Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LPL Financial LLC (CIK 1403438) reported $376.56B across 5,513 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($7.57B, 2.01%), SPY ($6.62B, 1.76%), QQQ ($6.13B, 1.63%), AAPL ($6.03B, 1.60%), NVDA ($5.85B, 1.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $7.57B | 2.01% | 11.6M | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $6.62B | 1.76% | 10.2M | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $6.13B | 1.63% | 10.6M | Trimmed |
| 4 | AAPL | APPLE INC | $6.03B | 1.60% | 23.7M | Added |
| 5 | NVDA | NVIDIA CORPORATION | $5.85B | 1.55% | 33.5M | Added |
| 6 | SPLG | SPDR SERIES TRUST | $4.49B | 1.19% | 58.7M | Added |
| 7 | IEFA | ISHARES TR | $4.17B | 1.11% | 46.0M | Added |
| 8 | SPYG | SPDR SERIES TRUST | $3.90B | 1.04% | 39.8M | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $3.83B | 1.02% | 10.4M | Added |
| 10 | VOO | VANGUARD INDEX FDS | $3.83B | 1.02% | 6.4M | Trimmed |
| 11 | IEMG | ISHARES INC | $3.64B | 0.97% | 52.2M | Trimmed |
| 12 | AMZN | AMAZON COM INC | $3.50B | 0.93% | 16.8M | Added |
| 13 | VTI | VANGUARD INDEX FDS | $3.31B | 0.88% | 10.3M | Trimmed |
| 14 | GOVT | ISHARES TR | $3.23B | 0.86% | 140.9M | Added |
| 15 | QUAL | ISHARES TR | $3.10B | 0.82% | 16.2M | Trimmed |
| 16 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.06B | 0.81% | 71.9M | Added |
| 17 | SPYV | SPDR SERIES TRUST | $2.91B | 0.77% | 51.5M | Added |
| 18 | MBB | ISHARES TR | $2.66B | 0.71% | 28.0M | Added |
| 19 | DYNF | BLACKROCK ETF TRUST | $2.55B | 0.68% | 43.8M | Trimmed |
| 20 | GOOGL | ALPHABET INC | $2.56B | 0.68% | 8.9M | Added |
| 21 | QQQM | INVESCO EXCH TRADED FD TR II | $2.50B | 0.66% | 10.5M | Trimmed |
| 22 | VONV | VANGUARD SCOTTSDALE FDS | $2.45B | 0.65% | 26.2M | Added |
| 23 | IVW | ISHARES TR | $2.36B | 0.63% | 20.9M | Added |
| 24 | VUG | VANGUARD INDEX FDS | $2.36B | 0.63% | 5.4M | Trimmed |
| 25 | IUSG | ISHARES TR | $2.23B | 0.59% | 14.4M | Added |
Source: SEC Form 13F filings · as of 2026-03-31