LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

Top Portfolio Positions

3,278 positions · $113,265,928,518 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	5.85%
QQQ	Invesco Qqq Trust, Series 1	10,614,231	$6,126,321,848	5.41%
AAPL	Apple Inc. Technology	23,746,504	$6,026,625,250	5.32%
NVDA	Nvidia Corp Technology	33,530,760	$5,847,764,544	5.16%
MSFT	Microsoft Corp Technology	10,358,397	$3,834,367,817	3.39%
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	2.26%
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	$4,587,055	127,880	-1.5%	Shares	Sole	2026-05-06
2025-12-31	$4,552,857	129,785	-7.6%	Shares	Sole	2026-02-11
2025-09-30	$5,055,082	140,497	-30.9%	Shares	Sole	2025-11-12
2025-06-30	$7,201,275	203,311	-3.3%	Shares	Sole	2025-08-12
2025-03-31	$7,173,060	210,292	+13.2%	Shares	Sole	2025-05-07
2024-12-31	$6,630,238	185,773	+66.8%	Shares	Sole	2025-02-11
2024-09-30	$3,693,029	111,370	+25.3%	Shares	Sole	2024-11-08
2024-06-30	$2,489,584	88,882	+7.2%	Shares	Sole	2024-08-07
2024-03-31	$2,452,891	82,924	+5.2%	Shares	Sole	2024-05-10
2023-12-31	$2,370,875	78,819	+8.8%	Shares	Sole	2024-02-14
2023-09-30	$1,902,090	72,433	+11.5%	Shares	Sole	2023-11-13
2023-06-30	$1,742,870	64,984	+24.7%	Shares	Sole	2023-07-31
2023-03-31	$1,591,928	52,126	+5.4%	Shares	Sole	2023-05-10
2022-12-31	$1,647,445	49,458	+0.3%	Shares	Sole	2023-02-07
2022-09-30	$1,555,623	49,291	+5.0%	Shares	Sole	2022-11-14
2022-06-30	$1,743,736	46,963	-44.8%	Shares	Sole	2022-08-12
2022-03-31	$3,421,100	85,102	+100.3%	Shares	Sole	2022-05-16
2021-12-31	$1,979,376	42,485	+1.5%	Shares	Sole	2022-02-14
2021-09-30	$1,779,419	41,849	-7.1%	Shares	Sole	2021-11-15
2021-06-30	$1,691,139	45,049	-0.6%	Shares	Sole	2021-08-13
2021-03-31	$1,742,254	45,324	-3.6%	Shares	Sole	2021-05-14
2020-12-31	$1,427,664	47,040	-6.9%	Shares	Sole	2021-02-12
2020-09-30	$1,083,286	50,550	+6.0%	Shares	Sole	2020-11-09
2020-06-30	$1,094,967	47,711	+12.0%	Shares	Sole	2020-08-13
2020-03-31	$781,082	42,589	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.