LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

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%

41 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,248,000	576,916	+1.1%	Shares	Sole	2026-05-06
2025-12-31	$6,428,374	570,397	-7.1%	Shares	Sole	2026-02-11
2025-09-30	$7,537,095	613,770	+8.9%	Shares	Sole	2025-11-12
2025-06-30	$6,897,888	563,553	+6.6%	Shares	Sole	2025-08-12
2025-03-31	$6,667,360	528,736	+3.1%	Shares	Sole	2025-05-07
2024-12-31	$6,446,449	512,844	-12.5%	Shares	Sole	2025-02-11
2024-09-30	$7,606,331	586,004	+6.0%	Shares	Sole	2024-11-08
2024-06-30	$6,920,980	552,794	+0.1%	Shares	Sole	2024-08-07
2024-03-31	$7,012,889	552,196	+14.6%	Shares	Sole	2024-05-10
2023-12-31	$5,897,207	481,798	-4.9%	Shares	Sole	2024-02-14
2023-09-30	$5,936,156	506,498	+5.8%	Shares	Sole	2023-11-13
2023-06-30	$5,700,423	478,625	-2.8%	Shares	Sole	2023-07-31
2023-03-31	$5,600,191	492,541	+1.8%	Shares	Sole	2023-05-10
2022-12-31	$5,368,147	484,053	-8.7%	Shares	Sole	2023-02-07
2022-09-30	$5,724,572	530,053	-1.3%	Shares	Sole	2022-11-14
2022-06-30	$6,513,919	537,009	+1.1%	Shares	Sole	2022-08-12
2022-03-31	$7,713,808	531,254	-2.4%	Shares	Sole	2022-05-16
2021-12-31	$8,771,085	544,112	+4.7%	Shares	Sole	2022-02-14
2021-09-30	$9,225,716	519,466	+10.4%	Shares	Sole	2021-11-15
2021-06-30	$8,509,065	470,374	+6.8%	Shares	Sole	2021-08-13
2021-03-31	$8,000,950	440,581	+1.7%	Shares	Sole	2021-05-14
2020-12-31	$7,182,605	433,209	-1.4%	Shares	Sole	2021-02-12
2020-09-30	$7,041,607	439,551	+13.2%	Shares	Sole	2020-11-09
2020-06-30	$5,967,479	388,255	+5.6%	Shares	Sole	2020-08-13
2020-03-31	$4,906,785	367,825	—	Shares	Sole	2020-05-14
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