Holdings of LPL Financial LLC

Name: Holdings of LPL Financial LLC
Creator: Titelia

4059 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 15.3 % of the equity sleeve

Sector breakdown

Funds 11.0 %
Technology 7.9 %
Financials 3.0 %
Communication 2.5 %
Industrials 2.4 %
Consumer discretionary 2.4 %
Health care 2.2 %
Consumer staples 1.6 %
Energy 0.8 %
Utilities 0.8 %
Materials 0.4 %
Real estate 0.3 %
Unattributed 64.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.4 %
TW 0.2 %
GB 0.2 %
NL 0.1 %
FR 0.0 %
DK 0.0 %
BR 0.0 %
JP 0.0 %
ES 0.0 %
ZA 0.0 %
DE 0.0 %
AU 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	3,920	339.5B $	99.38 %
2	TW	4	716.1M $	0.21 %
3	GB	20	554.1M $	0.16 %
4	NL	5	325M $	0.10 %
5	FR	5	116.4M $	0.03 %
6	DK	3	57.2M $	0.02 %
7	BR	14	55M $	0.02 %
8	JP	6	50.3M $	0.01 %
9	ES	3	34.4M $	0.01 %
10	ZA	5	27M $	0.01 %
11	DE	4	24.2M $	0.01 %
12	AU	7	23.9M $	0.01 %

Positions

Rank	Company	Shares	Value
1	iShares Core S&P 500 ETF	11,586,990	7.6B $
2	State Street SPDR S&P 500 ETF Trust	9,962,967	6.5B $
3	Invesco QQQ Trust Series 1	10,558,431	6.1B $
4	Apple Inc	23,695,604	6B $
5	NVIDIA Corp	33,503,160	5.8B $
6	SPDR Series Trust	58,660,538	4.5B $
7	iShares Core MSCI EAFE ETF	46,029,515	4.2B $
8	SPDR Series Trust	39,830,479	3.9B $
9	Microsoft Corp	10,337,597	3.8B $
10	Vanguard S&P 500 ETF	6,401,368	3.8B $
11	iShares Core MSCI Emerging Markets ETF	52,231,526	3.6B $
12	Amazon.com Inc	16,776,756	3.5B $
13	Vanguard Total Stock Market ETF	10,325,305	3.3B $
14	iShares Trust	140,890,662	3.2B $
15	iShares Trust	16,156,372	3.1B $
16	Capital Group Dividend Value ETF	71,850,473	3.1B $
17	SPDR Series Trust	51,485,691	2.9B $
18	iShares MBS ETF	27,984,290	2.7B $
19	Alphabet Inc	8,883,479	2.6B $
20	BlackRock ETF Trust	43,801,022	2.5B $
21	INVESCO EXCHANGE-TRADED FUND TRUST II	10,526,183	2.5B $
22	VANGUARD SCOTTSDALE FUNDS	26,151,759	2.5B $
23	iShares Trust	20,889,253	2.4B $
24	Vanguard Growth ETF	5,395,832	2.4B $
25	iShares Core S&P U.S. Growth ETF	14,379,337	2.2B $
26	iShares Trust	10,505,241	2.2B $
27	First Trust Rising Dividend Achievers ETF	32,332,134	2.2B $
28	Vanguard Value ETF	11,180,221	2.2B $
29	iShares Trust	47,282,506	2.2B $
30	Capital Group Growth ETF	52,561,577	2.1B $
31	SELECT SECTOR SPDR TRUST (THE)	15,714,943	2.1B $
32	iShares Core S&P Small-Cap ETF	16,639,004	2.1B $
33	Broadcom Inc	6,643,394	2.1B $
34	SPDR Gold Shares	4,735,301	2B $
35	Vanguard Russell 1000 Growth ETF	16,782,350	1.8B $
36	Alphabet Inc	6,225,801	1.8B $
37	Vanguard FTSE Developed Markets ETF	27,795,967	1.8B $
38	Meta Platforms Inc	3,087,517	1.8B $
39	iShares Trust	17,225,624	1.8B $
40	State Street Spdr Portfolio Intermediate Term Corporate Bond Etf	51,974,915	1.7B $
41	State Street SPDR Portfolio Developed World ex-US ETF	38,025,802	1.7B $
42	iShares Russell 1000 Growth ETF	3,839,355	1.6B $
43	Berkshire Hathaway Inc	3,408,718	1.6B $
44	FT Vest Laddered Buffer ETF	47,103,344	1.6B $
45	JPMorgan Chase & Co	5,390,938	1.6B $
46	iShares Core S&P Mid-Cap ETF	23,069,377	1.6B $
47	iShares Trust	20,848,511	1.6B $
48	State Street SPDR Portfolio Intermediate Term Treasury ETF	53,851,890	1.5B $
49	SPDR Series Trust	16,776,336	1.5B $
50	VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF	7,002,475	1.5B $
51	iShares Core Dividend Growth ETF	20,236,610	1.4B $
52	Vanguard Total Bond Market ETF	19,093,602	1.4B $
53	iShares Core U.S. Aggregate Bond ETF	13,878,686	1.4B $
54	Invesco S&P 500 Equal Weight ETF	6,660,526	1.3B $
55	Tesla Inc	3,368,120	1.3B $
56	iShares National Muni Bond ETF	11,762,384	1.2B $
57	Exxon Mobil Corp	7,125,105	1.2B $
58	Johnson & Johnson	4,898,849	1.2B $
59	SPDR Series Trust	24,590,961	1.2B $
60	Pacer Funds Trust	18,606,409	1.2B $
61	Costco Wholesale Corp	1,113,122	1.1B $
62	Walmart Inc	8,904,910	1.1B $
63	Eli Lilly & Co	1,196,696	1.1B $
64	iShares Trust	10,856,515	1.1B $
65	Schwab Strategic Trust	37,283,856	1.1B $
66	VanEck Semiconductor ETF	2,824,700	1.1B $
67	CAPITAL GROUP CORE EQUITY ETF	28,053,759	1.1B $
68	Vanguard Mid-Cap ETF	3,577,437	1B $
69	WisdomTree Trust	11,527,081	1B $
70	JPMorgan Ultra-Short Income ETF	19,901,775	1B $
71	Vanguard High Dividend Yield E	6,759,886	1B $
72	Select Sector Spdr Trust	20,178,033	996.2M $
73	First Trust SMID Cap Rising Dividend Achievers ETF	24,870,852	980.7M $
74	Schwab US Dividend Equity ETF	30,861,601	946.8M $
75	Select Sector Spdr Trust	15,447,428	946.3M $
76	J P Morgan Exchange Traded Fund Trust	16,876,937	937M $
77	Vanguard Intermediate-Term Corporate Bond ETF	11,226,310	929M $
78	State Street Health Care Select Sector SPDR ETF	6,333,092	928.5M $
79	iShares Russell 2000 ETF	3,737,240	926.8M $
80	iShares Trust	4,284,792	915.5M $
81	Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf	12,165,867	914.8M $
82	J P Morgan Exchange Traded Fund Trust	16,888,797	908.1M $
83	iShares Trust	2,536,712	904.5M $
84	Chevron Corp	4,352,184	900.5M $
85	Ishares Gold Trust	10,179,920	897.5M $
86	Vanguard Malvern Funds	17,789,030	888.6M $
87	Visa Inc	2,928,554	885.1M $
88	Vanguard International Equity Index Funds	16,343,095	883.3M $
89	iShares MSCI EAFE Growth ETF	7,906,644	880.6M $
90	Vanguard Information Technology ETF	1,252,584	874M $
91	Vanguard Small-Cap ETF	3,322,073	870.1M $
92	AbbVie Inc	3,945,266	858.1M $
93	iShares Core S&P Total U.S. Stock Market ETF	5,929,433	844.5M $
94	Select Sector Spdr Trust	5,116,989	827.6M $
95	iShares Trust	8,209,020	826.8M $
96	BlackRock ETF Trust II	15,777,188	819.3M $
97	iShares MSCI USA Momentum Factor ETF	3,366,370	807.9M $
98	BlackRock ETF Trust	22,288,405	807.3M $
99	State Street SPDR S&P 600 Smal	8,332,950	805.1M $
100	First Trust Value Line Dividen	16,816,974	790.9M $