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

41 quarters · across all stocks

Holdings in D

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $81,104,625 1,311,948
2025-12-31 $71,188,314 1,215,025
2025-09-30 $72,230,147 1,180,810
2025-06-30 $58,278,789 1,031,118
2025-03-31 $53,239,866 949,525
2024-12-31 $42,618,987 791,292
2024-09-30 $61,721,106 1,068,024
2024-06-30 $65,839,683 1,343,667
2024-03-31 $64,942,113 1,320,230
2023-12-31 $57,617,206 1,225,898
2023-09-30 $59,373,711 1,329,163
2023-06-30 $66,742,187 1,288,708
2023-03-31 $65,674,010 1,174,638
2022-12-31 $64,517,899 1,052,151
2022-09-30 $66,370,825 960,365
2022-06-30 $68,062,845 852,811
2022-03-31 $62,808,209 739,181
2021-12-31 $50,529,242 643,193
2021-09-30 $42,362,406 580,148
2021-06-30 $35,810,638 486,756
2021-03-31 $36,808,392 484,576
2020-12-31 $35,455,145 471,478
2020-09-30 $37,157,955 470,771
2020-06-30 $50,366,913 620,435
2020-03-31 $41,930,334 580,833