Lpl Financial Llc Portfolio Stock Holdings

Lpl Financial Llc disclosed 5772 stock positions valued at approximately $376.2 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, STATE STR SPDR S&P 500 ETF T, and INVESCO QQQ TR. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.

Report Period
March 31, 2026
No. of Stocks
5772
Portfolio Value
$376.2B
Holdings by Sector
Lpl Financial Llc Portfolio Holdings in Q1 2026

4946 holdings in the latest reporting period.

Page 1 of 50
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRIVVOther2.01%11,586,990+1,104,430+10.54%$7,568,737,433
STATE STR SPDR S&P 500 ETF TSPYOther1.72%9,962,967-207,794-2.04%$6,479,316,039
INVESCO QQQ TRQQQOther1.62%10,558,431-170,856-1.59%$6,094,114,617
APPLE INCAAPLTechnology1.60%23,695,604+89,415+0.38%$6,013,707,052
NVIDIA CORPORATIONNVDATechnology1.55%33,503,160+347,242+1.05%$5,842,950,964
SPDR SERIES TRUSTSPLGOther1.19%58,660,538+7,149,483+13.88%$4,489,877,486
ISHARES TRIEFAOther1.11%46,029,515+5,240,582+12.85%$4,167,051,904
SPDR SERIES TRUSTSPYGOther1.04%39,830,479-387,298-0.96%$3,899,802,040
MICROSOFT CORPMSFTTechnology1.02%10,337,597+329,577+3.29%$3,826,668,069
VANGUARD INDEX FDSVOOOther1.02%6,401,368-412,912-6.06%$3,825,137,416
ISHARES INCIEMGOther0.97%52,231,526-229,673-0.44%$3,643,148,833
AMAZON COM INCAMZNConsumer Cyclical0.93%16,776,756+285,977+1.73%$3,494,094,996
VANGUARD INDEX FDSVTIOther0.88%10,325,305-3,754,475-26.67%$3,312,460,932
ISHARES TRGOVTOther0.86%140,890,662+21,803,239+18.31%$3,227,805,043
ISHARES TRQUALOther0.82%16,156,372-19,728-0.12%$3,098,953,600
CAPITAL GROUP DIVIDEND VALUECGDVOther0.81%71,850,473+8,359,833+13.17%$3,056,519,021
SPDR SERIES TRUSTSPYVOther0.77%51,485,691+1,386,584+2.77%$2,913,060,291
ISHARES TRMBBOther0.71%27,984,290+81,121+0.29%$2,657,108,237
ALPHABET INCGOOGLCommunication Services0.68%8,883,479+187,108+2.15%$2,554,533,154
BLACKROCK ETF TRUSTDYNFOther0.68%43,801,022-1,330,497-2.95%$2,548,343,354
INVESCO EXCH TRADED FD TR IIQQQMOther0.66%10,526,183-199,708-1.86%$2,501,231,411
VANGUARD SCOTTSDALE FDSVONVOther0.65%26,151,759+14,733,438+129.03%$2,451,465,831
ISHARES TRIVWOther0.63%20,889,253+1,072,772+5.41%$2,362,783,274
VANGUARD INDEX FDSVUGOther0.63%5,395,832-95,066-1.73%$2,356,845,515
ISHARES TRIUSGOther0.59%14,379,337+154,735+1.09%$2,230,378,920
ISHARES TRIVEOther0.59%10,505,241-508,018-4.61%$2,218,181,574
FIRST TR EXCHANGE TRADED FDRDVYOther0.59%32,332,134+1,828,018+5.99%$2,207,637,940
VANGUARD INDEX FDSVTVOther0.58%11,180,221+438,590+4.08%$2,193,559,154
ISHARES TRIUSBOther0.58%47,282,506+1,775,051+3.90%$2,183,978,861
CAPITAL GROUP GROWTH ETFCGGROther0.56%52,561,577+7,150,524+15.75%$2,112,449,712
SELECT SECTOR SPDR TRXLKOther0.56%15,714,943-262,211-1.64%$2,088,515,723
ISHARES TRIJROther0.55%16,639,004-886,614-5.06%$2,068,394,421
BROADCOM INCAVGOTechnology0.55%6,643,394+299,266+4.72%$2,056,196,832
SPDR GOLD TRGLDOther0.54%4,735,301-73,970-1.54%$2,037,552,792
VANGUARD SCOTTSDALE FDSVONGOther0.49%16,782,350+8,608,153+105.31%$1,840,855,964
ALPHABET INCGOOGCommunication Services0.47%6,225,801+85,514+1.39%$1,785,933,078
VANGUARD TAX-MANAGED FDSVEAOther0.47%27,795,967-745,681-2.61%$1,781,165,475
META PLATFORMS INCMETACommunication Services0.47%3,087,517+50,848+1.67%$1,766,460,947
ISHARES TRIUSVOther0.47%17,225,624+819,093+4.99%$1,761,320,029
SPDR SERIES TRUSTSPIBOther0.46%51,974,915+2,918,486+5.95%$1,743,238,597
SPDR INDEX SHS FDSSPDWOther0.46%38,025,802+681,940+1.83%$1,735,877,766
ISHARES TRIWFOther0.44%3,839,355+83,696+2.23%$1,637,100,806
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.43%3,408,718+41,312+1.23%$1,633,457,685
FIRST TR EXCHNG TRADED FD VIBUFROther0.42%47,103,344+2,481,521+5.56%$1,590,679,936
JPMORGAN CHASE & COJPMFinancial Services0.42%5,390,938-68,886-1.26%$1,585,798,247
ISHARES TRIJHOther0.41%23,069,377-6,054,433-20.79%$1,557,874,952
ISHARES TREFVOther0.41%20,848,511+1,312,413+6.72%$1,550,086,670
SPDR SERIES TRUSTSPTIOther0.41%53,851,890+5,039,791+10.32%$1,543,395,113
SPDR SERIES TRUSTBILOther0.41%16,776,336+3,601,119+27.33%$1,537,383,438
VANGUARD SPECIALIZED FUNDSVIGOther0.40%7,002,475+92,654+1.34%$1,505,952,015
ISHARES TRDGROOther0.38%20,236,610+1,473,264+7.85%$1,420,205,252
VANGUARD BD INDEX FDSBNDOther0.37%19,093,602+506,926+2.73%$1,406,052,797
ISHARES TRAGGOther0.37%13,878,686-206,675-1.47%$1,377,737,116
INVESCO EXCHANGE TRADED FD TRSPOther0.34%6,660,526+1,173,578+21.39%$1,278,287,954
TESLA INCTSLAConsumer Cyclical0.33%3,368,120+134,843+4.17%$1,252,098,400
ISHARES TRMUBOther0.33%11,762,384+663,075+5.97%$1,248,577,062
EXXON MOBIL CORPXOMEnergy0.32%7,125,105-198,591-2.71%$1,208,845,281
JOHNSON & JOHNSONJNJHealthcare0.32%4,898,849-143,241-2.84%$1,197,474,704
SPDR SERIES TRUSTSPSMOther0.32%24,590,961-2,399,316-8.89%$1,188,235,113
PACER FDS TRCOWZOther0.31%18,606,409-102,124-0.55%$1,164,016,863
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.29%1,113,122+46,785+4.39%$1,109,147,967
WALMART INCWMTConsumer Defensive0.29%8,904,910+53,611+0.61%$1,106,702,164
ELI LILLY & COLLYHealthcare0.29%1,196,696+25,134+2.15%$1,100,684,667
ISHARES TRSGOVOther0.29%10,856,515+2,060,160+23.42%$1,092,816,699
SCHWAB STRATEGIC TRSCHGOther0.29%37,283,856+3,117,202+9.12%$1,086,078,685
VANECK ETF TRUSTSMHOther0.29%2,824,700+114,825+4.24%$1,082,989,960
CAPITAL GROUP CORE EQUITY ETCGUSOther0.29%28,053,759+4,319,582+18.20%$1,077,825,405
VANGUARD INDEX FDSVOOther0.27%3,577,437+295,193+8.99%$1,027,368,374
WISDOMTREE TRDGRWOther0.27%11,527,081-692,506-5.67%$1,012,538,741
J P MORGAN EXCHANGE TRADED FJPSTOther0.27%19,901,775+280,875+1.43%$1,007,228,805
VANGUARD WHITEHALL FDSVYMOther0.27%6,759,886-60,233-0.88%$1,001,139,167
SELECT SECTOR SPDR TRXLFOther0.26%20,178,033-1,547,590-7.12%$996,189,432
FIRST TR EXCHANGE TRADED FDSDVYOther0.26%24,870,852-21,317-0.09%$980,657,548
SCHWAB STRATEGIC TRSCHDOther0.25%30,861,601-1,291,833-4.02%$946,833,875
SELECT SECTOR SPDR TRXLEOther0.25%15,447,428+2,573,216+19.99%$946,309,347
J P MORGAN EXCHANGE TRADED FJEPQOther0.25%16,876,937+1,993,383+13.39%$937,007,483
VANGUARD SCOTTSDALE FDSVCITOther0.25%11,226,310+330,817+3.04%$928,977,105
SELECT SECTOR SPDR TRXLVOther0.25%6,333,092-230,221-3.51%$928,494,584
ISHARES TRIWMOther0.25%3,737,240-3,709,737-49.82%$926,835,427
ISHARES TRIWDOther0.24%4,284,792-5,710-0.13%$915,531,513
INVESCO EXCHANGE TRADED FD TSPHQOther0.24%12,165,867+248,502+2.09%$914,751,428
J P MORGAN EXCHANGE TRADED FJBNDOther0.24%16,888,797+3,769,643+28.73%$908,110,601
ISHARES TRIWBOther0.24%2,536,712+85,699+3.50%$904,489,956
CHEVRON CORPORATIONCVXEnergy0.24%4,352,184+218,175+5.28%$900,466,732
GOLD TRIAUOther0.24%10,179,920-3,562,366-25.92%$897,461,735
VANGUARD MALVERN FDSVTIPOther0.24%17,789,030-701,306-3.79%$888,562,021
VISA INCVFinancial Services0.24%2,928,554-29,934-1.01%$885,126,084
VANGUARD INTL EQUITY INDEX FVWOOther0.23%16,343,095-135,215-0.82%$883,344,202
ISHARES TREFGOther0.23%7,906,644+5,750,000+266.62%$880,562,879
VANGUARD WORLD FDVGTOther0.23%1,252,584-49,338-3.79%$873,953,096
VANGUARD INDEX FDSVBOther0.23%3,322,073-591,321-15.11%$870,117,215
ABBVIE INCABBVHealthcare0.23%3,945,266+92,169+2.39%$858,055,825
ISHARES TRITOTOther0.22%5,929,433-394,791-6.24%$844,529,141
SELECT SECTOR SPDR TRXLIOther0.22%5,116,989+202,910+4.13%$827,570,691
ISHARES TRTLHOther0.22%8,209,020-1,035,977-11.21%$826,812,453
BLACKROCK ETF TRUST IIBINCOther0.22%15,777,188+166,726+1.07%$819,309,291
ISHARES TRMTUMOther0.21%3,366,370+74,513+2.26%$807,895,044
SPDR SERIES TRUSTSLYGOther0.21%8,332,950+3,653,444+78.07%$805,129,621
FIRST TR EXCHANGE-TRADED FDFVDOther0.21%16,816,974-390,188-2.27%$790,902,223
SPDR INDEX SHS FDSSPEMOther0.21%16,696,640+1,109,591+7.12%$783,239,338
Lpl Financial Llc Options Holdings in Q1 2026

188 options positions in the latest reporting period.

Page 1 of 2
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026SPYSPDR S&P 500PUT210,100$136,636,434
Q1 2026QQQInvesco QQQ Trust, Series 1PUT50,300$29,032,154
Q1 2026AAPLApple Inc.PUT45,800$11,623,582
Q1 2026METAMeta Platforms, Inc.PUT15,000$8,581,950
Q1 2026BABAAlibaba Group Holding LimitedPUT58,700$7,364,502
Q1 2026METAMeta Platforms, Inc.CALL10,000$5,721,300
Q1 2026SPYSPDR S&P 500CALL8,600$5,592,924
Q1 2026BABoeing Company (The)PUT27,700$5,513,131
Q1 2026APPApplovin CorporationPUT13,400$5,333,200
Q1 2026COSTCostco Wholesale CorporationPUT5,100$5,081,793
Q1 2026IWMiShares Russell 2000 ETFPUT20,200$5,009,600
Q1 2026COSTCostco Wholesale CorporationCALL5,000$4,982,150
Q1 2026MSFTMicrosoft CorporationPUT13,000$4,812,210
Q1 2026AMZNAmazon.com, Inc.CALL19,800$4,123,746
Q1 2026CCitigroup, Inc.PUT33,900$3,844,599
Q1 2026GOOGAlphabet Inc.PUT13,100$3,757,866
Q1 2026UPSUnited Parcel Service, Inc.PUT35,100$3,453,138
Q1 2026CRWDCrowdStrike Holdings, Inc.PUT8,200$3,201,362
Q1 2026QQQInvesco QQQ Trust, Series 1CALL5,500$3,174,490
Q1 2026SPOTSpotifyPUT6,500$3,151,915
Q1 2026NVDANVIDIA CorporationCALL16,800$2,929,920
Q1 2026MSFTMicrosoft CorporationCALL7,800$2,887,326
Q1 2026AMZNAmazon.com, Inc.PUT13,700$2,853,299
Q1 2026AVGOBroadcom Inc.PUT9,000$2,785,590
Q1 2026ASMLASMLPUT2,100$2,773,743
Q1 2026GOOGLAlphabet Inc.PUT9,100$2,616,796
Q1 2026EFAiShares MSCI EAFE ETFPUT25,900$2,515,667
Q1 2026CSXCSX CorporationCALL55,000$2,257,750
Q1 2026IBMInternational Business MachinesPUT9,300$2,254,227
Q1 2026VOOVanguard S&P 500 ETFPUT3,700$2,210,935
Q1 2026IGViShares Expanded Tech-Software CALL26,700$2,137,335
Q1 2026BEBloom Energy CorporationPUT15,200$2,059,448
Q1 2026STXSeagate TechnologyPUT5,000$1,958,800
Q1 2026NVDANVIDIA CorporationPUT10,800$1,883,520
Q1 2026XOMExxon Mobil CorporationPUT9,800$1,662,668
Q1 2026JDJD.com, Inc.CALL55,200$1,632,264
Q1 2026CRMSalesforce, Inc.PUT8,600$1,605,362
Q1 2026SOFISoFi Technologies, Inc.PUT99,300$1,576,884
Q1 2026PLTRPalantir Technologies Inc.CALL10,500$1,535,940
Q1 2026BRK-BBerkshire Hathaway Inc. NewPUT3,200$1,533,440
Q1 2026MUMicron Technology, Inc.PUT4,500$1,520,280
Q1 2026MARAMARA Holdings, Inc.PUT186,000$1,517,760
Q1 2026NOWServiceNow, Inc.PUT14,200$1,484,610
Q1 2026AXPAmerican Express CompanyPUT4,800$1,451,904
Q1 2026UNHUnitedHealth Group IncorporatedPUT5,300$1,434,127
Q1 2026LLYEli Lilly and CompanyPUT1,500$1,379,655
Q1 2026TSLATesla, Inc.CALL3,700$1,375,475
Q1 2026RIOTRiot Platforms, Inc.PUT105,800$1,307,688
Q1 2026AAPLApple Inc.CALL5,100$1,294,329
Q1 2026BXBlackstone Inc.PUT10,900$1,253,391
Q1 2026USBU.S. BancorpPUT24,000$1,248,240
Q1 2026ORCLOracle CorporationCALL8,400$1,235,724
Q1 2026BACBank of America CorporationPUT25,000$1,218,750
Q1 2026QQQMInvesco NASDAQ 100 ETFPUT5,100$1,211,862
Q1 2026UBERUber Technologies, Inc.CALL16,300$1,172,459
Q1 2026JPMJP Morgan Chase & Co.PUT3,900$1,147,224
Q1 2026CRMSalesforce, Inc.CALL6,000$1,120,020
Q1 2026SLViShares Silver TrustPUT16,400$1,117,496
Q1 2026TSLATesla, Inc.PUT3,000$1,115,250
Q1 2026MSTRMicroStrategy IncorporatedPUT8,500$1,060,800
Q1 2026AVGOBroadcom Inc.CALL3,200$990,432
Q1 2026AMDAdvanced Micro Devices, Inc.CALL4,800$976,464
Q1 2026WMTWalmart Inc.PUT7,700$956,956
Q1 2026LMTLockheed Martin CorporationPUT1,500$906,585
Q1 2026NFLXNetflix, Inc.CALL9,300$894,195
Q1 2026EEMiShares MSCI Emerging Index FunPUT15,700$891,603
Q1 2026RTXRTX CorporationPUT4,600$887,340
Q1 2026PFEPfizer, Inc.CALL31,500$884,520
Q1 2026TFCTruist Financial CorporationPUT18,000$827,460
Q1 2026NETCloudflare, Inc.PUT4,000$825,360
Q1 2026WFCWells Fargo & CompanyPUT10,300$819,983
Q1 2026NKENike, Inc.CALL14,800$781,736
Q1 2026ARMArm Holdings plcPUT5,000$756,400
Q1 2026AMDAdvanced Micro Devices, Inc.PUT3,700$752,691
Q1 2026LNCLincoln National CorporationPUT21,100$749,050
Q1 2026ORCLOracle CorporationPUT5,000$735,550
Q1 2026SHOPShopify Inc.PUT6,000$711,720
Q1 2026UNHUnitedHealth Group IncorporatedCALL2,600$703,534
Q1 2026PLPlanet Labs PBCPUT25,000$698,750
Q1 2026HOODRobinhood Markets, Inc.PUT10,000$693,000
Q1 2026BRBroadridge Financial Solutions,CALL4,200$682,416
Q1 2026BEBloom Energy CorporationCALL5,000$677,450
Q1 2026PEPPepsico, Inc.PUT4,300$667,747
Q1 2026CRWDCrowdStrike Holdings, Inc.CALL1,700$663,697
Q1 2026PANWPalo Alto Networks, Inc.PUT4,100$657,312
Q1 2026ANETArista NetworksPUT5,000$613,900
Q1 2026VUGVanguard Growth ETFPUT1,400$611,506
Q1 2026COINCoinbase Global, Inc.CALL3,500$611,135
Q1 2026NFLXNetflix, Inc.PUT6,300$605,745
Q1 2026RBLXRoblox CorporationPUT10,500$593,880
Q1 2026SPYVSPDR Series Trust SPDR PortfoliPUT10,300$582,774
Q1 2026TSMTaiwan Semiconductor ManufacturPUT1,700$574,515
Q1 2026LNGCheniere Energy, Inc.PUT2,000$567,520
Q1 2026CATCaterpillar, Inc.PUT800$566,768
Q1 2026PAYXPaychex, Inc.CALL6,100$561,932
Q1 2026RGTIRigetti Computing, Inc.CALL40,000$561,600
Q1 2026JXNJackson Financial Inc.PUT5,300$560,316
Q1 2026ALABAstera Labs, Inc.PUT5,000$548,000
Q1 2026GLWCorning IncorporatedCALL4,000$543,880
Q1 2026CSCOCisco Systems, Inc.PUT7,000$543,130

Notional value represents the total exposure of the options position.