LPL Financial LLC 13F Holdings
CIK 0001403438 · FORT MILL, SC
As of Sep 30, 2025, LPL Financial LLC reported 5,793 positions worth $229.7B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 10,097,239 | $6.8B | 2.94% |
| SPDR S&P 500 ETF TRUST | SPY | — | 9,941,748 | $6.6B | 2.88% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 10,564,843 | $6.3B | 2.76% |
| NVIDIA CORP | NVDA | Technology | 32,791,518 | $6.1B | 2.66% |
| APPLE INC | AAPL | Technology | 22,850,810 | $5.8B | 2.53% |
| MICROSOFT CORP | MSFT | Technology | 9,505,943 | $4.9B | 2.14% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 13,801,841 | $4.5B | 1.97% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 39,178,649 | $4.1B | 1.78% |
| VANGUARD 500 INDEX FUND | VOO | — | 6,342,201 | $3.9B | 1.69% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 48,460,325 | $3.8B | 1.65% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 18,522,897 | $3.6B | 1.57% |
| AMAZON.COM INC | AMZN | Equity | 15,868,881 | $3.5B | 1.52% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 38,989,201 | $3.4B | 1.48% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 46,995,248 | $3.1B | 1.35% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 5,466,752 | $2.6B | 1.14% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 111,201,014 | $2.6B | 1.12% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 46,442,555 | $2.6B | 1.12% |
| ISHARES MBS ETF | MBB | — | 26,798,274 | $2.5B | 1.11% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 40,888,680 | $2.4B | 1.05% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 9,765,868 | $2.4B | 1.05% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 19,458,986 | $2.3B | 1.02% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 14,033,355 | $2.3B | 1.01% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 52,585,686 | $2.2B | 0.96% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 7,679,418 | $2.2B | 0.94% |
| META PLATFORMS INC | META | Communication Services | 2,869,423 | $2.1B | 0.92% |