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	$8,223,469	764,263	+0.4%	Shares	Sole	2026-05-06
2025-12-31	$8,627,896	761,509	+8.3%	Shares	Sole	2026-02-11
2025-09-30	$8,542,494	703,086	+5.6%	Shares	Sole	2025-11-12
2025-06-30	$8,334,313	665,680	+7.5%	Shares	Sole	2025-08-12
2025-03-31	$7,691,420	619,277	+27.3%	Shares	Sole	2025-05-07
2024-12-31	$6,254,126	486,324	+19.3%	Shares	Sole	2025-02-11
2024-09-30	$5,276,297	407,751	+38.2%	Shares	Sole	2024-11-08
2024-06-30	$3,764,276	295,006	+16.3%	Shares	Sole	2024-08-07
2024-03-31	$3,291,702	253,598	+11.9%	Shares	Sole	2024-05-10
2023-12-31	$2,806,508	226,697	+18.7%	Shares	Sole	2024-02-14
2023-09-30	$2,303,098	190,970	+159.6%	Shares	Sole	2023-11-13
2023-06-30	$857,767	73,565	+58.4%	Shares	Sole	2023-07-31
2023-03-31	$520,569	46,438	+96.3%	Shares	Sole	2023-05-10
2022-12-31	$258,752	23,652	-7.8%	Shares	Sole	2023-02-07
2022-09-30	$278,613	25,655	+0.8%	Shares	Sole	2022-11-14
2022-06-30	$280,591	25,462	-60.6%	Shares	Sole	2022-08-12
2022-03-31	$823,101	64,557	+6.8%	Shares	Sole	2022-05-16
2021-12-31	$845,415	60,430	-0.6%	Shares	Sole	2022-02-14
2021-09-30	$807,158	60,780	+1.3%	Shares	Sole	2021-11-15
2021-06-30	$771,304	59,977	-1.3%	Shares	Sole	2021-08-13
2021-03-31	$760,082	60,758	-4.2%	Shares	Sole	2021-05-14
2020-12-31	$747,934	63,438	-2.5%	Shares	Sole	2021-02-12
2020-09-30	$730,320	65,033	-2.3%	Shares	Sole	2020-11-09
2020-06-30	$730,675	66,546	-8.8%	Shares	Sole	2020-08-13
2020-03-31	$715,894	72,976	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.