LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

Top Portfolio Positions

3,274 positions · $113,470,930,472 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	10,181,667	$6,621,545,316	5.84%
QQQ	Invesco Qqq Trust, Series 1	10,614,231	$6,126,321,848	5.40%
AAPL	Apple Inc. Technology	23,746,504	$6,026,625,250	5.31%
NVDA	Nvidia Corp Technology	33,530,760	$5,847,764,544	5.15%
MSFT	Microsoft Corp Technology	10,358,397	$3,834,367,817	3.38%
AMZN	Amazon Com Inc Consumer Cyclical	16,810,256	$3,501,072,017	3.09%
GOOGL	Alphabet Inc. Communication Services	8,894,179	$2,557,610,113	2.25%
AVGO	Broadcom Inc. Technology	6,655,594	$2,059,972,898	1.82%
GLD	Spdr Gold Trust	4,735,901	$2,037,810,841	1.80%
META	Meta Platforms, Inc. Communication Services	3,112,517	$1,780,764,351	1.57%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,863,490	265,138	+4.8%	Shares	Sole	2026-05-06
2025-12-31	$2,949,851	252,989	+42.5%	Shares	Sole	2026-02-11
2025-09-30	$2,364,126	177,487	-9.5%	Shares	Sole	2025-11-12
2025-06-30	$2,165,484	196,149	+10.7%	Shares	Sole	2025-08-12
2025-03-31	$1,765,449	177,254	+5.4%	Shares	Sole	2025-05-07
2024-12-31	$1,647,399	168,102	+0.9%	Shares	Sole	2025-02-11
2024-09-30	$1,769,515	166,621	-16.4%	Shares	Sole	2024-11-08
2024-06-30	$1,945,929	199,378	+4.1%	Shares	Sole	2024-08-07
2024-03-31	$1,859,397	191,493	-22.9%	Shares	Sole	2024-05-10
2023-12-31	$2,319,757	248,368	-34.0%	Shares	Sole	2024-02-14
2023-09-30	$3,256,618	376,053	-3.0%	Shares	Sole	2023-11-13
2023-06-30	$3,697,637	387,593	-3.2%	Shares	Sole	2023-07-31
2023-03-31	$3,736,767	400,511	+1822.8%	Shares	Sole	2023-05-10
2022-12-31	$197,051	20,830	+7.3%	Shares	Sole	2023-02-07
2022-09-30	$164,014	19,410	-4.8%	Shares	Sole	2022-11-14
2022-06-30	$190,969	20,381	0.0%	Shares	Sole	2022-08-12
2022-03-31	$228,267	20,381	-5.3%	Shares	Sole	2022-05-16
2021-12-31	$260,128	21,516	-4.4%	Shares	Sole	2022-02-14
2021-09-30	$261,461	22,501	+6.0%	Shares	Sole	2021-11-15
2021-06-30	$254,652	21,221	+0.7%	Shares	Sole	2021-08-13
2021-03-31	$234,730	21,071	-3.7%	Shares	Sole	2021-05-14
2020-12-31	$228,333	21,871	+24.6%	Shares	Sole	2021-02-12
2020-09-30	$161,644	17,551	+24.5%	Shares	Sole	2020-11-09
2020-06-30	$125,868	14,095	+5.0%	Shares	Sole	2020-08-13
2020-03-31	$98,568	13,429	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.