2026-Q1 · 5,754 positions · $376.2B reported · filed 2026-05-06
PORT replays the filed quarters against SPY — return, risk, attribution and what changed since the previous book.
Top holdings · as reported for 2026-Q1
| Ticker | Name | Sector | Weight |
|---|---|---|---|
| IVV | ISHARES TR | — | 2.0% |
| SPY | STATE STR SPDR S&P 500 ETF T | — | 1.7% |
| QQQ | INVESCO QQQ TR | — | 1.6% |
| AAPL | APPLE INC | Information Technology | 1.6% |
| NVDA | NVIDIA CORPORATION | Information Technology | 1.6% |
| SPYM | SPDR SERIES TRUST | — | 1.2% |
| IEFA | ISHARES TR | — | 1.1% |
| SPYG | SPDR SERIES TRUST STATE STREET SPD | — | 1.0% |
| MSFT | MICROSOFT CORP | Information Technology | 1.0% |
| VOO | VANGUARD INDEX FDS | — | 1.0% |
10 of 5,754 reported positions.
Versus 2025-Q4: 311 new · 2,865 added · 1,789 trimmed · 789 held · 194 exited
Sector mix: Information Technology 7.5% · Financials 3.1% · Industrials 2.8% of the book · The five largest positions are 8.5% of the book.
PORT — LPL Financial LLC · 13F 2026-Q1
LPL Financial LLC's filed 13F book, analyzed: return vs SPY, risk, attribution, what changed.
Pick a source — a fund manager's filed 13F, an ETF's holdings, or a saved portfolio — and every tab fills in. Or try an example:
Hypothetical, modeled with hindsight — not real results, and no guide to future results. See the Disclaimer.