Notify me when LPL Financial LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 5,658 | $365,764,377,676 | +$26,212,188,682 | -$5,419,111,424 | +$20,793,077,258 | IVV, SPY, QQQ, AAPL, NVDA | 13F-HR | 11 Feb 2026, 11:40 |
| Q3 2025 | 5,579 | $342,599,017,956 | +$28,256,197,561 | -$4,437,945,495 | +$23,818,252,066 | IVV, SPY, QQQ, NVDA, AAPL | 13F-HR | 12 Nov 2025, 13:51 |
| Q2 2025 | 5,388 | $299,467,422,044 | +$26,640,288,991 | -$4,291,001,845 | +$22,349,287,146 | SPY, IVV, QQQ, NVDA, MSFT | 13F-HR | 12 Aug 2025, 13:42 |
| Q1 2025 | 5,207 | $256,895,495,193 | +$23,352,393,546 | -$5,581,414,246 | +$17,770,979,300 | IVV, SPY, AAPL, QQQ, VTI | 13F-HR | 07 May 2025, 12:15 |
| Q4 2024 | 5,149 | $245,691,477,009 | +$26,215,235,826 | -$2,604,157,199 | +$23,611,078,627 | IVV, SPY, AAPL, QQQ, VTI | 13F-HR | 11 Feb 2025, 13:46 |
| Q3 2024 | 5,051 | $224,005,258,887 | +$15,794,719,632 | -$2,491,897,564 | +$13,302,822,068 | IVV, SPY, QQQ, AAPL, VTI | 13F-HR | 08 Nov 2024, 15:21 |
| Q2 2024 | 4,901 | $200,478,244,463 | +$16,980,424,888 | -$2,603,790,413 | +$14,376,634,475 | IVV, SPY, QQQ, AAPL, VTI | 13F-HR | 07 Aug 2024, 16:00 |
| Q1 2024 | 4,832 | $186,038,668,401 | +$18,634,734,770 | -$6,313,274,563 | +$12,321,460,207 | IVV, SPY, QQQ, VTI, AAPL | 13F-HR | 10 May 2024, 13:54 |
| Q4 2023 | 4,726 | $164,851,660,836 | +$11,992,263,004 | -$3,349,371,084 | +$8,642,891,920 | IVV, SPY, QQQ, VTI, AAPL | 13F-HR | 14 Feb 2024, 10:26 |
| Q3 2023 | 4,626 | $142,666,214,363 | +$11,212,593,499 | -$2,726,894,797 | +$8,485,698,702 | IVV, SPY, VTI, QQQ, AAPL | 13F-HR | 13 Nov 2023, 11:57 |
| Q2 2023 | 4,530 | $139,801,988,735 | +$8,562,300,488 | -$2,820,042,860 | +$5,742,257,628 | IVV, SPY, VTI, AAPL, QQQ | 13F-HR | 31 Jul 2023, 14:33 |
| Q1 2023 | 4,451 | $128,303,754,152 | +$11,273,641,722 | -$5,168,383,262 | +$6,105,258,460 | IVV, VTI, SPY, AAPL, BND | 13F-HR | 10 May 2023, 11:57 |
| Q4 2022 | 4,425 | $116,629,213,424 | +$9,497,840,631 | -$3,207,997,433 | +$6,289,843,198 | IVV, VTI, SPY, BND, AAPL | 13F-HR | 07 Feb 2023, 11:50 |
| Q3 2022 | 4,380 | $103,512,309,000 | +$8,563,268,320 | -$3,450,787,827 | +$5,112,480,493 | IVV, VTI, BND, AAPL, SPY | 13F-HR | 14 Nov 2022, 09:38 |
| Q2 2022 | 4,384 | $105,137,445,000 | +$9,536,722,689 | -$3,166,381,420 | +$6,370,341,269 | IVV, VTI, BND, SPY, AAPL | 13F-HR | 12 Aug 2022, 16:26 |
| Q1 2022 | 4,157 | $116,216,265,000 | +$10,396,502,401 | -$6,781,266,260 | +$3,615,236,141 | IVV, VTI, BND, AAPL, QQQ | 13F-HR | 16 May 2022, 14:29 |
| Q4 2021 | 4,323 | $119,084,764,000 | +$8,501,036,538 | -$1,921,775,245 | +$6,579,261,293 | QQQ, IVV, BND, AAPL, SPY | 13F-HR | 14 Feb 2022, 13:56 |
| Q3 2021 | 4,291 | $106,279,818,000 | +$10,859,184,748 | -$1,631,961,877 | +$9,227,222,871 | BND, QQQ, IVV, SPY, VTI | 13F-HR | 15 Nov 2021, 13:22 |
| Q2 2021 | 4,196 | $98,806,505,000 | +$9,558,961,910 | -$2,363,644,375 | +$7,195,317,535 | BND, QQQ, VTI, IVV, SPY | 13F-HR | 13 Aug 2021, 11:13 |
| Q1 2021 | 4,045 | $86,858,116,000 | +$9,256,828,632 | -$2,558,872,842 | +$6,697,955,790 | BND, QQQ, VTI, IVV, SPY | 13F-HR | 14 May 2021, 10:37 |
| Q4 2020 | 3,787 | $77,176,151,000 | +$9,143,301,119 | -$2,203,611,718 | +$6,939,689,401 | QQQ, BND, IVV, VTI, AAPL | 13F-HR | 12 Feb 2021, 15:28 |
| Q3 2020 | 3,525 | $63,935,904,000 | +$5,568,667,173 | -$1,689,513,434 | +$3,879,153,739 | QQQ, BND, VTI, IVV, SPY | 13F-HR | 09 Nov 2020, 13:26 |
| Q2 2020 | 3,429 | $57,352,074,000 | +$5,935,549,762 | -$2,512,376,091 | +$3,423,173,671 | BND, VTI, QQQ, IVV, SPY | 13F-HR | 13 Aug 2020, 16:10 |
| Q1 2020 | 3,192 | $46,379,549,000 | +$3,339,024,012 | -$2,101,428,316 | +$1,237,595,696 | BND, VTI, IVV, SPY, VCIT | 13F-HR | 14 May 2020, 14:44 |
| Q4 2019 | 3,321 | $54,881,631,000 | +$4,022,589,025 | -$1,050,192,160 | +$2,972,396,865 | VTI, BND, IVV, IJH, QQQ | 13F-HR | 14 Feb 2020, 15:29 |
| Q3 2019 | 3,277 | $49,045,051,000 | +$4,146,677,539 | -$2,246,643,691 | +$1,900,033,848 | VTI, BND, IVV, IJH, USMV | 13F-HR | 13 Nov 2019, 15:48 |
| Q2 2019 | 3,257 | $46,853,782,000 | +$3,309,786,467 | -$1,591,170,157 | +$1,718,616,310 | VTI, BND, IJH, IVV, SPY | 13F-HR | 09 Aug 2019, 13:02 |
| Q1 2019 | 3,165 | $43,961,439,000 | +$3,492,580,101 | -$1,207,001,698 | +$2,285,578,403 | VTI, BND, IJH, IVV, IEMG | 13F-HR | 08 May 2019, 11:50 |
| Q4 2018 | 3,052 | $37,544,464,000 | +$2,657,742,594 | -$1,588,248,144 | +$1,069,494,450 | VTI, IVV, BND, IJH, SPY | 13F-HR | 07 Feb 2019, 14:55 |
| Q3 2018 | 3,213 | $41,673,037,000 | +$2,986,671,076 | -$882,926,620 | +$2,103,744,456 | VTI, IJH, IVV, BND, QQQ | 13F-HR | 14 Nov 2018, 12:43 |
| Q2 2018 | 3,186 | $38,021,905,000 | +$4,531,504,709 | -$3,240,900,199 | +$1,290,604,510 | VTI, IJH, IVV, BND, QQQ | 13F-HR | 14 Aug 2018, 15:57 |
| Q1 2018 | 3,157 | $36,271,924,000 | +$4,767,163,866 | -$885,056,538 | +$3,882,107,328 | VTI, IJH, IVV, BND, SPY | 13F-HR | 15 May 2018, 17:07 |
| Q4 2017 | 2,998 | $32,805,846,000 | +$4,100,108,863 | -$622,268,403 | +$3,477,840,460 | VTI, BND, IJH, IVV, SPY | 13F-HR | 14 Feb 2018, 18:18 |
| Q3 2017 | 2,849 | $28,269,389,000 | +$1,976,111,555 | -$954,541,205 | +$1,021,570,350 | VTI, BND, IVV, IJH, SPY | 13F-HR | 14 Nov 2017, 12:11 |
| Q2 2017 | 2,788 | $26,352,421,000 | +$12,584,636,138 | -$1,231,846,157 | +$11,352,789,981 | VTI, BND, SPY, IVV, IJH | 13F-HR | 14 Aug 2017, 14:49 |
| Q1 2017 | 2,699 | $14,684,064,000 | +$2,226,563,871 | -$997,220,936 | +$1,229,342,935 | VTI, SPY, IWF, VCIT, IJR | 13F-HR | 15 May 2017, 13:00 |
| Q4 2016 | 2,678 | $13,148,339,000 | +$3,543,583,991 | -$1,151,004,437 | +$2,392,579,554 | VTI, SPY, IWF, MDY, IJR | 13F-HR | 13 Feb 2017, 15:51 |
| Q3 2016 | 2,629 | $10,524,501,000 | +$1,217,914,934 | -$2,567,133,772 | -$1,349,218,838 | SPY, MDY, VOO, PFF, VIG | 13F-HR | 16 Nov 2016, 09:34 |
| Q2 2016 | 2,617 | $11,841,652,000 | +$515,325,643 | -$25,742,469,009 | -$25,227,143,366 | VTI, SPY, IWF, MDY, VOO | 13F-HR | 15 Aug 2016, 12:14 |
| Q1 2016 | 3,100 | $35,930,841,000 | +$3,533,734,598 | -$4,002,543,733 | -$468,809,135 | VTI, BND, SPY, QQQ, AGG | 13F-HR | 16 May 2016, 13:33 |
| Q4 2015 | 3,160 | $36,054,885,000 | +$18,292,935,162 | -$278,281,569 | +$18,014,653,593 | VTI, QQQ, SPY, AGG, BND | 13F-HR | 12 Feb 2016, 11:33 |
| Q3 2015 | 2,786 | $18,155,909,000 | +$1,371,915,990 | -$1,922,496,938 | -$550,580,948 | VTI, QQQ, SPY, MDY, MBB | 13F-HR | 13 Nov 2015, 10:57 |
| Q2 2015 | 2,871 | $19,709,300,000 | +$1,685,540,580 | -$1,257,059,165 | +$428,481,415 | VTI, SPY, MDY, QQQ, IWF | 13F-HR | 14 Aug 2015, 11:55 |
| Q1 2015 | 2,780 | $19,576,978,000 | +$2,445,267,720 | -$1,362,375,013 | +$1,082,892,707 | VTI, SPY, QQQ, MDY, IWM | 13F-HR | 14 May 2015, 11:10 |
| Q4 2014 | 2,722 | $18,268,151,000 | +$2,125,732,063 | -$1,142,767,777 | +$982,964,286 | SPY, VTI, QQQ, MDY, IWF | 13F-HR | 13 Feb 2015, 15:26 |
| Q3 2014 | 2,696 | $16,763,587,000 | +$1,597,694,182 | -$1,480,507,511 | +$117,186,671 | VTI, SPY, QQQ, MDY, PKW | 13F-HR | 10 Nov 2014, 12:37 |
| Q2 2014 | 2,677 | $17,166,593,000 | +$1,694,858,528 | -$1,238,790,436 | +$456,068,092 | MDY, VTI, SPY, QQQ, PKW | Restatement | 05 Aug 2014, 12:34 |
| Q1 2014 | 2,636 | $16,270,298,000 | +$1,453,905,051 | -$1,392,829,234 | +$61,075,817 | VTI, MDY, QQQ, SPY, PKW | 13F-HR | 12 May 2014, 16:06 |
| Q4 2013 | 2,644 | $16,015,166,000 | $0 | $0 | $0 | MDY, VTI, QQQ, SPY, EFA | 13F-HR | 13 Feb 2014, 13:50 |