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 CWH
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $416,124 | 60,926 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $395,699 | 40,668 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $655,727 | 41,528 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $737,811 | 42,921 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $668,005 | 41,337 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,095,295 | 51,959 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,351,960 | 55,820 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,070,331 | 59,929 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,766,776 | 63,439 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,970,156 | 75,025 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,736,952 | 85,103 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,013,534 | 133,340 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,791,258 | 133,745 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,498,567 | 111,943 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,064,238 | 81,526 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,134,624 | 98,871 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,904,205 | 68,129 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,628,464 | 65,061 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,028,353 | 52,183 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,995,680 | 48,687 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,423,731 | 39,135 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $555,724 | 21,333 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $371,696 | 12,494 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $243,489 | 8,965 | Shares | Sole | 2020-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||