account_balance
Investment manager · 13F filer · SEC CIK 1403438
LPL Financial LLC
Reported value$467Bas of Sep 30, 2026
Positions6,072 264 new, 188 sold out
Top 10 weight15.1%IVV alone is 3%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
2.6%Added +6%
AAPLApple Inc
1.8%Added +2%
NVDANvidia Corporation
1.7%Added +4%
QQQInvesco QQQ Tr
1.7%
SPYState STR SPDR S&P 500 ETF T
1.6%
SPYMSPDR Series Trust
1.2%Added +2%
MSFTMicrosoft Corp
1.2%Added +3%
SPYGSPDR Series Trust
1.1%Added +6%
IEFAiShares Tr
1.1%Added +9%
VOOVanguard Index FDS
1.0%Added +5%
AMZNAmazon Com Inc
0.9%Added +2%
CGDVCapital Group Dividend Value
0.9%Added +7%
IVViShares Tr
2.6%Added +6%
QQQ1.7%
SPY1.6%SPYM1.2%
MSFT1.2%SPYG1.1%
IEFA1.1%
VOO1.0%
AMZN0.9%CGDV0.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 2.6% Added +6%
AAPL Apple Inc 1.8% Added +2%NVDA Nvidia Corporation 1.7% Added +4%QQQ Invesco QQQ Tr 1.7% Held
SPY State STR SPDR S&P 500 ETF T 1.6% HeldSPYM SPDR Series Trust 1.2% Added +2%
MSFT Microsoft Corp 1.2% Added +3%SPYG SPDR Series Trust 1.1% Added +6%
IEFA iShares Tr 1.1% Added +9%
VOO Vanguard Index FDS 1.0% Added +5%
AMZN Amazon Com Inc 0.9% Added +2%CGDV Capital Group Dividend Value 0.9% Added +7%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- SKHY $50.1M
- RJCA $42.1M
- JHCP $41.5M
- BRSV $27.9M
arrow_upwardAdded
- CORO +165%
- BLCR +47%
- SGOV +27%
- IUSB +24%
arrow_downwardTrimmed
- MBB −24%
- SPHQ −7%
- IEMG −7%
- EFV −4%
remove_circleSold out
- NSA $20.8M
- EA $10.6M
- SILA $8.11M
- Siren ETF Tr $7.93M