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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 8.55% of LPL Financial's stock portfolio.
Added to shares of these 10 stocks: VONV (+$1.4B), VONG (+$944M), IVV (+$721M), EFG (+$640M), SPYM (+$547M), GOVT (+$500M), DBMF (+$494M), IEFA (+$474M), BLCR (+$462M), IDEF (+$418M).
Started 313 new stock positions in ERAS, IVVB, FLLA, SEIE, LMUB, PNI, BMRA, NPFI, III, GDOT.
Reduced shares in these 10 stocks: VTI (-$1.2B), OEF (-$1.1B), IWM (-$917M), IJH (-$409M), IAU (-$314M), VOO (-$246M), ITA (-$182M), EMB (-$168M), VB (-$155M), SPY (-$119M).
Sold out of its positions in ABM, AMUN, Alpine Global Premier Pptys Fd Com Sbi cef, AHCO, Agilon Health, Alliant Energy Corp, BUXX, GHI, AVUQ, AMPH.
LPL Financial was a net buyer of stock by $17B.
LPL Financial has $377B in assets under management (AUM), dropping by 2.83%.
Central Index Key (CIK): 0001403438

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Portfolio Holdings for LPL Financial

LPL Financial holds 5773 positions in its portfolio as reported in the March 2026 quarterly 13F filing

LPL Financial has 5773 total positions. Only the first 250 positions are shown.

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Download the LPL Financial March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	2.0	$7.6B	+10%	12M	653.21	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.8	$6.6B		10M	650.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$6.1B		11M	577.18	View chart
Apple (AAPL)	1.6	$6.0B		24M	253.79	View chart
NVIDIA Corporation (NVDA)	1.6	$5.8B		34M	174.40	View chart
Spdr Series Trust State Street Spd (SPYM)	1.2	$4.5B	+13%	59M	76.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$4.2B	+12%	46M	90.53	View chart
Spdr Series Trust State Street Spd (SPYG)	1.0	$3.9B		40M	97.91	View chart
Microsoft Corporation (MSFT)	1.0	$3.8B	+3%	10M	370.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$3.8B	-6%	6.4M	597.55	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$3.6B		52M	69.75	View chart
Amazon (AMZN)	0.9	$3.5B		17M	208.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.3B	-26%	10M	320.81	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.9	$3.2B	+18%	141M	22.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$3.1B		16M	191.81	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.8	$3.1B	+13%	72M	42.54	View chart
Spdr Series Trust State Street Spd (SPYV)	0.8	$2.9B	+2%	52M	56.58	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$2.7B		28M	94.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$2.6B	+2%	8.9M	287.56	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$2.5B	-2%	44M	58.18	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$2.5B		11M	237.62	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.7	$2.5B	+129%	26M	93.74	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$2.4B	+5%	21M	113.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$2.4B		5.4M	436.79	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$2.2B		14M	155.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$2.2B	-4%	11M	211.15	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$2.2B	+5%	32M	68.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$2.2B	+4%	11M	196.20	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.6	$2.2B	+3%	47M	46.19	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.6	$2.1B	+15%	53M	40.19	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$2.1B		16M	132.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$2.1B	-5%	17M	124.31	View chart
Broadcom (AVGO)	0.5	$2.1B	+4%	6.7M	309.51	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$2.0B		4.7M	430.29	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.5	$1.8B	+105%	17M	109.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.8B		6.2M	286.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.8B	-2%	28M	64.08	View chart
Meta Platforms Cl A (META)	0.5	$1.8B		3.1M	572.13	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$1.8B	+4%	17M	102.25	View chart
Spdr Series Trust State Street Spd (SPIB)	0.5	$1.7B	+5%	52M	33.54	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.5	$1.7B		38M	45.65	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.6B	+2%	3.8M	426.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.6B		3.4M	479.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$1.6B	+5%	47M	33.77	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.6B		5.4M	294.16	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$1.6B	-20%	23M	67.53	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$1.6B	+6%	21M	74.35	View chart
Spdr Series Trust State Street Spd (SPTI)	0.4	$1.5B	+10%	54M	28.66	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$1.5B	+27%	17M	91.64	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.5B		7.0M	215.06	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$1.4B	+7%	20M	70.18	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$1.4B	+2%	19M	73.64	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.4B		14M	99.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.3B	+21%	6.7M	191.92	View chart
Tesla Motors (TSLA)	0.3	$1.3B	+3%	3.4M	371.75	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.2B	+5%	12M	106.15	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.2B	-2%	7.1M	169.66	View chart
Johnson & Johnson (JNJ)	0.3	$1.2B	-2%	4.9M	244.44	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$1.2B	-8%	25M	48.32	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$1.2B		19M	62.56	View chart
Costco Wholesale Corporation (COST)	0.3	$1.1B	+4%	1.1M	996.43	View chart
Wal-Mart Stores (WMT)	0.3	$1.1B		8.9M	124.28	View chart
Eli Lilly & Co. (LLY)	0.3	$1.1B	+2%	1.2M	919.77	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$1.1B	+23%	11M	100.66	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.1B	+9%	37M	29.13	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$1.1B	+4%	2.8M	383.40	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$1.1B	+18%	28M	38.42	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.0B	+8%	3.6M	287.18	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$1.0B	-5%	12M	87.84	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$1.0B		20M	50.61	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.0B		6.8M	148.10	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$996M	-7%	20M	49.37	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$981M		25M	39.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$947M	-3%	31M	30.68	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$946M	+19%	15M	61.26	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$937M	+13%	17M	55.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$932M	-49%	3.8M	248.00	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$929M	+3%	11M	82.75	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$929M	-3%	6.3M	146.61	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$916M		4.3M	213.67	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$915M	+2%	12M	75.19	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$908M	+28%	17M	53.77	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$905M	+3%	2.5M	356.56	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$902M	+16%	27M	32.95	View chart
Chevron Corporation (CVX)	0.2	$901M	+5%	4.4M	206.90	View chart
Gold Tr Ishares New (IAU)	0.2	$898M	-25%	10M	88.16	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$889M	-3%	18M	49.95	View chart
Visa Com Cl A (V)	0.2	$885M		2.9M	302.24	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$883M		16M	54.05	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$881M	+266%	7.9M	111.37	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$874M	-3%	1.3M	697.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$870M	-15%	3.3M	261.92	View chart
Abbvie (ABBV)	0.2	$858M	+2%	3.9M	217.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$845M	-6%	5.9M	142.43	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$828M	+4%	5.1M	161.73	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$827M	-11%	8.2M	100.72	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$819M		16M	51.93	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$808M	+2%	3.4M	239.99	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$807M	+9%	22M	36.22	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$805M	+78%	8.3M	96.62	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$791M	-2%	17M	47.03	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$783M	+7%	17M	46.91	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$782M	+15%	20M	38.98	View chart
Caterpillar (CAT)	0.2	$780M	+7%	1.1M	708.46	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$762M	+2%	6.8M	112.11	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$761M		13M	59.22	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$758M	+12%	6.6M	114.91	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$752M		1.6M	463.19	View chart
Palantir Technologies Cl A (PLTR)	0.2	$749M	+2%	5.1M	146.28	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$746M	+27%	28M	26.26	View chart
Netflix (NFLX)	0.2	$746M	-3%	7.8M	96.15	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$735M	+5%	16M	45.89	View chart
Home Depot (HD)	0.2	$732M	+2%	2.2M	328.89	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$725M	+10%	11M	67.00	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$724M	+14%	14M	50.80	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$721M	+19%	6.5M	110.47	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$709M	+3%	2.1M	337.95	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$698M		7.5M	92.76	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$680M		18M	38.86	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$672M	+2%	8.5M	79.06	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$668M		13M	50.37	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$664M	+290%	22M	30.15	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$664M	+25%	30M	22.34	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$642M		13M	50.34	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$633M	+5%	25M	25.62	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$630M	+14%	13M	49.50	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$617M	+5%	7.3M	84.52	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$615M	+7%	12M	49.81	View chart
Procter & Gamble Company (PG)	0.2	$600M	+3%	4.2M	144.44	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$594M		2.4M	248.84	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$583M		6.3M	92.74	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$574M	+8%	16M	35.59	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$572M	+12%	5.2M	110.78	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$569M	+15%	6.0M	95.44	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$567M	+12%	17M	33.37	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$564M	-11%	5.8M	96.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$558M	+4%	7.1M	78.41	View chart
Raytheon Technologies Corp (RTX)	0.1	$555M	+9%	2.9M	192.90	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$552M	-15%	3.0M	181.42	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$552M	+11%	11M	50.04	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$552M	-3%	5.7M	97.13	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$545M	-13%	10M	54.55	View chart
RBB F/m Us Treasury (TBIL)	0.1	$540M	+10%	11M	49.86	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$540M		11M	48.05	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$537M	+6%	3.7M	145.02	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$533M		31M	17.32	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$532M		8.9M	59.78	View chart
Mastercard Incorporated Cl A (MA)	0.1	$531M	+3%	1.1M	499.66	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$531M	+9%	13M	39.48	View chart
Spdr Series Trust State Street Spd (SPMB)	0.1	$525M	+15%	23M	22.39	View chart
Cisco Systems (CSCO)	0.1	$518M	+4%	6.7M	77.59	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$515M	+23%	19M	27.23	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$513M	+18%	15M	34.41	View chart
Verizon Communications (VZ)	0.1	$513M	+2%	10M	50.20	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$512M	-11%	4.6M	110.86	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$510M	-14%	7.5M	68.14	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$509M	-4%	5.7M	89.59	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$508M	-26%	2.3M	218.75	View chart
McDonald's Corporation (MCD)	0.1	$501M	+2%	1.6M	310.79	View chart
Advanced Micro Devices (AMD)	0.1	$495M	+2%	2.4M	203.43	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$490M	+20%	17M	29.49	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$489M	-8%	5.2M	94.58	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$488M	+8%	6.4M	75.74	View chart
International Business Machines (IBM)	0.1	$486M		2.0M	242.39	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$485M	-6%	5.9M	82.57	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$485M	+13%	11M	45.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$481M	+5%	9.6M	49.89	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$480M	+6%	6.7M	71.75	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$472M	+23%	18M	26.20	View chart
Micron Technology (MU)	0.1	$468M	+7%	1.4M	337.84	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$462M	NEW	11M	41.06	View chart
Coca-Cola Company (KO)	0.1	$459M		6.0M	76.05	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$459M	-3%	4.4M	103.37	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$458M	+9%	4.2M	108.99	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$455M	+13%	19M	24.31	View chart
Merck & Co (MRK)	0.1	$455M	+6%	3.8M	120.29	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$451M	+10%	5.2M	86.69	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$450M	+13%	3.3M	135.72	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$450M	+11%	11M	40.54	View chart
Lockheed Martin Corporation (LMT)	0.1	$448M		741k	604.39	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$441M	+13%	8.7M	50.81	View chart
Philip Morris International (PM)	0.1	$439M		2.7M	165.34	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$438M		3.0M	145.94	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$437M	+6%	4.3M	100.57	View chart
Ge Aerospace Com New (GE)	0.1	$432M	+3%	1.5M	283.77	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$424M		1.2M	367.44	View chart
Bank of America Corporation (BAC)	0.1	$424M		8.7M	48.75	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$418M	+53905%	13M	32.72	View chart
Goldman Sachs (GS)	0.1	$416M		492k	845.99	View chart
Ge Vernova (GEV)	0.1	$413M	+6%	473k	872.90	View chart
Amgen (AMGN)	0.1	$410M		1.2M	351.85	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$410M	+72%	7.2M	56.68	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$409M	+18%	11M	35.90	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$408M	+2%	5.3M	77.18	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$408M	+2%	3.3M	125.13	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$402M	+17%	5.2M	77.11	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$391M	+7%	3.3M	117.18	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$390M	+4%	4.5M	86.64	View chart
Pepsi (PEP)	0.1	$389M		2.5M	155.29	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$388M	+347%	13M	29.36	View chart
Oracle Corporation (ORCL)	0.1	$387M	+3%	2.6M	147.11	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$386M	-73%	1.2M	318.07	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$382M	+4%	6.1M	62.68	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$380M	+26%	4.7M	80.58	View chart
Nextera Energy (NEE)	0.1	$379M	+2%	4.1M	92.88	View chart
Pfizer (PFE)	0.1	$377M		13M	28.08	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$376M	+10%	6.8M	55.24	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$372M	+10%	3.4M	110.39	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$367M	+9%	8.2M	44.85	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$366M	+2%	3.7M	99.44	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$365M	+6%	3.8M	97.23	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$362M	+30%	4.3M	84.84	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$356M	+6%	4.3M	81.98	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$354M	+3%	1.1M	328.66	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$353M	+14%	8.1M	43.59	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$352M	+35%	5.0M	70.84	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$350M	+25%	2.1M	163.58	View chart
At&t (T)	0.1	$348M	+2%	12M	28.99	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$347M	+8%	3.9M	89.33	View chart
UnitedHealth (UNH)	0.1	$346M		1.3M	270.59	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$343M	+4%	1.3M	253.98	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$342M		6.8M	50.63	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$339M		2.6M	128.12	View chart
Union Pacific Corporation (UNP)	0.1	$336M		1.4M	242.62	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$335M	+38%	3.5M	94.73	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$333M	-9%	3.1M	108.98	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$328M	+14%	4.9M	67.12	View chart
Morgan Stanley Com New (MS)	0.1	$328M	+3%	2.0M	164.57	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$326M	+13%	2.0M	165.70	View chart
Duke Energy Corp Com New (DUK)	0.1	$325M	+5%	2.5M	130.94	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$325M	+11%	2.7M	118.60	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$324M	+24%	6.5M	50.12	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$323M	+11%	3.1M	103.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$322M	+2%	1.5M	217.25	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$321M	-2%	3.0M	106.01	View chart
Lam Research Corp Com New (LRCX)	0.1	$317M	+5%	1.5M	213.66	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$317M	+6%	18M	17.75	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$316M	+21%	15M	20.96	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$316M	+18%	3.4M	92.28	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$312M	-3%	3.4M	91.77	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$310M	+12%	6.2M	49.99	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$309M	+2%	13M	24.77	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.1	$309M	+15%	5.1M	60.39	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$308M	+23%	5.6M	54.84	View chart
Altria (MO)	0.1	$304M	+4%	4.6M	65.99	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$303M	+21%	2.3M	133.19	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$302M		5.8M	52.46	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.1	$302M	+5%	12M	24.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$302M	+5%	11M	28.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$301M	+11%	3.8M	79.27	View chart

Past Filings by LPL Financial

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

LPL Financial 2026 Q1 filed May 6, 2026
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

View all past filings

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