LPL Financial LLC

CIK

0001403438

City

FORT MILL

State / Country

Stock

Top Portfolio Positions

2,779 positions · $110,333,919,489 total · as of Dec 31, 2025

Ticker	Company	Shares	Value (USD)	% of Portfolio
SPY	Spdr S&P 500 Etf Trust	10,364,761	$7,067,937,821	6.41%
QQQ	Invesco Qqq Trust, Series 1	10,772,687	$6,617,769,350	6.00%
AAPL	Apple Inc. Technology	23,662,389	$6,432,857,073	5.83%
NVDA	Nvidia Corp Technology	33,202,518	$6,192,269,607	5.61%
MSFT	Microsoft Corp Technology	10,028,120	$4,849,799,394	4.40%
AMZN	Amazon Com Inc Consumer Cyclical	16,524,079	$3,814,087,914	3.46%
GOOGL	Alphabet Inc. Communication Services	8,707,571	$2,725,469,723	2.47%
AVGO	Broadcom Inc. Technology	6,347,628	$2,196,914,050	1.99%
META	Meta Platforms, Inc. Communication Services	3,056,169	$2,017,346,595	1.83%
GLD	Spdr Gold Trust	4,810,571	$1,906,477,393	1.73%

40 quarters · across all stocks

24 of 24 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$9,145,700	43,682	+16.1%	Shares	Sole	2026-02-11
2025-09-30	$6,399,645	37,614	+10.2%	Shares	Sole	2025-11-12
2025-06-30	$4,524,080	34,144	+11.0%	Shares	Sole	2025-08-12
2025-03-31	$2,930,687	30,749	+14.6%	Shares	Sole	2025-05-07
2024-12-31	$3,103,277	26,838	+16.3%	Shares	Sole	2025-02-11
2024-09-30	$2,428,518	23,076	-9.0%	Shares	Sole	2024-11-08
2024-06-30	$2,758,262	25,361	-0.0%	Shares	Sole	2024-08-07
2024-03-31	$2,586,722	25,365	+2.1%	Shares	Sole	2024-05-10
2023-12-31	$2,705,790	24,842	+3.6%	Shares	Sole	2024-02-14
2023-09-30	$2,472,920	23,981	-0.1%	Shares	Sole	2023-11-13
2023-06-30	$2,675,022	24,002	+1.5%	Shares	Sole	2023-07-31
2023-03-31	$2,317,602	23,649	-5.9%	Shares	Sole	2023-05-10
2022-12-31	$2,155,737	25,131	+4.0%	Shares	Sole	2023-02-07
2022-09-30	$1,870,844	24,168	+1.7%	Shares	Sole	2022-11-14
2022-06-30	$1,734,077	23,761	+3.8%	Shares	Sole	2022-08-12
2022-03-31	$1,970,112	22,887	+4.1%	Shares	Sole	2022-05-16
2021-12-31	$2,001,863	21,984	-1.1%	Shares	Sole	2022-02-14
2021-09-30	$1,950,156	22,224	+8.6%	Shares	Sole	2021-11-15
2021-06-30	$2,306,272	20,462	+0.1%	Shares	Sole	2021-08-13
2021-03-31	$2,231,434	20,440	-2.2%	Shares	Sole	2021-05-14
2020-12-31	$2,026,673	20,900	-1.7%	Shares	Sole	2021-02-12
2020-09-30	$1,338,859	21,272	+0.6%	Shares	Sole	2020-11-09
2020-06-30	$1,433,758	21,150	-2.9%	Shares	Sole	2020-08-13
2020-03-31	$1,056,306	21,784	—	Shares	Sole	2020-05-14
No quarters match your search.