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	$2,210,987	37,698	+20.7%	Shares	Sole	2026-05-06
2025-12-31	$1,793,678	31,227	-4.8%	Shares	Sole	2026-02-11
2025-09-30	$1,924,388	32,817	+10.7%	Shares	Sole	2025-11-12
2025-06-30	$1,686,422	29,654	+6.3%	Shares	Sole	2025-08-12
2025-03-31	$1,586,052	27,894	+19.0%	Shares	Sole	2025-05-07
2024-12-31	$1,445,224	23,431	+0.2%	Shares	Sole	2025-02-11
2024-09-30	$1,357,676	23,380	-14.3%	Shares	Sole	2024-11-08
2024-06-30	$1,288,172	27,286	+1.7%	Shares	Sole	2024-08-07
2024-03-31	$1,289,125	26,840	+45.1%	Shares	Sole	2024-05-10
2023-12-31	$964,139	18,502	-0.6%	Shares	Sole	2024-02-14
2023-09-30	$785,696	18,614	+0.5%	Shares	Sole	2023-11-13
2023-06-30	$868,076	18,517	+1.0%	Shares	Sole	2023-07-31
2023-03-31	$962,194	18,331	+8.5%	Shares	Sole	2023-05-10
2022-12-31	$1,063,666	16,897	-3.3%	Shares	Sole	2023-02-07
2022-09-30	$1,050,198	17,480	+0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,106,071	17,479	+31.6%	Shares	Sole	2022-08-12
2022-03-31	$931,592	13,280	-5.1%	Shares	Sole	2022-05-16
2021-12-31	$1,042,645	13,999	-0.6%	Shares	Sole	2022-02-14
2021-09-30	$963,969	14,089	-6.8%	Shares	Sole	2021-11-15
2021-06-30	$1,143,752	15,119	-43.6%	Shares	Sole	2021-08-13
2021-03-31	$2,057,937	26,824	+8.7%	Shares	Sole	2021-05-14
2020-12-31	$1,537,623	24,677	+4.4%	Shares	Sole	2021-02-12
2020-09-30	$1,286,835	23,629	+3.9%	Shares	Sole	2020-11-09
2020-06-30	$1,296,178	22,732	+0.2%	Shares	Sole	2020-08-13
2020-03-31	$1,334,230	22,691	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.