Institutional 13F data

LPL Financial LLC 13F

See 5,739 stock and ETF positions for Q1 2026, including 3,440 new or increased positions and 2,257 reductions or exits, with the original SEC filing. Put and call options are excluded.

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LPL Financial LLC 13F top holdings

Q1 2026 · 5,739 stock & ETF positions · Filed 2026-05-06 · Data updated 2026-07-07

View original SEC filings ↗

Ranked by quarter-end stock and ETF value reported on Form 13F. Put and call options are excluded. These are not current market values or execution prices.

Reported stock & ETF value: $376.19B
Top 10 concentration: 13.9%

IVVISHARES TR

Reported value: $7.57B
Portfolio weight: 2.01%

Quarterly change: increased +10.5%

SPYSTATE STR SPDR S&P 500 ETF T

Reported value: $6.48B
Portfolio weight: 1.72%

Quarterly change: decreased -2.0%

QQQINVESCO QQQ TR

Reported value: $6.09B
Portfolio weight: 1.62%

Quarterly change: decreased -1.6%

#4AAPLAPPLE INC

Reported value: $6.01B
Portfolio weight: 1.60%

Quarterly change: unchanged

#5NVDANVIDIA CORPORATION

Reported value: $5.84B
Portfolio weight: 1.55%

Quarterly change: increased +1.0%

SPYMSPDR SERIES TRUST

Reported value: $4.49B
Portfolio weight: 1.19%

Quarterly change: increased +13.9%

IEFAISHARES TR

Reported value: $4.17B
Portfolio weight: 1.11%

Quarterly change: increased +12.8%

SPYGSPDR SERIES TRUST

Reported value: $3.9B
Portfolio weight: 1.04%

Quarterly change: decreased -1.0%

#9MSFTMICROSOFT CORP

Reported value: $3.83B
Portfolio weight: 1.02%

Quarterly change: increased +3.3%

#10

VOOVANGUARD INDEX FDS

Reported value: $3.83B
Portfolio weight: 1.02%

Quarterly change: decreased -6.1%

#11

IEMGISHARES INC

Reported value: $3.64B
Portfolio weight: 0.97%

Quarterly change: unchanged

#12AMZNAMAZON COM INC

Reported value: $3.49B
Portfolio weight: 0.93%

Quarterly change: increased +1.7%

Largest new or increased positions

IVVISHARES TR

Reported value: $7.57B
Portfolio weight: 2.01%

Quarterly change: increased +10.5%

#2NVDANVIDIA CORPORATION

Reported value: $5.84B
Portfolio weight: 1.55%

Quarterly change: increased +1.0%

SPYMSPDR SERIES TRUST

Reported value: $4.49B
Portfolio weight: 1.19%

Quarterly change: increased +13.9%

IEFAISHARES TR

Reported value: $4.17B
Portfolio weight: 1.11%

Quarterly change: increased +12.8%

#5MSFTMICROSOFT CORP

Reported value: $3.83B
Portfolio weight: 1.02%

Quarterly change: increased +3.3%

#6AMZNAMAZON COM INC

Reported value: $3.49B
Portfolio weight: 0.93%

Quarterly change: increased +1.7%

GOVTISHARES TR

Reported value: $3.23B
Portfolio weight: 0.86%

Quarterly change: increased +18.3%

CGDVCAPITAL GROUP DIVIDEND VALUE

Reported value: $3.06B
Portfolio weight: 0.81%

Quarterly change: increased +13.2%

Latest 13F filing snapshot

Reporting period: 2026-03-31
Filed: 2026-05-06
Stock & ETF positions: 5,739
New or increased: 3,440
Reduced or exited: 2,257
Unchanged: 254

Top reported buys

CMCTGOVZAMPGSCO

Counts cover unique stock and ETF positions and exclude put and call options, so they can differ from the SEC information-table row count. Form 13F reports quarter-end holdings and does not reveal every trade date or execution price.

View original SEC filings ↗

Detailed changes for published stocks

2026-03-31 · MESO · decreased -15.5%

Shares: 49,617
Share change: -9,101
Reported value: $763,109
Filed: 2026-05-06

MESO SEC EDGAR ↗