LPL Financial LLC
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 DD
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,755,140 | 453,169 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,750,239 | 391,797 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,621,667 | 325,877 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,039,947 | 314,995 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,002,726 | 320,119 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,059,753 | 283,971 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,660,794 | 285,931 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,636,402 | 256,442 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,143,010 | 285,011 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,517,957 | 264,629 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,613,141 | 243,939 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,222,580 | 241,629 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,432,341 | 247,503 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,856,486 | 238,773 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,266,112 | 249,722 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,596,410 | 240,652 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,311,940 | 237,504 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,450,222 | 220,426 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,217,308 | 183,400 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,096,554 | 157,354 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,401,058 | 167,036 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,672,993 | 190,669 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,060,222 | 131,830 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,994,238 | 134,693 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,323,939 | 162,880 | Shares | Sole | 2020-05-14 | |
| No quarters match your search. | ||||||