LPL Financial LLC

CIK

0001403438

City

FORT MILL

State / Country

Stock

Top Portfolio Positions

2,779 positions · $110,333,919,489 total · as of Dec 31, 2025

Ticker	Company	Shares	Value (USD)	% of Portfolio
SPY	Spdr S&P 500 Etf Trust	10,364,761	$7,067,937,821	6.41%
QQQ	Invesco Qqq Trust, Series 1	10,772,687	$6,617,769,350	6.00%
AAPL	Apple Inc. Technology	23,662,389	$6,432,857,073	5.83%
NVDA	Nvidia Corp Technology	33,202,518	$6,192,269,607	5.61%
MSFT	Microsoft Corp Technology	10,028,120	$4,849,799,394	4.40%
AMZN	Amazon Com Inc Consumer Cyclical	16,524,079	$3,814,087,914	3.46%
GOOGL	Alphabet Inc. Communication Services	8,707,571	$2,725,469,723	2.47%
AVGO	Broadcom Inc. Technology	6,347,628	$2,196,914,050	1.99%
META	Meta Platforms, Inc. Communication Services	3,056,169	$2,017,346,595	1.83%
GLD	Spdr Gold Trust	4,810,571	$1,906,477,393	1.73%

40 quarters · across all stocks

24 of 24 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$348,570	17,748	-14.1%	Shares	Sole	2026-02-11
2025-09-30	$396,499	20,651	-0.2%	Shares	Sole	2025-11-12
2025-06-30	$415,561	20,685	-15.1%	Shares	Sole	2025-08-12
2025-03-31	$226,239	24,353	-8.0%	Shares	Sole	2025-05-07
2024-12-31	$297,922	26,482	-1.0%	Shares	Sole	2025-02-11
2024-09-30	$321,474	26,745	-17.1%	Shares	Sole	2024-11-08
2024-06-30	$333,132	32,249	+41.0%	Shares	Sole	2024-08-07
2024-03-31	$360,052	22,875	-49.4%	Shares	Sole	2024-05-10
2023-12-31	$1,144,767	45,212	-25.4%	Shares	Sole	2024-02-14
2023-09-30	$1,692,875	60,568	-4.0%	Shares	Sole	2023-11-13
2023-06-30	$2,144,754	63,081	-10.9%	Shares	Sole	2023-07-31
2023-03-31	$2,427,354	70,789	+12.8%	Shares	Sole	2023-05-10
2022-12-31	$2,573,201	62,761	+13.1%	Shares	Sole	2023-02-07
2022-09-30	$2,137,914	55,487	+11.4%	Shares	Sole	2022-11-14
2022-06-30	$1,763,059	49,818	-8.2%	Shares	Sole	2022-08-12
2022-03-31	$3,408,178	54,279	+11.5%	Shares	Sole	2022-05-16
2021-12-31	$2,487,698	48,702	+3.2%	Shares	Sole	2022-02-14
2021-09-30	$3,039,486	47,197	-3.3%	Shares	Sole	2021-11-15
2021-06-30	$2,892,302	48,807	+31.6%	Shares	Sole	2021-08-13
2021-03-31	$2,326,974	37,101	-53.9%	Shares	Sole	2021-05-14
2020-12-31	$4,970,681	80,536	+98.5%	Shares	Sole	2021-02-12
2020-09-30	$2,407,948	40,572	+5.1%	Shares	Sole	2020-11-09
2020-06-30	$1,882,286	38,611	+50.4%	Shares	Sole	2020-08-13
2020-03-31	$987,909	25,680	—	Shares	Sole	2020-05-14
No quarters match your search.