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 DOW
Export CSVShares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,376,125 | 1,137,482 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $32,827,226 | 1,404,073 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $26,143,891 | 1,140,161 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $31,161,875 | 1,176,808 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $36,897,275 | 1,056,623 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $39,163,749 | 975,922 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $68,205,172 | 1,248,493 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $63,049,818 | 1,188,498 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $65,693,488 | 1,134,015 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $67,873,219 | 1,237,659 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $66,312,811 | 1,286,129 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $66,014,598 | 1,239,478 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $65,284,918 | 1,190,896 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $55,155,180 | 1,094,566 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $43,875,219 | 998,753 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $48,476,756 | 939,290 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $56,708,314 | 889,961 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $40,571,248 | 715,290 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $32,836,310 | 570,471 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $34,981,626 | 552,807 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $24,663,576 | 385,730 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $18,468,846 | 332,772 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $15,889,914 | 337,724 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $15,943,314 | 391,151 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $11,358,658 | 388,463 | Shares | Sole | 2020-05-14 | |
| No quarters match your search. | ||||||