Home/Smart Money/LPL Financial LLC
§ 13F · FUND PROFILE

LPL Financial LLC.

Wealth platform, independent advisors
AUM · $299808.0T (13F)Positions · 5548Turnover · 98% · Q4Filed · Feb 11, 2026
BIG MOVE · Q4
Technology cut 0pp. Semiconductors lifted 0pp.
CONCENTRATION
15%
Top 10 holdings
NEW BUYS
+311
+$10266.0T deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → SEMICONDUCTORS
-0pp · +0pp
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 11, 2026
#TickerNameShares$ value% portΔ Q4
1IVVISHARES TR10.48M$7179.9T2.0%NEW
2SPYSPDR S&P 500 ETF TR10.17M$6935.6T1.9%+2%
3QQQINVESCO QQQ TR10.73M$6591.1T1.8%
4AAPLAPPLE INC23.61M$6417.6T1.8%+3%
5NVDANVIDIA CORPORATION33.16M$6183.6T1.7%+1%
6MSFTMICROSOFT CORP10.01M$4840.1T1.3%+5%
7VTIVANGUARD INDEX FDS14.08M$4720.5T1.3%+2%
8SPYGSPDR SERIES TRUST40.22M$4291.2T1.2%+3%
9VOOVANGUARD INDEX FDS6.81M$4273.4T1.2%+7%
10SPYMSPDR SERIES TRUST51.51M$4132.2T1.1%+6%
§ 02 · SECTOR ALLOCATION

Where the money is

Other12.1% (±0)
Technology4.7% (±0)
Semiconductors3.3% (±0)
Media2.2% (±0)
Retail2.2% (±0)
Financial Services1.6% (±0)
§ 03 · THE LPL SIGNAL

AC read

LPL Financial LLC is a Other fund managing $299807977.4 trillion in assets. The fund runs a massive portfolio of 5,548 positions, broad diversification across holdings. Trading activity is aggressive at 98% quarterly turnover, with 311 new positions and 0 exits last quarter. Top sector allocations: Other (12%), Technology (5%), Semiconductors (3%).

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Busy quarter
+311 buys · 0 exits · 5468 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed