Institutional Fund
Lpl Financial LLC
Fort Mill, SCCIK 14034385 filings on record
Portfolio Value
$376.17B
Q1 2026
Holdings
5,754
Reported positions
New Buys
311
Opened this quarter
QoQ Change
+2.8%
from $365.76B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr2.0%
- Spdr S&P 500 ETF Tr1.7%
- Invesco Qqq Tr1.6%
- Apple Inc1.6%
- Nvidia Corporation1.6%
- Spdr Series Trust1.2%
- Other90.3%
Portfolio Holdings
5,754 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 11.59M | $7.57B | 2.0% | +1.10M | Added |
| 2 | Spdr S&P 500 ETF Tr | 9.96M | $6.48B | 1.7% | −207.8K | Reduced |
| 3 | Invesco Qqq Tr | 10.56M | $6.09B | 1.6% | −170.9K | Reduced |
| 4 | Apple Inc | 23.70M | $6.01B | 1.6% | +89.4K | Added |
| 5 | Nvidia Corporation | 33.50M | $5.84B | 1.6% | +347.2K | Added |
| 6 | Spdr Series Trust | 58.66M | $4.49B | 1.2% | +7.15M | Added |
| 7 | Ishares Tr | 46.03M | $4.17B | 1.1% | +5.24M | Added |
| 8 | Spdr Series Trust | 39.83M | $3.90B | 1.0% | −387.3K | Reduced |
| 9 | Microsoft Corp | 10.34M | $3.83B | 1.0% | +329.6K | Added |
| 10 | Vanguard Index Fds | 6.40M | $3.83B | 1.0% | −412.9K | Reduced |
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