LPL Financial LLC

13F filer · CIK 0001403438

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$445.1BU.S. long equity reported on 13F

Positions3,584222 new · 120 closed

Net flow last quarter+$5.05BBuys minus sells

Top 10 positions weight10.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 20263,584 positions
QQQInvesco QQQ Trust, Series 1	$7.81B	1.75%	Not reported	+0.5%	Q2 2018
SPYSPDR S&P 500 ETF Trust	$7.39B	1.66%	Not reported	-0.6%	Q3 2013
AAPLApple Inc.	$7.02B	1.58%	0.17%	+2.4%	Q3 2013
NVDANvidia Corp	$6.86B	1.54%	0.14%	+2.4%	Q3 2013
AMZNAmazon Com Inc	$4.08B	0.92%	0.16%	+2.1%	Q3 2013
MSFTMicrosoft Corp	$4.01B	0.90%	0.14%	+4.1%	Q3 2013
GOOGLAlphabet Inc.	$3.25B	0.73%	0.07%	+2.4%	Q1 2016
AVGOBroadcom Inc.	$2.6B	0.58%	0.14%	+3.6%	Q1 2016
GOOGAlphabet Inc.	$2.3B	0.52%	Not reported	+4.7%	Q1 2016
SMHMarket Vectors ETF Trust	$1.89B	0.43%	Not reported	+2.2%	Q1 2014
MUMicron Technology Inc	$1.8B	0.40%	0.14%	+12.9%	Q3 2013
METAMeta Platforms, Inc.	$1.79B	0.40%	Not reported	+3.2%	Q3 2013
BRK.BBerkshire Hathaway Inc	$1.75B	0.39%	Not reported	+2.7%	Q3 2013
JPMJPMorgan Chase & Co	$1.72B	0.39%	0.20%	-2.6%	Q3 2013
GLDSPDR Gold Trust	$1.65B	0.37%	1.23%	-5.5%	Q3 2013
LLYELI LILLY & Co	$1.53B	0.34%	0.14%	+6.5%	Q3 2013
TSLATesla, Inc.	$1.5B	0.34%	0.09%	+5.7%	Q3 2013
AMDAdvanced Micro Devices Inc	$1.4B	0.31%	0.15%	-0.9%	Q3 2013
JNJJohnson & Johnson	$1.28B	0.29%	0.21%	+3.2%	Q3 2013
CATCaterpillar Inc	$1.26B	0.28%	0.26%	+7.5%	Q3 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.14B	0.26%	Not reported	+7.1%	Q3 2013
COSTCostco Wholesale Corp	$1.07B	0.24%	0.26%	+2.9%	Q3 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.05B	0.24%	0.01%	+5.2%	Q3 2013
ABBVAbbVie Inc.	$1.03B	0.23%	0.23%	+3.8%	Q3 2013
VVisa Inc.	$1.03B	0.23%	0.16%	+2.3%	Q3 2013
WMTWalmart Inc.	$1.02B	0.23%	0.11%	+1.3%	Q3 2013
XOMExxonMobil Holdings Corp	$968M	0.22%	0.17%	-0.6%	Q3 2013
SPMDSupermedia Inc.	$909M	0.20%	Not reported	+4.7%	Q3 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$871M	0.20%	Not reported	+2.7%	Q3 2013
IAUIshares Gold Trust	$827M	0.19%	1.33%	+7.6%	Q3 2013
HDHome Depot, Inc.	$788M	0.18%	0.22%	+0.3%	Q3 2013
CSCOCisco Systems, Inc.	$785M	0.18%	0.17%	+0.1%	Q3 2013
FVDFirst Trust Value Line Dividend Fund	$770M	0.17%	Not reported	-4.9%	Q3 2013
CGCPCardiogenesis Corp	$746M	0.17%	Not reported	+12.7%	Q2 2022
THROTheron Resource Group	$733M	0.16%	215.29%	-23.7%	Q1 2025
CVXChevron Corp	$723M	0.16%	0.22%	+0.2%	Q3 2013
PULSPulse Electronics Corp	$693M	0.16%	79.67%	+9.9%	Q4 2018
LRCXLam Research Corp	$669M	0.15%	0.12%	+4.1%	Q3 2013
AMATApplied Materials Inc	$663M	0.15%	0.12%	+6.1%	Q3 2013
SPABASTROTECH Corp	$646M	0.15%	Not reported	+2.5%	Q3 2013
PGPROCTER & GAMBLE Co	$617M	0.14%	0.18%	+1.3%	Q3 2013
GEVGE Vernova Inc.	$587M	0.13%	0.19%	+5.7%	Q2 2024
PLTRPalantir Technologies Inc.	$584M	0.13%	0.21%	-2.1%	Q3 2020
IBMInternational Business Machines Corp	$584M	0.13%	0.22%	+4.0%	Q3 2013
PANWPalo Alto Networks Inc	$582M	0.13%	0.21%	-2.5%	Q1 2014
JAVASun Microsystems, Inc.	$574M	0.13%	Not reported	+8.1%	Q4 2022
NFLXNetflix Inc	$570M	0.13%	0.19%	+3.2%	Q3 2013
BSVNBank7 Corp.	$566M	0.13%	76.28%	+2.0%	Q3 2013
CRWDCrowdStrike Holdings, Inc.	$565M	0.13%	0.29%	+5.6%	Q4 2019
MAMastercard Inc	$549M	0.12%	0.09%	+0.5%	Q3 2013

Q1 2026Reported May 6, 20263,480 positions
SPYSPDR S&P 500 ETF Trust	$6.48B	1.72%	Not reported	-2.0%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$6.09B	1.62%	Not reported	-1.6%	Q2 2018
AAPLApple Inc.	$6.01B	1.60%	0.16%	+0.4%	Q3 2013
NVDANvidia Corp	$5.84B	1.55%	0.14%	+1.1%	Q3 2013
MSFTMicrosoft Corp	$3.83B	1.02%	0.14%	+3.3%	Q3 2013
AMZNAmazon Com Inc	$3.49B	0.93%	0.16%	+1.7%	Q3 2013
GOOGLAlphabet Inc.	$2.55B	0.68%	0.07%	+2.2%	Q1 2016
AVGOBroadcom Inc.	$2.06B	0.55%	0.14%	+4.7%	Q1 2016
GLDSPDR Gold Trust	$2.04B	0.54%	1.25%	-1.5%	Q3 2013
GOOGAlphabet Inc.	$1.79B	0.47%	Not reported	+1.4%	Q1 2016
METAMeta Platforms, Inc.	$1.77B	0.47%	Not reported	+1.7%	Q3 2013
BRK.BBerkshire Hathaway Inc	$1.63B	0.43%	Not reported	+1.2%	Q3 2013
JPMJPMorgan Chase & Co	$1.59B	0.42%	0.20%	-1.3%	Q3 2013
TSLATesla, Inc.	$1.25B	0.33%	0.09%	+4.2%	Q3 2013
XOMExxonMobil Holdings Corp	$1.21B	0.32%	0.17%	-2.7%	Q3 2013
JNJJohnson & Johnson	$1.2B	0.32%	0.20%	-2.8%	Q3 2013
COSTCostco Wholesale Corp	$1.11B	0.29%	0.25%	+4.4%	Q3 2013
WMTWalmart Inc.	$1.11B	0.29%	0.11%	+0.6%	Q3 2013
LLYELI LILLY & Co	$1.1B	0.29%	0.13%	+2.2%	Q3 2013
SMHMarket Vectors ETF Trust	$1.08B	0.29%	Not reported	+4.2%	Q1 2014
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1B	0.27%	Not reported	-0.9%	Q3 2013
CVXChevron Corp	$900M	0.24%	0.22%	+5.3%	Q3 2013
IAUIshares Gold Trust	$897M	0.24%	1.20%	-25.9%	Q3 2013
VVisa Inc.	$885M	0.24%	0.16%	-1.0%	Q3 2013
ABBVAbbVie Inc.	$858M	0.23%	0.22%	+2.4%	Q3 2013
THROTheron Resource Group	$807M	0.21%	282.13%	+9.4%	Q1 2025
FVDFirst Trust Value Line Dividend Fund	$791M	0.21%	Not reported	-2.3%	Q3 2013
CATCaterpillar Inc	$779M	0.21%	0.24%	+7.4%	Q3 2013
SPMDSupermedia Inc.	$761M	0.20%	Not reported	+0.1%	Q3 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$752M	0.20%	Not reported	-1.6%	Q3 2013
PLTRPalantir Technologies Inc.	$747M	0.20%	0.21%	+2.5%	Q3 2020
NFLXNetflix Inc	$744M	0.20%	0.18%	-3.4%	Q3 2013
HDHome Depot, Inc.	$732M	0.19%	0.22%	+2.6%	Q3 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$708M	0.19%	0.01%	+3.2%	Q3 2013
CGCPCardiogenesis Corp	$664M	0.18%	Not reported	+25.2%	Q2 2022
SPABASTROTECH Corp	$633M	0.17%	Not reported	+5.1%	Q3 2013
PULSPulse Electronics Corp	$630M	0.17%	72.47%	+14.1%	Q4 2018
PGPROCTER & GAMBLE Co	$600M	0.16%	0.18%	+3.7%	Q3 2013
BSVNBank7 Corp.	$558M	0.15%	74.82%	+4.3%	Q3 2013
RTXRTX Corp	$554M	0.15%	0.21%	+9.2%	Q2 2020
MAMastercard Inc	$531M	0.14%	0.09%	+3.6%	Q3 2013
CSCOCisco Systems, Inc.	$518M	0.14%	0.17%	+4.5%	Q3 2013
VZVerizon Communications Inc	$513M	0.14%	0.24%	+2.7%	Q3 2013
SLViShares Silver Trust	$509M	0.14%	1.27%	-14.7%	Q3 2013
MCDMcdonalds Corp	$501M	0.13%	0.23%	+2.4%	Q3 2013
AMDAdvanced Micro Devices Inc	$493M	0.13%	0.15%	+2.5%	Q3 2013
IBMInternational Business Machines Corp	$484M	0.13%	0.21%	-0.6%	Q3 2013
JAVASun Microsystems, Inc.	$480M	0.13%	Not reported	+6.8%	Q4 2022
MUMicron Technology Inc	$466M	0.12%	0.12%	+7.5%	Q3 2013
KOCoca Cola Co	$459M	0.12%	0.14%	+1.8%	Q3 2013

Q4 2025Reported Feb 11, 20263,425 positions
SPYSPDR S&P 500 ETF Trust	$6.94B	1.89%	Not reported	+2.3%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$6.59B	1.80%	Not reported	+1.6%	Q2 2018
AAPLApple Inc.	$6.42B	1.75%	0.16%	+3.3%	Q3 2013
NVDANvidia Corp	$6.18B	1.69%	0.14%	+1.1%	Q3 2013
MSFTMicrosoft Corp	$4.84B	1.32%	0.13%	+5.3%	Q3 2013
AMZNAmazon Com Inc	$3.81B	1.04%	0.15%	+3.9%	Q3 2013
GOOGLAlphabet Inc.	$2.72B	0.74%	0.07%	+3.6%	Q1 2016
AVGOBroadcom Inc.	$2.2B	0.60%	0.13%	+4.5%	Q1 2016
METAMeta Platforms, Inc.	$2B	0.55%	Not reported	+5.8%	Q3 2013
GOOGAlphabet Inc.	$1.93B	0.53%	Not reported	+2.9%	Q1 2016
GLDSPDR Gold Trust	$1.91B	0.52%	1.32%	+5.6%	Q3 2013
JPMJPMorgan Chase & Co	$1.76B	0.48%	0.20%	+4.6%	Q3 2013
BRK.BBerkshire Hathaway Inc	$1.69B	0.46%	Not reported	+2.3%	Q3 2013
TSLATesla, Inc.	$1.45B	0.40%	0.09%	+2.6%	Q3 2013
LLYELI LILLY & Co	$1.26B	0.34%	0.12%	+4.5%	Q3 2013
IAUIshares Gold Trust	$1.12B	0.30%	1.67%	+1.5%	Q3 2013
JNJJohnson & Johnson	$1.04B	0.28%	0.21%	+1.1%	Q3 2013
VVisa Inc.	$1.04B	0.28%	0.16%	+1.6%	Q3 2013
WMTWalmart Inc.	$986M	0.27%	0.11%	+8.4%	Q3 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$979M	0.27%	Not reported	+5.3%	Q3 2013
SMHMarket Vectors ETF Trust	$976M	0.27%	Not reported	+12.7%	Q1 2014
COSTCostco Wholesale Corp	$920M	0.25%	0.24%	-1.5%	Q3 2013
PLTRPalantir Technologies Inc.	$886M	0.24%	0.21%	-1.1%	Q3 2020
XOMExxonMobil Holdings Corp	$881M	0.24%	0.18%	+6.0%	Q3 2013
ABBVAbbVie Inc.	$880M	0.24%	0.22%	+3.2%	Q3 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$793M	0.22%	Not reported	+2.4%	Q3 2013
FVDFirst Trust Value Line Dividend Fund	$793M	0.22%	Not reported	-2.8%	Q3 2013
THROTheron Resource Group	$786M	0.21%	257.91%	+10.1%	Q1 2025
NFLXNetflix Inc	$751M	0.21%	0.19%	-1.7%	Q3 2013
HDHome Depot, Inc.	$747M	0.20%	0.22%	+0.9%	Q3 2013
SPMDSupermedia Inc.	$744M	0.20%	Not reported	+1.4%	Q3 2013
CVXChevron Corp	$630M	0.17%	0.21%	+0.9%	Q3 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$617M	0.17%	0.01%	+9.2%	Q3 2013
SPABASTROTECH Corp	$606M	0.17%	Not reported	+7.0%	Q3 2013
IBMInternational Business Machines Corp	$595M	0.16%	0.21%	+8.0%	Q3 2013
CATCaterpillar Inc	$586M	0.16%	0.22%	+4.1%	Q3 2013
MAMastercard Inc	$586M	0.16%	0.08%	+7.0%	Q3 2013
PGPROCTER & GAMBLE Co	$574M	0.16%	0.17%	-0.2%	Q3 2013
SLViShares Silver Trust	$564M	0.15%	1.63%	-1.7%	Q3 2013
PULSPulse Electronics Corp	$553M	0.15%	63.52%	+8.5%	Q4 2018
BSVNBank7 Corp.	$538M	0.15%	72.15%	-1.2%	Q3 2013
CGCPCardiogenesis Corp	$537M	0.15%	Not reported	+25.1%	Q2 2022
AMDAdvanced Micro Devices Inc	$507M	0.14%	0.15%	-3.5%	Q3 2013
CSCOCisco Systems, Inc.	$492M	0.13%	0.16%	+3.4%	Q3 2013
ORCLOracle Corp	$489M	0.13%	0.09%	+11.3%	Q3 2013
BACBank of America Corp	$484M	0.13%	0.12%	+2.5%	Q3 2013
RTXRTX Corp	$482M	0.13%	0.20%	+4.8%	Q2 2020
MCDMcdonalds Corp	$481M	0.13%	0.22%	+4.2%	Q3 2013
GEGeneral Electric Co	$452M	0.12%	0.14%	+13.2%	Q3 2021
JAVASun Microsystems, Inc.	$449M	0.12%	Not reported	+9.3%	Q4 2022

Q3 2025Reported Nov 12, 20253,383 positions
SPYSPDR S&P 500 ETF Trust	$6.62B	1.93%	Not reported	+3.2%	Q3 2013
QQQInvesco QQQ Trust, Series 1	$6.34B	1.85%	Not reported	+4.1%	Q2 2018
NVDANvidia Corp	$6.12B	1.78%	0.13%	+4.3%	Q3 2013
AAPLApple Inc.	$5.82B	1.70%	0.15%	+6.3%	Q3 2013
MSFTMicrosoft Corp	$4.92B	1.43%	0.13%	+6.1%	Q3 2013
AMZNAmazon Com Inc	$3.48B	1.02%	0.15%	+6.8%	Q3 2013
METAMeta Platforms, Inc.	$2.11B	0.61%	Not reported	+8.2%	Q3 2013
GOOGLAlphabet Inc.	$2.04B	0.60%	0.07%	+8.7%	Q1 2016
AVGOBroadcom Inc.	$2B	0.58%	0.13%	+6.0%	Q1 2016
BRK.BBerkshire Hathaway Inc	$1.65B	0.48%	Not reported	+3.4%	Q3 2013
JPMJPMorgan Chase & Co	$1.65B	0.48%	0.19%	+8.7%	Q3 2013
GLDSPDR Gold Trust	$1.62B	0.47%	1.36%	+7.5%	Q3 2013
GOOGAlphabet Inc.	$1.45B	0.42%	Not reported	+4.6%	Q1 2016
TSLATesla, Inc.	$1.4B	0.41%	0.09%	+2.5%	Q3 2013
COSTCostco Wholesale Corp	$1B	0.29%	0.24%	+1.0%	Q3 2013
VVisa Inc.	$994M	0.29%	0.16%	+3.9%	Q3 2013
IAUIshares Gold Trust	$985M	0.29%	1.76%	+24.2%	Q3 2013
NFLXNetflix Inc	$977M	0.28%	0.19%	+4.8%	Q3 2013
JNJJohnson & Johnson	$925M	0.27%	0.21%	+10.0%	Q3 2013
PLTRPalantir Technologies Inc.	$920M	0.27%	0.21%	+2.7%	Q3 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$913M	0.27%	Not reported	+5.0%	Q3 2013
HDHome Depot, Inc.	$872M	0.25%	0.22%	+9.7%	Q3 2013
ABBVAbbVie Inc.	$864M	0.25%	0.21%	+8.8%	Q3 2013
LLYELI LILLY & Co	$855M	0.25%	0.12%	+3.8%	Q3 2013
WMTWalmart Inc.	$841M	0.25%	0.10%	+5.3%	Q3 2013
FVDFirst Trust Value Line Dividend Fund	$818M	0.24%	Not reported	0.0%	Q3 2013
SMHMarket Vectors ETF Trust	$785M	0.23%	Not reported	+16.2%	Q1 2014
XOMExxonMobil Holdings Corp	$779M	0.23%	0.16%	+9.7%	Q3 2013
DIASPDR Dow Jones Industrial Average ETF Trust	$747M	0.22%	Not reported	+1.3%	Q3 2013
SPMDSupermedia Inc.	$725M	0.21%	Not reported	0.0%	Q3 2013
THROTheron Resource Group	$701M	0.20%	234.34%	+18.7%	Q1 2025
CVXChevron Corp	$637M	0.19%	0.20%	+11.9%	Q3 2013
ORCLOracle Corp	$634M	0.18%	0.08%	+5.4%	Q3 2013
PGPROCTER & GAMBLE Co	$616M	0.18%	0.17%	+7.1%	Q3 2013
SPABASTROTECH Corp	$568M	0.17%	Not reported	-0.9%	Q3 2013
MAMastercard Inc	$546M	0.16%	0.08%	+6.4%	Q3 2013
BSVNBank7 Corp.	$545M	0.16%	73.13%	+2.4%	Q3 2013
IBMInternational Business Machines Corp	$525M	0.15%	0.20%	+11.7%	Q3 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$519M	0.15%	0.01%	+12.9%	Q3 2013
PULSPulse Electronics Corp	$512M	0.15%	58.57%	+9.6%	Q4 2018
CATCaterpillar Inc	$469M	0.14%	0.21%	-0.3%	Q3 2013
MCDMcdonalds Corp	$459M	0.13%	0.21%	+10.5%	Q3 2013
UNHUnitedhealth Group Inc	$449M	0.13%	0.14%	+3.1%	Q3 2013
BACBank of America Corp	$443M	0.13%	0.12%	+5.0%	Q3 2013
VZVerizon Communications Inc	$441M	0.13%	0.24%	+14.9%	Q3 2013
CGCPCardiogenesis Corp	$431M	0.13%	Not reported	+28.7%	Q2 2022
PMPhilip Morris International Inc.	$423M	0.12%	0.17%	+11.1%	Q3 2013
CSCOCisco Systems, Inc.	$423M	0.12%	0.16%	+15.1%	Q3 2013
RTXRTX Corp	$420M	0.12%	0.19%	+3.8%	Q2 2020
AMDAdvanced Micro Devices Inc	$396M	0.12%	0.15%	+5.1%	Q3 2013

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