LPL Financial LLC
CIK
1403438
City
FORT MILL
State / Country
SC
Top Portfolio Positions
3,251 positions ·
$111,798,603,650 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% |
Portfolio Trend
Holdings in CIK
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,194,526 | 1,247,862 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,980,791 | 1,406,640 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,356,892 | 1,486,994 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,296,238 | 1,451,432 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,994,065 | 1,377,264 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,695,394 | 1,624,704 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,613,697 | 1,493,106 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,576,434 | 1,540,887 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,437,537 | 1,504,250 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,450,784 | 1,421,976 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,485,808 | 1,345,872 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,162,828 | 1,415,928 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,495,397 | 1,360,077 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,293,204 | 1,306,827 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,573,177 | 1,348,369 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,654,427 | 1,338,618 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,046,288 | 1,326,652 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,381,482 | 1,277,400 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,443,827 | 1,280,642 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,447,759 | 1,263,568 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,242,461 | 1,255,166 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,777,990 | 1,199,362 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,324,775 | 1,130,876 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,948,271 | 1,087,923 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,514,411 | 1,052,055 | Shares | Sole | 2020-05-14 | |
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