Universe · entity
LPL Financial LLC
Institutional manager (13F) · CIK 1403438
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $140.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $7.6B | 11,586,990 |
| 2 | STATE STR SPDR S&P 500 ETF T | $6.5B | 9,962,967 |
| 3 | INVESCO QQQ TR | $6.1B | 10,558,431 |
| 4 | APPLE INC | $6.0B | 23,695,604 |
| 5 | NVIDIA CORPORATION | $5.8B | 33,503,160 |
| 6 | SPDR SERIES TRUST | $4.5B | 58,660,538 |
| 7 | ISHARES TR | $4.2B | 46,029,515 |
| 8 | SPDR SERIES TRUST | $3.9B | 39,830,479 |
| 9 | MICROSOFT CORP | $3.8B | 10,337,597 |
| 10 | VANGUARD INDEX FDS | $3.8B | 6,401,368 |
| 11 | ISHARES INC | $3.6B | 52,231,526 |
| 12 | AMAZON COM INC | $3.5B | 16,776,756 |
| 13 | VANGUARD INDEX FDS | $3.3B | 10,325,305 |
| 14 | ISHARES TR | $3.2B | 140,890,662 |
| 15 | ISHARES TR | $3.1B | 16,156,372 |
| 16 | CAPITAL GROUP DIVIDEND VALUE | $3.1B | 71,850,473 |
| 17 | SPDR SERIES TRUST | $2.9B | 51,485,691 |
| 18 | ISHARES TR | $2.7B | 27,984,290 |
| 19 | ALPHABET INC | $2.6B | 8,883,479 |
| 20 | BLACKROCK ETF TRUST | $2.5B | 43,801,022 |
| 21 | INVESCO EXCH TRADED FD TR II | $2.5B | 10,526,183 |
| 22 | VANGUARD SCOTTSDALE FDS | $2.5B | 26,151,759 |
| 23 | ISHARES TR | $2.4B | 20,889,253 |
| 24 | VANGUARD INDEX FDS | $2.4B | 5,395,832 |
| 25 | ISHARES TR | $2.2B | 14,379,337 |
| 26 | ISHARES TR | $2.2B | 10,505,241 |
| 27 | FIRST TR EXCHANGE TRADED FD | $2.2B | 32,332,134 |
| 28 | VANGUARD INDEX FDS | $2.2B | 11,180,221 |
| 29 | ISHARES TR | $2.2B | 47,282,506 |
| 30 | CAPITAL GROUP GROWTH ETF | $2.1B | 52,561,577 |
| 31 | SELECT SECTOR SPDR TR | $2.1B | 15,714,943 |
| 32 | ISHARES TR | $2.1B | 16,639,004 |
| 33 | BROADCOM INC | $2.1B | 6,643,394 |
| 34 | SPDR GOLD TR | $2.0B | 4,735,301 |
| 35 | VANGUARD SCOTTSDALE FDS | $1.8B | 16,782,350 |
| 36 | ALPHABET INC | $1.8B | 6,225,801 |
| 37 | VANGUARD TAX-MANAGED FDS | $1.8B | 27,795,967 |
| 38 | META PLATFORMS INC | $1.8B | 3,087,517 |
| 39 | ISHARES TR | $1.8B | 17,225,624 |
| 40 | SPDR SERIES TRUST | $1.7B | 51,974,915 |
| 41 | SPDR INDEX SHS FDS | $1.7B | 38,025,802 |
| 42 | ISHARES TR | $1.6B | 3,839,355 |
| 43 | BERKSHIRE HATHAWAY INC DEL | $1.6B | 3,408,718 |
| 44 | FIRST TR EXCHNG TRADED FD VI | $1.6B | 47,103,344 |
| 45 | JPMORGAN CHASE & CO | $1.6B | 5,390,938 |
| 46 | ISHARES TR | $1.6B | 23,069,377 |
| 47 | ISHARES TR | $1.6B | 20,848,511 |
| 48 | SPDR SERIES TRUST | $1.5B | 53,851,890 |
| 49 | SPDR SERIES TRUST | $1.5B | 16,776,336 |
| 50 | VANGUARD SPECIALIZED FUNDS | $1.5B | 7,002,475 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.