LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

Top Portfolio Positions

3,263 positions · $111,823,892,245 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%

41 quarters · across all stocks

Compact Export CSV

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,404,686	575,691	+0.3%	Shares	Sole	2026-05-06
2025-12-31	$1,423,110	573,835	+12.0%	Shares	Sole	2026-02-11
2025-09-30	$1,327,157	512,416	+45.2%	Shares	Sole	2025-11-12
2025-06-30	$917,716	352,968	+7.6%	Shares	Sole	2025-08-12
2025-03-31	$836,713	328,123	-3.4%	Shares	Sole	2025-05-07
2024-12-31	$865,735	339,504	+30.0%	Shares	Sole	2025-02-11
2024-09-30	$702,654	261,210	+14.2%	Shares	Sole	2024-11-08
2024-06-30	$551,198	228,713	-2.6%	Shares	Sole	2024-08-07
2024-03-31	$568,232	234,807	-17.6%	Shares	Sole	2024-05-10
2023-12-31	$652,439	284,908	-4.2%	Shares	Sole	2024-02-14
2023-09-30	$636,572	297,464	-0.2%	Shares	Sole	2023-11-13
2023-06-30	$661,564	298,002	-4.7%	Shares	Sole	2023-07-31
2023-03-31	$678,758	312,792	-3.4%	Shares	Sole	2023-05-10
2022-12-31	$699,608	323,893	-2.5%	Shares	Sole	2023-02-07
2022-09-30	$700,745	332,107	-14.6%	Shares	Sole	2022-11-14
2022-06-30	$883,166	389,060	-5.8%	Shares	Sole	2022-08-12
2022-03-31	$1,148,637	413,179	+70.3%	Shares	Sole	2022-05-16
2021-12-31	$742,261	242,569	+9.5%	Shares	Sole	2022-02-14
2021-09-30	$715,215	221,429	+71.6%	Shares	Sole	2021-11-15
2021-06-30	$471,025	129,048	+2.1%	Shares	Sole	2021-08-13
2021-03-31	$390,690	126,437	-27.0%	Shares	Sole	2021-05-14
2020-12-31	$519,960	173,320	+4.1%	Shares	Sole	2021-02-12
2020-09-30	$451,404	166,570	+30.7%	Shares	Sole	2020-11-09
2020-06-30	$326,210	127,426	+435.9%	Shares	Sole	2020-08-13
2020-03-31	$53,976	23,778	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.