LPL Financial LLC

Est. AUM

$376.56B

13F long equity, this entity only

Positions

5,964

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$7.57B	11586990	2.01%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.48B	9962967	1.72%	SOLE
3	INVESCO QQQ TR	UNIT SER 1	$6.09B	10558431	1.62%	SOLE
4	APPLE INC	COM	$6.01B	23695604	1.60%	SOLE
5	NVIDIA CORPORATION	COM	$5.84B	33503160	1.55%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$4.49B	58660538	1.19%	SOLE
7	ISHARES TR	CORE MSCI EAFE	$4.17B	46029515	1.11%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$3.90B	39830479	1.04%	SOLE
9	MICROSOFT CORP	COM	$3.83B	10337597	1.02%	SOLE
10	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.83B	6401368	1.02%	SOLE
11	ISHARES INC	CORE MSCI EMKT	$3.64B	52231526	0.97%	SOLE
12	AMAZON COM INC	COM	$3.49B	16776756	0.93%	SOLE
13	VANGUARD INDEX FDS	TOTAL STK MKT	$3.31B	10325305	0.88%	SOLE
14	ISHARES TR	US TREAS BD ETF	$3.23B	140890662	0.86%	SOLE
15	ISHARES TR	MSCI USA QLT FCT	$3.10B	16156372	0.82%	SOLE
16	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$3.06B	71850473	0.81%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$2.91B	51485691	0.77%	SOLE
18	ISHARES TR	MBS ETF	$2.66B	27984290	0.71%	SOLE
19	ALPHABET INC	CAP STK CL A	$2.55B	8883479	0.68%	SOLE
20	BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.55B	43801022	0.68%	SOLE
21	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.50B	10526183	0.66%	SOLE
22	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$2.45B	26151759	0.65%	SOLE
23	ISHARES TR	S&P 500 GRWT ETF	$2.36B	20889253	0.63%	SOLE
24	VANGUARD INDEX FDS	GROWTH ETF	$2.36B	5395832	0.63%	SOLE
25	ISHARES TR	CORE S&P US GWT	$2.23B	14379337	0.59%	SOLE
26	ISHARES TR	S&P 500 VAL ETF	$2.22B	10505241	0.59%	SOLE
27	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$2.21B	32332134	0.59%	SOLE
28	VANGUARD INDEX FDS	VALUE ETF	$2.19B	11180221	0.58%	SOLE
29	ISHARES TR	CORE UNIVRSL USD	$2.18B	47282506	0.58%	SOLE
30	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$2.11B	52561577	0.56%	SOLE
31	SELECT SECTOR SPDR TR	STATE STREET TEC	$2.09B	15714943	0.55%	SOLE
32	ISHARES TR	CORE S&P SCP ETF	$2.07B	16639004	0.55%	SOLE
33	BROADCOM INC	COM	$2.06B	6643394	0.55%	SOLE
34	SPDR GOLD TR	GOLD SHS	$2.04B	4735301	0.54%	SOLE
35	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.84B	16782350	0.49%	SOLE
36	ALPHABET INC	CAP STK CL C	$1.79B	6225801	0.47%	SOLE
37	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.78B	27795967	0.47%	SOLE
38	META PLATFORMS INC	CL A	$1.77B	3087517	0.47%	SOLE
39	ISHARES TR	CORE S&P US VLU	$1.76B	17225624	0.47%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$1.74B	51974915	0.46%	SOLE
41	SPDR INDEX SHS FDS	STATE STREET SPD	$1.74B	38025802	0.46%	SOLE
42	ISHARES TR	RUS 1000 GRW ETF	$1.64B	3839355	0.43%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.63B	3408718	0.43%	SOLE
44	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.59B	47103344	0.42%	SOLE
45	JPMORGAN CHASE & CO	COM	$1.59B	5390938	0.42%	SOLE
46	ISHARES TR	CORE S&P MCP ETF	$1.56B	23069377	0.41%	SOLE
47	ISHARES TR	EAFE VALUE ETF	$1.55B	20848511	0.41%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$1.54B	53851890	0.41%	SOLE
49	SPDR SERIES TRUST	STATE STREET SPD	$1.54B	16776336	0.41%	SOLE
50	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.51B	7002475	0.40%	SOLE

1–50 of 5,964

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.