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LPL Financial

Latest statistics and disclosures from LPL Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SPY, QQQ, AAPL, NVDA, and represent 9.15% of LPL Financial's stock portfolio.
Added to shares of these 10 stocks: XLK (+$1.2B), NFLX (+$675M), IVE (+$523M), CGDV (+$476M), IEMG (+$367M), XLU (+$334M), CGGR (+$303M), VOO (+$296M), XLE (+$288M), IVV (+$264M).
Started 308 new stock positions in CHYM, FTNY, SOLS, QCAP, BTMD, PDBA, GHI, FLDB, IBCA, NGL.
Reduced shares in these 10 stocks: QUAL (-$466M), XLF (-$134M), BSCP (-$119M), SCHD (-$114M), COWZ (-$105M), XLC (-$100M), SPHQ (-$90M), , EFV (-$85M), IWM (-$74M).
Sold out of its positions in Aberdeen Australia Equity Fund, VICE, LIDR, Affirm Hldgs, AIRS, ALEX, ALE, ALTG, APPN, Array Technologies.
LPL Financial was a net buyer of stock by $21B.
LPL Financial has $366B in assets under management (AUM), dropping by 6.72%.
Central Index Key (CIK): 0001403438

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Portfolio Holdings for LPL Financial

LPL Financial holds 5658 positions in its portfolio as reported in the December 2025 quarterly 13F filing

LPL Financial has 5658 total positions. Only the first 250 positions are shown.

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Download the LPL Financial December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	2.0	$7.2B	+3%	11M	684.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$7.1B	+2%	10M	681.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$6.6B		11M	614.31	View chart
Apple (AAPL)	1.8	$6.4B	+3%	24M	271.86	View chart
NVIDIA Corporation (NVDA)	1.7	$6.2B		33M	186.50	View chart
Microsoft Corporation (MSFT)	1.3	$4.8B	+5%	10M	483.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$4.7B	+2%	14M	335.27	View chart
Spdr Series Trust State Street Spd (SPYG)	1.2	$4.3B	+2%	40M	106.70	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$4.3B	+7%	6.8M	627.13	View chart
Spdr Series Trust State Street Spd (SPYM)	1.1	$4.1B	+6%	52M	80.22	View chart
Amazon (AMZN)	1.0	$3.8B	+3%	17M	230.82	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$3.6B	+4%	41M	89.46	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$3.5B	+11%	53M	67.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$3.2B	-12%	16M	198.62	View chart
Spdr Series Trust State Street Spd (SPYV)	0.8	$2.8B	+7%	50M	56.81	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.8	$2.8B	+20%	64M	43.64	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$2.7B	+10%	45M	60.81	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.7	$2.7B	+7%	119M	23.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$2.7B	+3%	8.7M	313.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$2.7B	+9%	11M	252.92	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$2.7B		5.5M	487.86	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$2.7B	+4%	28M	95.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$2.4B		20M	123.26	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.7	$2.4B		14M	167.94	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$2.3B	+28%	11M	212.07	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$2.3B	+103%	16M	143.97	View chart
Broadcom (AVGO)	0.6	$2.2B	+4%	6.3M	346.10	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$2.1B	+10%	31M	69.47	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$2.1B	+2%	46M	46.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.1B	+6%	18M	120.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$2.1B		11M	190.99	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.6	$2.0B	+17%	45M	44.47	View chart
Meta Platforms Cl A (META)	0.6	$2.0B	+6%	3.1M	660.09	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.9B	+3%	6.2M	313.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.9B	+5%	29M	66.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$1.9B	+5%	4.8M	396.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.8B	-3%	7.5M	246.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.8B		29M	62.47	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.8B		3.8M	473.30	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.8B	+4%	5.5M	322.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.7B	+2%	3.4M	502.65	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$1.7B	+3%	16M	102.54	View chart
Spdr Series Trust State Street Spd (SPIB)	0.5	$1.7B	+4%	49M	33.81	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.5	$1.7B	+9%	37M	44.41	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$1.6B	+6%	4.5M	342.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$1.5B	+6%	45M	34.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.5B		6.9M	219.78	View chart
Tesla Motors (TSLA)	0.4	$1.5B	+2%	3.2M	449.72	View chart
Spdr Series Trust State Street Spd (SPTI)	0.4	$1.4B	+3%	49M	28.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.4B	+19%	14M	99.88	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$1.4B	-5%	20M	71.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$1.4B	+5%	19M	74.07	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$1.3B	+3%	19M	69.42	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$1.3B	+5%	27M	46.86	View chart
Eli Lilly & Co. (LLY)	0.3	$1.3B	+4%	1.2M	1074.68	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$1.2B		13M	91.38	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$1.2B	-10%	22M	54.77	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.2B	+6%	11M	107.11	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$1.1B	-8%	19M	60.17	View chart
Gold Tr Ishares New (IAU)	0.3	$1.1B		14M	81.17	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.1B	+7%	34M	32.62	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$1.1B		12M	89.43	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.3	$1.1B	+8%	11M	92.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.1B	+7%	5.5M	191.56	View chart
Johnson & Johnson (JNJ)	0.3	$1.0B		5.0M	206.95	View chart
Visa Com Cl A (V)	0.3	$1.0B		3.0M	350.71	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$1.0B	+2%	6.6M	154.80	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.0B		3.9M	257.95	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$995M	+6%	8.2M	121.75	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$993M	+8%	20M	50.59	View chart
Wal-Mart Stores (WMT)	0.3	$988M	+8%	8.9M	111.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$981M	+3%	1.3M	753.78	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$979M	+5%	6.8M	143.52	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$976M	+12%	2.7M	360.13	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$955M	+19%	24M	40.23	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$954M	+4%	25M	38.32	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$953M	+3%	3.3M	290.22	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$940M	+5%	6.3M	148.69	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$940M		9.2M	101.67	View chart
Costco Wholesale Corporation (COST)	0.3	$931M		1.1M	862.34	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$915M		2.5M	373.44	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$915M	+5%	19M	49.46	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$913M	+5%	11M	83.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$903M	+2%	4.3M	210.34	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$894M	-9%	12M	75.05	View chart
Palantir Technologies Cl A (PLTR)	0.2	$889M		5.0M	177.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$886M		17M	53.76	View chart
Exxon Mobil Corporation (XOM)	0.2	$884M	+6%	7.3M	120.34	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$883M	+11%	8.8M	100.38	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$882M	-11%	32M	27.43	View chart
Abbvie (ABBV)	0.2	$880M	+3%	3.9M	228.49	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$865M	+4%	15M	58.12	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$824M	+24%	3.3M	250.31	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$824M	+10%	16M	52.77	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$793M	+2%	1.6M	480.57	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$793M	-2%	17M	46.08	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$790M	+2%	6.6M	119.32	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$786M	+10%	20M	38.56	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$779M	+17%	23M	33.30	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$762M		4.9M	155.12	View chart
Netflix (NFLX)	0.2	$751M	+882%	8.0M	93.76	View chart
Home Depot (HD)	0.2	$747M		2.2M	344.10	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$744M		13M	57.91	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$730M	+12%	16M	46.81	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$718M		3.6M	199.68	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$711M	-4%	7.7M	92.51	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$710M	+26%	17M	40.84	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$709M	+54%	13M	54.07	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$702M		18M	39.59	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$685M	+8%	12M	59.28	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$685M		8.3M	82.50	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$682M	+2%	6.6M	103.56	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$677M	+11%	3.2M	214.69	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$672M	+16%	5.9M	114.50	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$671M	+3%	13M	50.58	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$662M		2.4M	276.94	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$648M	+106%	15M	42.69	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$647M	-9%	13M	50.32	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$642M	+14%	6.9M	92.80	View chart
Chevron Corporation (CVX)	0.2	$630M		4.1M	152.41	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$618M	-13%	5.2M	117.72	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$617M	+9%	2.0M	303.89	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$606M	+7%	24M	25.75	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$601M	+3%	9.8M	61.36	View chart
International Business Machines (IBM)	0.2	$598M	+8%	2.0M	296.21	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$592M	-3%	6.3M	94.16	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$590M	+30%	22M	26.52	View chart
Caterpillar (CAT)	0.2	$587M	+4%	1.0M	572.87	View chart
Mastercard Incorporated Cl A (MA)	0.2	$586M	+6%	1.0M	570.88	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$576M	+99%	13M	44.71	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$575M		12M	49.99	View chart
Procter & Gamble Company (PG)	0.2	$574M		4.0M	143.31	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$571M	+15%	15M	38.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$565M	+6%	5.9M	96.03	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$564M	-2%	8.7M	64.42	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.2	$562M	+5%	6.0M	94.40	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$558M	+7%	5.5M	101.98	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$553M	+8%	11M	49.59	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$550M		12M	44.34	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$547M	+3%	11M	48.32	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$538M		6.8M	78.81	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$537M	+25%	24M	22.64	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$533M	-5%	8.9M	59.93	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$522M	+14%	15M	34.65	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$522M	-4%	6.3M	82.82	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$514M	+2%	5.7M	90.97	View chart
Advanced Micro Devices (AMD)	0.1	$508M	-3%	2.4M	214.16	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$497M	+11%	5.2M	96.16	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$494M	+7%	9.9M	50.01	View chart
Oracle Corporation (ORCL)	0.1	$493M	+11%	2.5M	194.91	View chart
Cisco Systems (CSCO)	0.1	$493M	+3%	6.4M	77.03	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$490M	+2%	9.8M	49.88	View chart
Bank of America Corporation (BAC)	0.1	$486M	+2%	8.8M	55.00	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$485M		1.2M	412.77	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$484M	+11%	12M	39.38	View chart
Raytheon Technologies Corp (RTX)	0.1	$483M	+4%	2.6M	183.40	View chart
McDonald's Corporation (MCD)	0.1	$481M	+4%	1.6M	305.63	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$481M	+11%	3.5M	138.46	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$473M	-6%	4.6M	102.42	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$459M	+21%	9.1M	50.29	View chart
Spdr Series Trust State Street Spd (SPMB)	0.1	$454M	+10%	20M	22.41	View chart
Ge Aerospace Com New (GE)	0.1	$452M	+13%	1.5M	308.03	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$449M	+12%	4.6M	98.32	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$449M	+9%	6.3M	71.72	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$445M	+3%	5.9M	74.88	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$444M	+27%	13M	35.33	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$441M	+22%	4.7M	94.19	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$432M	+25%	9.4M	46.04	View chart
Goldman Sachs (GS)	0.1	$425M	+3%	484k	879.00	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$424M	+30%	15M	27.62	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$424M	+7%	17M	25.61	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$422M		3.0M	139.16	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$421M	-3%	3.8M	110.19	View chart
Philip Morris International (PM)	0.1	$420M		2.6M	160.40	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$419M	+3%	3.2M	132.37	View chart
UnitedHealth (UNH)	0.1	$416M	-4%	1.3M	330.11	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$415M	+8%	5.8M	71.45	View chart
Coca-Cola Company (KO)	0.1	$415M	+2%	5.9M	69.91	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$411M	-2%	4.7M	87.16	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$409M	+20%	14M	29.55	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$408M		4.1M	100.34	View chart
Verizon Communications (VZ)	0.1	$405M		9.9M	40.73	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$403M	+99%	3.4M	119.41	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$402M	+3%	5.2M	77.88	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$401M		30M	13.25	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$389M	+34%	15M	26.68	View chart
Amgen (AMGN)	0.1	$387M	+3%	1.2M	327.31	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$383M	+4%	3.1M	123.31	View chart
Merck & Co (MRK)	0.1	$374M	+5%	3.6M	105.26	View chart
Micron Technology (MU)	0.1	$368M	+10%	1.3M	285.41	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$367M	+16%	10M	36.82	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$365M	+15%	4.3M	84.64	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$365M	+4%	7.6M	47.79	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$358M	+6%	2.6M	136.94	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$357M		3.6M	99.22	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$357M	+3%	2.9M	121.61	View chart
Lockheed Martin Corporation (LMT)	0.1	$354M		731k	483.67	View chart
Pepsi (PEP)	0.1	$353M	+2%	2.5M	143.52	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$349M	+36%	6.2M	56.69	View chart
Palo Alto Networks (PANW)	0.1	$347M		1.9M	184.20	View chart
salesforce (CRM)	0.1	$345M	-7%	1.3M	264.91	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$344M	+24%	9.7M	35.64	View chart
Morgan Stanley Com New (MS)	0.1	$343M		1.9M	177.53	View chart
American Express Company (AXP)	0.1	$343M	+10%	926k	369.95	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$341M	+6%	6.8M	50.46	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$339M	+9%	3.5M	96.27	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$337M	+18%	3.1M	110.15	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$336M	+10%	4.4M	75.44	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$331M	+4%	7.4M	44.50	View chart
Pfizer (PFE)	0.1	$331M	+9%	13M	24.90	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$324M	-2%	3.1M	104.07	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$322M		5.8M	55.58	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$321M	+22%	12M	26.47	View chart
Nextera Energy (NEE)	0.1	$319M	+4%	4.0M	80.28	View chart
Union Pacific Corporation (UNP)	0.1	$317M	+3%	1.4M	231.32	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$316M		4.1M	77.68	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$315M	+2%	3.6M	88.08	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$315M	+5%	672k	468.76	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$314M		1.0M	301.15	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$314M	+9%	7.1M	44.32	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$310M	+5%	1.3M	241.24	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$307M	+18%	17M	18.22	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$306M	+14%	12M	25.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$305M		1.4M	211.79	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$300M	-2%	3.5M	85.77	View chart
Boeing Company (BA)	0.1	$297M	+8%	1.4M	217.12	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$296M	+2%	6.3M	47.08	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$296M	-9%	4.7M	63.18	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$293M	+11%	2.5M	119.35	View chart
Ssga Active Tr State Street Us (XLSR)	0.1	$291M		4.7M	62.31	View chart
At&t (T)	0.1	$289M		12M	24.84	View chart
Ge Vernova (GEV)	0.1	$289M	+29%	442k	653.57	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$288M	+39%	3.7M	77.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$288M	+9%	10M	28.24	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$287M	-15%	2.8M	102.39	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.1	$287M	+15%	12M	24.81	View chart
Qualcomm (QCOM)	0.1	$287M	+6%	1.7M	171.05	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$286M	+18%	4.4M	64.53	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$285M	+19%	9.4M	30.20	View chart
Servicenow (NOW)	0.1	$281M	+461%	1.8M	153.19	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$280M	+2%	4.3M	65.48	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$280M	-5%	5.7M	49.15	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$279M	+44%	5.5M	50.50	View chart
Duke Energy Corp Com New (DUK)	0.1	$277M	+3%	2.4M	117.21	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$277M	+16%	2.9M	96.28	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$275M		910k	302.11	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$275M	+7%	6.6M	41.52	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$275M		2.8M	96.84	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$274M	+11%	2.4M	114.52	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$272M		3.4M	79.73	View chart

Past Filings by LPL Financial

SEC 13F filings are viewable for LPL Financial going back to 2011

LPL Financial 2025 Q4 filed Feb. 11, 2026
LPL Financial 2025 Q3 filed Nov. 12, 2025
LPL Financial 2025 Q2 filed Aug. 12, 2025
LPL Financial 2025 Q1 filed May 7, 2025
LPL Financial 2024 Q4 filed Feb. 11, 2025
LPL Financial 2024 Q3 filed Nov. 8, 2024
LPL Financial 2024 Q2 filed Aug. 7, 2024
LPL Financial 2024 Q1 filed May 10, 2024
LPL Financial 2023 Q3 filed Nov. 13, 2023
LPL Financial 2023 Q2 filed July 31, 2023
LPL Financial 2023 Q1 filed May 10, 2023
LPL Financial 2022 Q4 filed Feb. 7, 2023
LPL Financial 2022 Q3 filed Nov. 14, 2022
LPL Financial 2022 Q2 filed Aug. 12, 2022
LPL Financial 2022 Q1 filed May 16, 2022
LPL Financial 2021 Q4 filed Feb. 14, 2022

View all past filings

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