LPL Financial LLC - Portfolio overview

LPL Financial LLC has 6058 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 1.99%
2. SPY - STATE STR SPDR S&P 500 ETF T, 1.70%
3. QQQ - INVESCO QQQ TR, 1.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.