LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

Top Portfolio Positions

3,263 positions · $111,823,892,245 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 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,501,137	385,978	+11.2%	Shares	Sole	2026-05-06
2025-12-31	$2,354,232	347,232	+12.3%	Shares	Sole	2026-02-11
2025-09-30	$2,167,653	309,223	+5.4%	Shares	Sole	2025-11-12
2025-06-30	$2,072,053	293,492	-9.2%	Shares	Sole	2025-08-12
2025-03-31	$2,211,796	323,362	-4.1%	Shares	Sole	2025-05-07
2024-12-31	$2,323,308	337,200	+1.9%	Shares	Sole	2025-02-11
2024-09-30	$2,359,744	330,960	-4.6%	Shares	Sole	2024-11-08
2024-06-30	$2,296,497	346,903	+6.7%	Shares	Sole	2024-08-07
2024-03-31	$2,158,179	325,027	+29.7%	Shares	Sole	2024-05-10
2023-12-31	$1,634,081	250,626	+46.6%	Shares	Sole	2024-02-14
2023-09-30	$1,042,880	170,964	+6.5%	Shares	Sole	2023-11-13
2023-06-30	$1,035,573	160,554	-9.6%	Shares	Sole	2023-07-31
2023-03-31	$1,123,752	177,528	-2.0%	Shares	Sole	2023-05-10
2022-12-31	$1,157,887	181,203	-3.2%	Shares	Sole	2023-02-07
2022-09-30	$1,160,863	187,236	+2.4%	Shares	Sole	2022-11-14
2022-06-30	$1,186,449	182,812	-0.1%	Shares	Sole	2022-08-12
2022-03-31	$1,446,371	183,085	+1.9%	Shares	Sole	2022-05-16
2021-12-31	$1,645,383	179,627	+5.0%	Shares	Sole	2022-02-14
2021-09-30	$1,505,055	171,029	+17.3%	Shares	Sole	2021-11-15
2021-06-30	$1,282,003	145,848	+25.8%	Shares	Sole	2021-08-13
2021-03-31	$978,204	115,901	+57.2%	Shares	Sole	2021-05-14
2020-12-31	$601,473	73,710	+18.1%	Shares	Sole	2021-02-12
2020-09-30	$455,724	62,428	-7.0%	Shares	Sole	2020-11-09
2020-06-30	$471,231	67,127	+5.3%	Shares	Sole	2020-08-13
2020-03-31	$406,622	63,734	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.