account_balance
Investment manager · 13F filer · SEC CIK 1403438
LPL Financial LLC
Reported value$445Bas of Jun 30, 2026
Positions5996 393 new, 169 sold out
Top 10 weight14%IVV alone is 2%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVV
Ishares Tr
2.5%Added
QQQ
Invesco Qqq Tr
1.8%
SPY
State Str Spdr S&p 500 Etf T
1.7%
AAPL
Apple INC
1.6%Added
NVDA
Nvidia Corporation
1.5%Added
SPYM
1.3%
SPYG
1.1%
IEFA
1.0%
VOO
1.0%
AMZN
0.9%
5986 others
85.7%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed