LPL Financial LLC

CIK 0001403438 · SAN DIEGO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

LPL Financial LLC reported 6,201 positions worth $445.10B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: IVV (2.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$445.10B
2026 Q2
Positions
6,201
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
14.3%
Est. Net Flow (Q)
2026 Q2
10 / 6201 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$11.07B2.49%14,782,609
2QQQINVESCO QQQ TRSH$7.81B1.75%10,606,761
3SPYSTATE STR SPDR S&P 500 ETF TSH$7.39B1.66%9,899,502
4AAPLAPPLE INCSH$7.02B1.58%24,255,694
5NVDANVIDIA CORPORATIONSH$6.86B1.54%34,302,392
6SPYMSPDR SERIES TRUSTSH$5.57B1.25%63,355,614
7SPYGSPDR SERIES TRUSTSH$4.83B1.09%40,632,371
8IEFAISHARES TRSH$4.61B1.04%47,763,542
9VOOVANGUARD INDEX FDSSH$4.55B1.02%6,623,289
10AMZNAMAZON COM INCSH$4.08B0.92%17,124,075

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LPL Financial LLC hold as of Q2 2026?

LPL Financial LLC reported 6201 positions worth $445.10B in its Q2 2026 13F filing. Largest positions: IVV (2.5%), QQQ (1.8%), SPY (1.7%), AAPL (1.6%) and NVDA (1.5%).

What did LPL Financial LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LPL Financial LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.