LPL Financial LLC
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 DIS
Shares Held
Position Value (USD)
32 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,789,553 | 2,093,687 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $269,252,291 | 2,366,637 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $272,201,308 | 2,377,304 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $297,700 | 2,600 | Put | Sole | 2025-11-12 | |
| 2025-06-30 | $265,700,105 | 2,142,570 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $322,426 | 2,600 | Put | Sole | 2025-08-12 | |
| 2025-03-31 | $198,316,528 | 2,009,286 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $256,620 | 2,600 | Put | Sole | 2025-05-07 | |
| 2024-12-31 | $212,870,244 | 1,911,722 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $577,140 | 6,000 | Call | Sole | 2024-11-08 | |
| 2024-09-30 | $174,673,921 | 1,815,926 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $177,792,347 | 1,790,637 | Shares | Sole | 2024-08-07 | |
| 2024-06-30 | $238,296 | 2,400 | Call | Sole | 2024-08-07 | |
| 2024-03-31 | $207,010,972 | 1,691,819 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $514,653 | 5,700 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $145,831,171 | 1,615,142 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $128,142,805 | 1,581,034 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $486,300 | 6,000 | Call | Sole | 2023-11-13 | |
| 2023-06-30 | $146,418,485 | 1,639,992 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $166,993,409 | 1,667,766 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $135,058,261 | 1,554,538 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $154,525,368 | 1,638,136 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $152,699,457 | 1,617,579 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $231,833,455 | 1,690,241 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $249,287,090 | 1,609,446 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $256,978,026 | 1,519,052 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $250,180,120 | 1,423,338 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $253,670,715 | 1,374,760 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $226,587,693 | 1,250,622 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $154,283,553 | 1,243,420 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $135,151,458 | 1,212,012 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $107,478,898 | 1,112,618 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||