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 DOC
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,704,518 | 5,398,936 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $79,437,885 | 4,940,167 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $91,650,808 | 4,785,943 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $75,176,400 | 4,293,341 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $81,542,791 | 4,032,779 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $73,547,809 | 3,628,407 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $70,955,615 | 3,102,563 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $54,963,162 | 2,804,243 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $16,978,556 | 905,523 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,793,741 | 90,593 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,332,340 | 181,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,524,474 | 175,347 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,020,202 | 182,986 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,228,672 | 88,898 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,048,956 | 89,396 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,530,966 | 97,683 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,216,721 | 93,700 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,140,840 | 87,028 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,749,578 | 82,126 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,540,426 | 76,312 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,406,590 | 75,822 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,442,100 | 80,784 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,026,991 | 74,659 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,387,054 | 86,613 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,484,049 | 104,153 | Shares | Sole | 2020-05-14 | |
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