LPL Financial LLC
Annual return
—
SPY
—
Alpha
—
Invested
$376.6B
Holdings
5,767
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
2.0%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
1.8%
03
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
1.6%
04
$AAPL
APPLE INC
Held since at least Q1 2024
1.6%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (129.5k shares)
1.6%
06
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
1.2%
07
$IEFA
ISHARES TR
Held since at least Q1 2024
1.1%
08
$SPYG
SPDR SERIES TRUST
Held since at least Q1 2024
1.0%
09
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
1.0%
10
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 05:48 UTC.