LPL Financial LLC
CIK
1403438
City
FORT MILL
State / Country
SC
Top Portfolio Positions
3,278 positions ·
$113,265,928,518 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 | 5.85% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,614,231 | $6,126,321,848 | 5.41% | |
| AAPL |
Apple Inc.
Technology
|
23,746,504 | $6,026,625,250 | 5.32% | |
| NVDA |
Nvidia Corp
Technology
|
33,530,760 | $5,847,764,544 | 5.16% | |
| MSFT |
Microsoft Corp
Technology
|
10,358,397 | $3,834,367,817 | 3.39% | |
| 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 | 2.26% | |
| 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 DIA
Shares Held
Position Value (USD)
38 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $752,144,133 | 1,623,835 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $792,936,655 | 1,649,992 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $746,996,565 | 1,610,809 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $463,740 | 1,000 | Put | Sole | 2025-11-12 | |
| 2025-06-30 | $700,989,104 | 1,590,807 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $669,906,363 | 1,595,471 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $14,594,650 | 34,300 | Call | Sole | 2025-02-11 | |
| 2024-12-31 | $685,916,212 | 1,612,024 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $607,243,629 | 1,435,157 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $3,554,208 | 8,400 | Put | Sole | 2024-11-08 | |
| 2024-06-30 | $35,788,395 | 91,500 | Call | Sole | 2024-08-07 | |
| 2024-06-30 | $560,025,800 | 1,431,815 | Shares | Sole | 2024-08-07 | |
| 2024-06-30 | $2,698,797 | 6,900 | Put | Sole | 2024-08-07 | |
| 2024-03-31 | $583,385,841 | 1,466,678 | Shares | Sole | 2024-05-10 | |
| 2024-03-31 | $29,832 | 75 | Put | Sole | 2024-05-10 | |
| 2023-12-31 | $493,320,945 | 1,308,995 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $1,356,732 | 3,600 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $334,950 | 1,000 | Put | Sole | 2023-11-13 | |
| 2023-09-30 | $412,929,374 | 1,232,809 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $424,321,215 | 1,234,030 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $391,795,093 | 1,177,906 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $397,094,035 | 1,198,485 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $294,126,535 | 1,023,761 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $430,948 | 1,400 | Put | Sole | 2022-08-12 | |
| 2022-06-30 | $329,962,723 | 1,071,934 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $346,830 | 1,000 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $382,270,476 | 1,102,184 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $389,385,303 | 1,071,742 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $338,290 | 1,000 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $353,655,808 | 1,045,422 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $336,611,868 | 975,828 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 | $2,759,600 | 8,000 | Put | Sole | 2021-08-13 | |
| 2021-03-31 | $299,438,921 | 906,896 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $263,598,930 | 862,026 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $227,909,362 | 821,295 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $202,574,162 | 785,567 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $964,612 | 4,400 | Put | Sole | 2020-05-14 | |
| 2020-03-31 | $156,777,072 | 715,126 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||