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Kirk Evangeliou

Lpl Financial Llc

Assets Managed
$376.56B
Holdings
5773
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
2.84%(2Q avg: 4.78%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Lpl Financial Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 5773 positions.

Assets under management

The assets under management (AUM) of Lpl Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 376.56B in assets, with a quarterly growth rate of 2.84% and a 2-quarter average growth rate of 4.78%. The portfolio is managed by Kirk Evangeliou, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 10.54%
2.01%
$7.569B
11.587M shares@ $653.21 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.76%
1.76%
$6.622B
10.182M shares@ $650.35 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.47%
1.63%
$6.126B
10.614M shares@ $577.18 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.36%
1.61%
$6.027B
23.747M shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.99%
1.56%
$5.848B
33.531M shares@ $174.4 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 13.88%
1.2%
$4.49B
58.661M shares@ $76.54 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 12.85%
1.11%
$4.167B
46.03M shares@ $90.53 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -0.97%
1.04%
$3.9B
39.83M shares@ $97.91 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.3%
1.02%
$3.834B
10.358M shares@ $370.17 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -6.02%
1.02%
$3.827B
6.405M shares@ $597.55 avg price

1-10 of 5773