LPL Financial LLC

CIK
0001403438
City
FORT MILL
State / Country
SC

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%

Portfolio Trend

40 quarters · across all stocks

Holdings in APPS

Export CSV

Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $312,290 62,458
2025-09-30 $377,721 59,019
2025-06-30 $290,527 49,242
2025-03-31 $753,488 277,018
2024-12-31 $29,694 17,571
2024-09-30 $61,461 20,020
2024-06-30 $48,113 28,984
2024-03-31 $107,105 40,880
2023-12-31 $323,071 47,095
2023-09-30 $362,171 59,863
2023-06-30 $704,342 75,899
2023-03-31 $1,174,657 95,037
2022-12-31 $2,072,624 135,999
2022-09-30 $2,328,641 161,599
2022-06-30 $2,567,635 146,974
2022-03-31 $6,547,404 149,450
2021-12-31 $7,506,832 123,083
2021-09-30 $4,504,431 65,519
2021-06-30 $5,035,162 66,226
2021-03-31 $4,895,209 60,916
2020-12-31 $2,693,726 47,626
2020-09-30 $3,021,083 92,275
2020-06-30 $478,753 38,087
2020-03-31 $54,629 12,675