150 of 6,201 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $11.1B | 2.5% | +28% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $7.8B | 1.8% | +0% | — |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $7.4B | 1.7% | -1% | — |
| 4 | $AAPL | Apple Inc. | $7.0B | 1.6% | +2% | 76.4 |
| 5 | $NVDA | NVIDIA CORP | $6.9B | 1.5% | +2% | 85.9 |
| 6 | — | SPDR SERIES TRUST - ST STR P500ETF | $5.6B | 1.3% | +8% | — |
| 7 | — | SPDR SERIES TRUST - ST STR P500GRW | $4.8B | 1.1% | +2% | — |
| 8 | — | ISHARES TR - CORE MSCI EAFE | $4.6B | 1.0% | +4% | — |
| 9 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $4.5B | 1.0% | +3% | — |
| 10 | $AMZN | AMAZON COM INC | $4.1B | 0.9% | +2% | 68.7 |
| 11 | $MSFT | MICROSOFT CORP | $4.0B | 0.9% | +4% | 79.8 |
| 12 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $4.0B | 0.9% | +13% | — |
| 13 | — | ISHARES INC - CORE MSCI EMKT | $4.0B | 0.9% | -8% | — |
| 14 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $3.8B | 0.9% | -0% | — |
| 15 | — | ISHARES TR - US TREAS BD ETF | $3.7B | 0.8% | +15% | — |
| 16 |  $IVZ | Invesco Ltd. | $3.6B | 0.8% | +11% | — |
| 17 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $3.3B | 0.8% | +11% | — |
| 18 |  $GOOG | Alphabet Inc. | $3.3B | 0.7% | +2% | 78.2 |
| 19 | — | SPDR SERIES TRUST - ST STR P500VAL | $3.2B | 0.7% | +1% | — |
| 20 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $3.0B | 0.7% | +1% | — |
| 21 | — | ISHARES TR - S&P 500 GRWT ETF | $3.0B | 0.7% | +3% | — |
| 22 | — | ISHARES TR - MSCI USA QLT FCT | $2.9B | 0.7% | -17% | — |
| 23 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $2.9B | 0.7% | +3% | — |
| 24 | — | VANGUARD INDEX FDS - GROWTH ETF | $2.9B | 0.7% | +518% | — |
| 25 | — | ISHARES TR - CORE UNIVRSL USD | $2.9B | 0.7% | +31% | — |
| 26 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $2.8B | 0.6% | +8% | — |
| 27 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $2.8B | 0.6% | +14% | — |
| 28 | — | ISHARES TR - CORE S&P US GWT | $2.8B | 0.6% | +2% | — |
| 29 |  $AVGO | Broadcom Inc. | $2.6B | 0.6% | +4% | 84.5 |
| 30 | — | ISHARES TR - MBS ETF | $2.6B | 0.6% | -3% | — |
| 31 | — | VANGUARD INDEX FDS - VALUE ETF | $2.5B | 0.6% | +2% | — |
| 32 | — | ISHARES TR - CORE S&P SCP ETF | $2.4B | 0.5% | -2% | — |
| 33 |  $GOOGL | Alphabet Inc. | $2.3B | 0.5% | +5% | 78.2 |
| 34 | — | ISHARES TR - S&P 500 VAL ETF | $2.2B | 0.5% | -8% | — |
| 35 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $2.2B | 0.5% | +2% | — |
| 36 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.0B | 0.5% | +2% | — |
| 37 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $2.0B | 0.4% | +3% | — |
| 38 | — | SPDR SERIES TRUST - ST INTER BD ETF | $1.9B | 0.4% | +12% | — |
| 39 | — | ISHARES TR - CORE S&P US VLU | $1.9B | 0.4% | +1% | — |
| 40 | — | ISHARES TR - RUS 1000 GRW ETF | $1.9B | 0.4% | +302% | — |
| 41 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $1.9B | 0.4% | +2% | — |
| 42 |  $MU | MICRON TECHNOLOGY INC | $1.8B | 0.4% | +13% | 86.2 |
| 43 |  $META | Meta Platforms, Inc. | $1.8B | 0.4% | +3% | 79.6 |
| 44 | — | ISHARES TR - CORE S&P MCP ETF | $1.8B | 0.4% | -0% | — |
| 45 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.8B | 0.4% | +3% | 73.8 |
| 46 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $1.7B | 0.4% | +1% | — |
| 47 |  $JPM | JPMORGAN CHASE & CO | $1.7B | 0.4% | -3% | 70.7 |
| 48 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.7B | 0.4% | +2% | — |
| 49 |  $GLD | SPDR GOLD TRUST | $1.6B | 0.4% | -6% | — |
| 50 | — | ISHARES TR - CORE DIV GRWTH | $1.6B | 0.4% | +5% | — |
| 51 | — | SPDR SERIES TRUST - ST INTER ETF | $1.5B | 0.3% | +0% | — |
| 52 |  $LLY | ELI LILLY & Co | $1.5B | 0.3% | +7% | 87.5 |
| 53 | — | ISHARES TR - CORE US AGGBD ET | $1.5B | 0.3% | +10% | — |
| 54 |  $TSLA | Tesla, Inc. | $1.5B | 0.3% | +6% | 53.9 |
| 55 | — | SPDR SERIES TRUST - ST STR SP600 SML | $1.5B | 0.3% | +2% | — |
| 56 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.5B | 0.3% | +4% | — |
| 57 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $1.4B | 0.3% | +15% | — |
| 58 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $1.4B | 0.3% | -7% | — |
| 59 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $1.4B | 0.3% | -3% | — |
| 60 |  $AMD | ADVANCED MICRO DEVICES INC | $1.4B | 0.3% | -1% | 79.8 |
| 61 | — | ISHARES TR - NATIONAL MUN ETF | $1.4B | 0.3% | +8% | — |
| 62 | $IVZ | Invesco Ltd. | $1.4B | 0.3% | -4% | — |
| 63 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.3B | 0.3% | +3% | — |
| 64 |  $JNJ | JOHNSON & JOHNSON | $1.3B | 0.3% | +3% | 69 |
| 65 |  $CAT | CATERPILLAR INC | $1.3B | 0.3% | +8% | 66.5 |
| 66 | $IVZ | Invesco Ltd. | $1.2B | 0.3% | +13% | — |
| 67 | $IVZ | Invesco Ltd. | $1.2B | 0.3% | +13% | — |
| 68 | — | VANGUARD WORLD FD - INF TECH ETF | $1.2B | 0.3% | +725% | — |
| 69 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.2B | 0.3% | +302% | — |
| 70 | — | ISHARES TR - MSCI USA MMENTM | $1.2B | 0.3% | +0% | — |
| 71 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.1B | 0.3% | +7% | — |
| 72 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $1.1B | 0.3% | +10% | — |
| 73 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $1.1B | 0.3% | +5% | — |
| 74 | — | ISHARES TR - RUSSELL 2000 ETF | $1.1B | 0.3% | -0% | — |
| 75 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $1.1B | 0.3% | +23% | — |
| 76 | — | PACER FDS TR - US CASH COWS 100 | $1.1B | 0.3% | -5% | — |
| 77 | — | ISHARES TR - 0-3 MTH TREASURY | $1.1B | 0.3% | +0% | — |
| 78 |  $WT | WisdomTree, Inc. | $1.1B | 0.2% | -2% | 59.9 |
| 79 | — | ISHARES TR - CORE S&P TTL STK | $1.1B | 0.2% | +10% | — |
| 80 | — | ISHARES TR - EAFE GRWTH ETF | $1.1B | 0.2% | +9% | — |
| 81 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1B | 0.2% | +3% | 66.2 |
| 82 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.1B | 0.2% | -1% | — |
| 83 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $1.1B | 0.2% | +9% | — |
| 84 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $1.1B | 0.2% | +6% | — |
| 85 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.1B | 0.2% | +5% | — |
| 86 | — | ISHARES TR - RUS 1000 ETF | $1.0B | 0.2% | +0% | — |
| 87 | — | ISHARES TR - EAFE VALUE ETF | $1.0B | 0.2% | -35% | — |
| 88 |  $ABBV | AbbVie Inc. | $1.0B | 0.2% | +4% | 72.6 |
| 89 |  $V | VISA INC. | $1.0B | 0.2% | +2% | 82.9 |
| 90 |  $WMT | Walmart Inc. | $1.0B | 0.2% | +1% | 60.2 |
| 91 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $1.0B | 0.2% | +0% | — |
| 92 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.0B | 0.2% | +3% | — |
| 93 | — | VANGUARD INDEX FDS - SMALL CP ETF | $1.0B | 0.2% | -1% | — |
| 94 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $986.8M | 0.2% | +4% | — |
| 95 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $981.2M | 0.2% | +20% | — |
| 96 | — | ISHARES TR - RUS 1000 VAL ETF | $980.1M | 0.2% | -6% | — |
| 97 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $969.9M | 0.2% | +5% | — |
| 98 |  $XOM.R34088 | EXXON MOBIL CORP | $968.3M | 0.2% | -1% | 57.9 |
| 99 | — | COLUMBIA ETF TR I - RESH ENHNC COR | $939.1M | 0.2% | +8% | — |
| 100 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $930.6M | 0.2% | +4% | — |
| 101 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $930.2M | 0.2% | -7% | — |
| 102 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $926.0M | 0.2% | +7% | — |
| 103 | — | SPDR SERIES TRUST - ST STR P400MID | $909.1M | 0.2% | +5% | — |
| 104 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $870.9M | 0.2% | +3% | — |
| 105 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | $859.6M | 0.2% | +16% | — |
| 106 | $IVZ | Invesco Ltd. | $848.1M | 0.2% | +1% | — |
| 107 |  $IAU | ISHARES GOLD TRUST | $827.0M | 0.2% | +8% | — |
| 108 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $822.1M | 0.2% | +6% | — |
| 109 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $810.2M | 0.2% | +18% | — |
| 110 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $808.6M | 0.2% | -1% | — |
| 111 |  $HD | HOME DEPOT, INC. | $787.7M | 0.2% | +0% | 60.3 |
| 112 |  $CSCO | CISCO SYSTEMS, INC. | $784.6M | 0.2% | +0% | 70.3 |
| 113 | — | SPDR SERIES TRUST - ST STR SP600SM C | $781.9M | 0.2% | +39% | — |
| 114 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $776.9M | 0.2% | +8% | — |
| 115 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $775.0M | 0.2% | +12% | — |
| 116 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $770.2M | 0.2% | -5% | — |
| 117 | — | ISHARES TR - MSCI USA MIN ETF | $767.2M | 0.2% | +27% | — |
| 118 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $766.8M | 0.2% | +7% | — |
| 119 | — | ISHARES TR - U.S. TECH ETF | $765.7M | 0.2% | -0% | — |
| 120 | — | ISHARES TR - GLB INFRASTR ETF | $756.1M | 0.2% | +5% | — |
| 121 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $753.6M | 0.2% | -2% | — |
| 122 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $751.7M | 0.2% | +33% | — |
| 123 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $745.9M | 0.2% | +13% | — |
| 124 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $733.2M | 0.2% | -24% | — |
| 125 |  $BAH | Booz Allen Hamilton Holding Corp | $731.7M | 0.2% | +10% | 58 |
| 126 |  $CVX | CHEVRON CORP | $722.7M | 0.2% | +0% | 62.8 |
| 127 | — | CAPITAL GROUP CORE BALANCED - SHS | $710.5M | 0.2% | +26% | — |
| 128 | — | CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF | $708.0M | 0.2% | +62% | — |
| 129 | — | ISHARES TR - ISHARES SEMICDTR | $702.6M | 0.2% | +2% | — |
| 130 | $IVZ | Invesco Ltd. | $696.8M | 0.2% | +11% | — |
| 131 | — | PGIM ETF TR - PGIM ULTRA SH BD | $692.8M | 0.2% | +10% | — |
| 132 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $690.4M | 0.2% | -5% | — |
| 133 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $688.7M | 0.1% | -3% | — |
| 134 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $684.5M | 0.1% | +11% | — |
| 135 | — | ISHARES TR - RUS TP200 GR ETF | $682.6M | 0.1% | -2% | — |
| 136 | — | ISHARES TR - 10-20 YR TRS ETF | $673.5M | 0.1% | -18% | — |
| 137 |  $LRCX | LAM RESEARCH CORP | $668.7M | 0.1% | +4% | 79.4 |
| 138 | $WT | WisdomTree, Inc. | $667.6M | 0.1% | +4% | 59.9 |
| 139 |  $AMAT | APPLIED MATERIALS INC /DE | $662.6M | 0.1% | +6% | 72.3 |
| 140 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $657.8M | 0.1% | -2% | — |
| 141 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $654.8M | 0.1% | +14% | — |
| 142 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | $650.9M | 0.1% | -3% | — |
| 143 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $646.4M | 0.1% | +2% | — |
| 144 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | $643.7M | 0.1% | +5% | — |
| 145 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $631.8M | 0.1% | -23% | — |
| 146 |  $PG | PROCTER & GAMBLE Co | $616.6M | 0.1% | +1% | 64.6 |
| 147 |  $GS | GOLDMAN SACHS GROUP INC | $614.1M | 0.1% | +5% | 73.5 |
| 148 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $609.6M | 0.1% | NEW | — |
| 149 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $593.4M | 0.1% | +23% | — |
| 150 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | $592.6M | 0.1% | +15% | — |
New Positions (420)
BLACKROCK ETF TRUST - ISHA SYST AL ETF$609.6M
BLACKROCK ETF TRUST - ISHA IN CTRY ETF$471.6M
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$344.7M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$298.9M
$BFLX Cann American Corp.$142.2M J P MORGAN EXCHANGE TRADED F - US RESEARCH ENHN$141.8M
$HONA Honeywell Aerospace Inc.$131.0M T ROWE PRICE EXCHANGE-TRADED - US HIGH YIELD$28.3M
$FDXF FedEx Freight Holding Company, Inc.$26.6M MANAGED PORTFOLIO SER - KENS CR OPPO ETF$22.9M
FIRST TR EXCHANGE-TRADED FD - BLOOMBERG AI ETF$20.2M
ALLSPRING EXCHANGE TRADED FU - INCOME PLUS ETF$18.8M
HORIZON FDS - CORE EQUITY ETF$15.4M
T ROWE PRICE EXCHANGE-TRADED - TOTAL RETURN ETF$15.3M
ROUNDHILL ETF TRUST - MEMORY ETF$14.9M
Exited Positions (196)
$CTRA Coterra Energy Inc. ISHARES TR
SIMPLIFY EXCHANGE TRADED FUN
$HOLX HOLOGIC INC$COSTPUT COSTCO WHOLESALE CORP /NEW$COSTCALL COSTCO WHOLESALE CORP /NEW
$PKST Peakstone Realty Trust
$UPSPUT UNITED PARCEL SERVICE INC PROSHARES TR
TIDAL TRUST I
$KW Kennedy-Wilson Holdings, Inc.
$CSXCALL CSX CORP TEUCRIUM COMMODITY TR
CALL ISHARES TR
PROSHARES TR
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