LPL Financial LLC
Top Portfolio Positions
3,265 positions ·
$113,459,383,224 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
24 quarters · across all stocks
Holdings in BRK-B
Shares Held
Position Value (USD)
36 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,633,457,665 | 3,408,718 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $1,533,440 | 3,200 | Put | Sole | 2026-05-06 | |
| 2025-09-30 | $1,654,367,523 | 3,290,702 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $2,614,248 | 5,200 | Put | Sole | 2025-11-12 | |
| 2025-06-30 | $1,545,881,901 | 3,182,333 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $2,477,427 | 5,100 | Put | Sole | 2025-08-12 | |
| 2025-03-31 | $1,757,514 | 3,300 | Put | Sole | 2025-05-07 | |
| 2025-03-31 | $1,567,591,178 | 2,943,391 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,212,560,262 | 2,675,080 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $1,405,168 | 3,100 | Put | Sole | 2025-02-11 | |
| 2024-09-30 | $1,147,888,440 | 2,494,000 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $1,564,884 | 3,400 | Put | Sole | 2024-11-08 | |
| 2024-06-30 | $928,800,878 | 2,283,188 | Shares | Sole | 2024-08-07 | |
| 2024-06-30 | $1,342,440 | 3,300 | Put | Sole | 2024-08-07 | |
| 2024-03-31 | $892,844,279 | 2,123,191 | Shares | Sole | 2024-05-10 | |
| 2024-03-31 | $4,205 | 10 | Put | Sole | 2024-05-10 | |
| 2023-12-31 | $392,326 | 1,100 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $718,447,344 | 2,014,376 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $385,330 | 1,100 | Put | Sole | 2023-11-13 | |
| 2023-09-30 | $683,628,315 | 1,951,551 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $306,900 | 900 | Put | Sole | 2023-07-31 | |
| 2023-06-30 | $625,039,360 | 1,832,960 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $534,271,832 | 1,730,323 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $506,685,272 | 1,640,289 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $428,697,405 | 1,605,488 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $273,020 | 1,000 | Put | Sole | 2022-08-12 | |
| 2022-06-30 | $440,191,238 | 1,612,304 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $540,857,514 | 1,532,565 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $400,545,782 | 1,339,618 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $344,960,404 | 1,263,869 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $335,185,971 | 1,206,052 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $303,720,618 | 1,188,870 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $258,536,441 | 1,115,006 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $209,407,538 | 983,411 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $175,295,391 | 981,992 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $170,322,599 | 931,590 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||