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 DOX
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,470,771 | 160,447 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,155,355 | 113,717 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,584,260 | 116,810 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,025,950 | 164,686 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,841,381 | 129,414 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,473,497 | 123,015 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,578,988 | 98,068 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,261,823 | 92,015 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,403,618 | 70,860 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,965,885 | 67,879 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,242,013 | 62,043 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,107,678 | 51,671 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,964,502 | 41,284 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,551,735 | 39,073 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,679,329 | 46,310 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,384,355 | 52,627 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,079,671 | 49,625 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,431,339 | 45,849 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,023,176 | 39,931 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,617,088 | 33,830 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,238,346 | 31,908 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,434,388 | 34,321 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,136,488 | 19,796 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,216,565 | 19,983 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $794,261 | 14,449 | Shares | Sole | 2020-05-14 | |
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