LPL Financial LLC
Top Portfolio Positions
3,274 positions ·
$113,470,930,472 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
10,181,667 | $6,621,545,316 | 5.84% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,614,231 | $6,126,321,848 | 5.40% | |
| AAPL |
Apple Inc.
Technology
|
23,746,504 | $6,026,625,250 | 5.31% | |
| NVDA |
Nvidia Corp
Technology
|
33,530,760 | $5,847,764,544 | 5.15% | |
| MSFT |
Microsoft Corp
Technology
|
10,358,397 | $3,834,367,817 | 3.38% | |
| 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 | 2.25% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CRSP
Shares Held
Position Value (USD)
28 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,232,637 | 152,042 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,958,377 | 170,831 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $375,898 | 5,800 | Call | Sole | 2025-11-12 | |
| 2025-09-30 | $13,678,863 | 211,061 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,464,322 | 194,579 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $321,024 | 6,600 | Call | Sole | 2025-08-12 | |
| 2025-03-31 | $6,311,135 | 185,458 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $221,195 | 6,500 | Call | Sole | 2025-05-07 | |
| 2024-12-31 | $5,893,215 | 149,726 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,050,068 | 107,494 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,270,074 | 116,091 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,219,507 | 105,920 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,788,058 | 92,461 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,121,366 | 90,799 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,094,873 | 90,753 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,695,878 | 81,713 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,166,025 | 77,885 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,107,690 | 78,159 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,376,594 | 72,019 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,103,400 | 65,372 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,950,562 | 52,132 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,202,936 | 55,418 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,034,600 | 49,630 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,642,386 | 46,306 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,655,614 | 56,532 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,068,918 | 36,692 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,213,034 | 57,328 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $941,374 | 22,197 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||