LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

Top Portfolio Positions

3,263 positions · $111,823,892,245 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	5.92%
QQQ	Invesco Qqq Trust, Series 1	10,614,231	$6,126,321,848	5.48%
AAPL	Apple Inc. Technology	23,746,504	$6,026,625,250	5.39%
NVDA	Nvidia Corp Technology	33,530,760	$5,847,764,544	5.23%
MSFT	Microsoft Corp Technology	10,358,397	$3,834,367,817	3.43%
AMZN	Amazon Com Inc Consumer Cyclical	16,810,256	$3,501,072,017	3.13%
GOOGL	Alphabet Inc. Communication Services	8,894,179	$2,557,610,113	2.29%
AVGO	Broadcom Inc. Technology	6,655,594	$2,059,972,898	1.84%
GLD	Spdr Gold Trust	4,735,901	$2,037,810,841	1.82%
META	Meta Platforms, Inc. Communication Services	3,112,517	$1,780,764,351	1.59%

25 quarters · across all stocks

Compact Export CSV

24 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,662,806	171,560	+16.2%	Shares	Sole	2026-05-06
2025-12-31	$3,079,540	147,629	-0.6%	Shares	Sole	2026-02-11
2025-09-30	$3,124,524	148,504	+25.4%	Shares	Sole	2025-11-12
2025-06-30	$2,388,846	118,465	-6.8%	Shares	Sole	2025-08-12
2025-03-31	$2,707,342	127,165	-18.8%	Shares	Sole	2025-05-07
2024-12-31	$3,808,180	156,683	-3.6%	Shares	Sole	2025-02-11
2024-09-30	$4,128,490	162,539	+20.3%	Shares	Sole	2024-11-08
2024-06-30	$3,031,105	135,076	+6.3%	Shares	Sole	2024-08-07
2023-12-31	$2,513,167	127,056	-4.1%	Shares	Sole	2024-02-14
2023-09-30	$2,468,588	132,435	-1.4%	Shares	Sole	2023-11-13
2023-06-30	$2,921,355	134,377	-8.7%	Shares	Sole	2023-07-31
2023-03-31	$3,134,784	147,173	+0.5%	Shares	Sole	2023-05-10
2022-12-31	$3,000,617	146,443	-2.6%	Shares	Sole	2023-02-07
2022-09-30	$3,013,032	150,426	+9.4%	Shares	Sole	2022-11-14
2022-06-30	$2,948,793	137,537	+21.5%	Shares	Sole	2022-08-12
2022-03-31	$2,902,861	113,172	-1.1%	Shares	Sole	2022-05-16
2021-12-31	$3,604,250	114,457	+5.5%	Shares	Sole	2022-02-14
2021-09-30	$3,298,663	108,473	+14.0%	Shares	Sole	2021-11-15
2021-06-30	$2,966,760	95,180	+15.1%	Shares	Sole	2021-08-13
2021-03-31	$2,645,385	82,720	+21.2%	Shares	Sole	2021-05-14
2020-12-31	$1,922,658	68,252	+11.6%	Shares	Sole	2021-02-12
2020-09-30	$1,399,478	61,166	+2.9%	Shares	Sole	2020-11-09
2020-06-30	$1,254,774	59,468	+4.1%	Shares	Sole	2020-08-13
2020-03-31	$952,423	57,134	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.