LPL Financial LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$365.8B

Total Positions

5,658

New This Quarter

308

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

IVV1.96%

SPY1.89%

QQQ1.80%

AAPL1.75%

NVDA1.69%

MSFT1.32%

VTI1.29%

SPYG1.17%

VOO1.17%

SPYM1.13%

Other11.81%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

ARQT11Q held

ARCUTIS BIOTHERAPEUTICS INC

Avg $5.13 · $2.6M est. P&L

Est. P&L

+447.11%

SKE11Q held

SKEENA RES LTD NEW C

Avg $5.28 · $430,559 est. P&L

Est. P&L

+353.52%

CMPX7Q held

COMPASS THERAPEUTICS INC

Avg $1.21 · $185,441 est. P&L

Est. P&L

+344.64%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 5637 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ISHARES TR	10.5M	$7.2B	2.0%	—	$406.03	+69.92%	29 qtrs	Increased 52
SPY SPDR S&P 500 ETF TR	10.2M	$6.9B	1.9%	—	$381.31	+80.17%	29 qtrs	Increased 51
QQQ INVESCO QQQ TR	10.7M	$6.6B	1.8%	—	$304.38	+103.50%	29 qtrs	Increased 51
AAPL Apple Inc	23.6M	$6.4B	1.8%	—	$149.66	+82.29%	29 qtrs	Increased 52
NVDA NVIDIA Corp	33.2M	$6.2B	1.7%	—	$122.16	+53.52%	29 qtrs	Increased 51
MSFT Microsoft Corp	10M	$4.8B	1.3%	—	$297.82	+63.68%	29 qtrs	Increased 53
VTI VANGUARD INDEX FDS	14.1M	$4.7B	1.3%	—	$171.37	+97.15%	29 qtrs	Increased 51
SPYG SPDR SERIES TRUST	40.2M	$4.3B	1.2%	—	$64.63	+66.29%	29 qtrs	Increased 52
VOO VANGUARD INDEX FDS	6.8M	$4.3B	1.2%	—	$402.22	+57.06%	29 qtrs	Increased 54
SPYM SPDR SERIES TRUST	51.5M	$4.1B	1.1%	—	$56.88	+42.08%	29 qtrs	Increased 54
AMZN Amazon.com Inc	16.5M	$3.8B	1.0%	—	$155.87	+49.18%	29 qtrs	Increased 52
IEFA ISHARES TR	40.8M	$3.6B	1.0%	—	$62.15	+44.60%	29 qtrs	Increased 47
IEMG ISHARES INC	52.5M	$3.5B	1.0%	—	$53.28	+26.49%	29 qtrs	Increased 50
QUAL ISHARES TR	16.2M	$3.2B	0.9%	—	$127.09	+57.44%	29 qtrs	Decreased 0
SPYV SPDR SERIES TRUST	50.1M	$2.8B	0.8%	—	$41.33	+38.39%	29 qtrs	Increased 49
CGDV CAPITAL GROUP DIVIDEND VALUE	63.5M	$2.8B	0.8%	—	$36.84	+19.26%	15 qtrs	Increased 54
DYNF BLACKROCK ETF TRUST	45.1M	$2.7B	0.7%	—	$50.77	+20.64%	9 qtrs	Increased 50
GOVT ISHARES TR	119.1M	$2.7B	0.7%	—	$21.60	+6.51%	29 qtrs	Increased 48
GOOGL Alphabet Inc	8.7M	$2.7B	0.7%	—	$144.10	+117.80%	29 qtrs	Increased 47
QQQM INVESCO EXCH TRADED FD TR II	10.7M	$2.7B	0.7%	—	$185.03	+37.84%	20 qtrs	Increased 49
VUG VANGUARD INDEX FDS	5.5M	$2.7B	0.7%	—	$222.67	+120.82%	29 qtrs	Increased 45
MBB ISHARES TR	27.9M	$2.7B	0.7%	—	$87.11	+9.19%	29 qtrs	Increased 47
IVW ISHARES TR	19.8M	$2.4B	0.7%	—	$81.93	+51.55%	29 qtrs	Increased 46
IUSG ISHARES TR	14.2M	$2.4B	0.7%	—	$70.91	+138.64%	29 qtrs	Increased 45
IVE ISHARES TR	11M	$2.3B	0.6%	—	$179.00	+19.31%	29 qtrs	Increased 56
Showing 25 of 5,637 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

JPEMJ P MORGAN EXCHANGE TRADED F

Q1 2024 → Q4 2025+165,917 shares+$12.2M

JAVAJ P MORGAN EXCHANGE TRADED F

Q1 2024 → Q4 2025+4.2M shares+$334.3M

JMUBJ P MORGAN EXCHANGE TRADED F

Q1 2024 → Q4 2025+4M shares+$199.8M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer