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 DRI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,097,629 | 143,326 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $24,034,852 | 130,610 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $46,704,064 | 245,346 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $50,654,920 | 232,394 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $20,534,790 | 98,839 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $15,672,812 | 83,951 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $11,533,250 | 70,269 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,655,500 | 70,417 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $10,748,915 | 64,307 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,438,964 | 63,536 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,852,609 | 54,829 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,734,441 | 52,277 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,918,739 | 44,591 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,479,804 | 39,614 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,847,403 | 38,374 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,249,559 | 46,407 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,578,532 | 34,438 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,355,252 | 35,550 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,252,525 | 34,677 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,602,188 | 31,524 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,601,652 | 32,406 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,687,597 | 30,957 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,153,564 | 31,304 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,258,097 | 29,802 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,246,153 | 22,882 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||