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 $445.10B across 5,968 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($11.07B, 2.49%), QQQ ($7.88B, 1.77%), SPY ($7.54B, 1.69%), AAPL ($7.03B, 1.58%), NVDA ($6.87B, 1.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $11.07B | 2.49% | 14.8M | Added |
| 2 | QQQ | INVESCO QQQ TR | $7.88B | 1.77% | 10.7M | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $7.54B | 1.69% | 10.1M | Trimmed |
| 4 | AAPL | APPLE INC | $7.03B | 1.58% | 24.3M | Added |
| 5 | NVDA | NVIDIA CORPORATION | $6.87B | 1.54% | 34.4M | Added |
| 6 | SPYM | SPDR SERIES TRUST | $5.57B | 1.25% | 63.4M | Added |
| 7 | SPYG | SPDR SERIES TRUST | $4.83B | 1.09% | 40.6M | Added |
| 8 | IEFA | ISHARES TR | $4.61B | 1.04% | 47.8M | Added |
| 9 | VOO | VANGUARD INDEX FDS | $4.55B | 1.02% | 6.6M | Added |
| 10 | AMZN | AMAZON COM INC | $4.09B | 0.92% | 17.2M | Added |
| 11 | MSFT | MICROSOFT CORP | $4.02B | 0.90% | 10.8M | Added |
| 12 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $4.00B | 0.90% | 81.1M | Added |
| 13 | IEMG | ISHARES INC | $3.98B | 0.89% | 48.1M | Trimmed |
| 14 | VTI | VANGUARD INDEX FDS | $3.81B | 0.86% | 10.3M | Trimmed |
| 15 | GOVT | ISHARES TR | $3.70B | 0.83% | 162.6M | Added |
| 16 | QQQM | INVESCO EXCH TRADED FD TR II | $3.56B | 0.80% | 11.7M | Added |
| 17 | DYNF | BLACKROCK ETF TRUST | $3.32B | 0.75% | 48.8M | Added |
| 18 | GOOGL | ALPHABET INC | $3.26B | 0.73% | 9.1M | Added |
| 19 | SPYV | SPDR SERIES TRUST | $3.16B | 0.71% | 52.0M | Added |
| 20 | XLK | SELECT SECTOR SPDR TR | $3.01B | 0.68% | 15.8M | Added |
| 21 | IVW | ISHARES TR | $2.97B | 0.67% | 21.6M | Added |
| 22 | QUAL | ISHARES TR | $2.93B | 0.66% | 13.3M | Trimmed |
| 23 | VUG | VANGUARD INDEX FDS | $2.87B | 0.65% | 33.4M | Added |
| 24 | VONV | VANGUARD SCOTTSDALE FDS | $2.88B | 0.65% | 27.1M | Added |
| 25 | IUSB | ISHARES TR | $2.87B | 0.64% | 62.2M | Added |
Source: SEC Form 13F filings · as of 2026-06-30