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%

25 quarters · across all stocks

Compact Export CSV

23 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2020-03-31	$301,638	35,156	-31.9%	Shares	Sole	2020-05-14
2020-06-30	$593,171	51,625	-28.8%	Shares	Sole	2020-08-13
2020-09-30	$837,756	72,533	-2.8%	Shares	Sole	2020-11-09
2020-12-31	$1,034,757	74,604	-5.4%	Shares	Sole	2021-02-12
2021-03-31	$1,065,849	78,835	+490.3%	Shares	Sole	2021-05-14
2021-06-30	$196,600	13,356	+10.4%	Shares	Sole	2021-08-13
2021-09-30	$161,642	12,099	+7.6%	Shares	Sole	2021-11-15
2021-12-31	$138,926	11,240	0.0%	Shares	Sole	2022-02-14
2022-03-31	$119,031	11,240	+4.6%	Shares	Sole	2022-05-16
2022-12-31	$85,777	10,749	+2.0%	Shares	Sole	2023-02-07
2023-03-31	$85,495	10,542	+3.9%	Shares	Sole	2023-05-10
2023-06-30	$87,281	10,149	-32.6%	Shares	Sole	2023-07-31
2023-09-30	$121,192	15,055	-1.6%	Shares	Sole	2023-11-13
2023-12-31	$123,591	15,296	-9.2%	Shares	Sole	2024-02-14
2024-03-31	$136,830	16,851	-22.5%	Shares	Sole	2024-05-10
2024-06-30	$179,187	21,746	-25.0%	Shares	Sole	2024-08-07
2024-09-30	$260,611	28,989	+15.4%	Shares	Sole	2024-11-08
2024-12-31	$243,403	25,119	+47.9%	Shares	Sole	2025-02-11
2025-03-31	$154,260	16,989	-7.3%	Shares	Sole	2025-05-07
2025-06-30	$187,872	18,329	+0.4%	Shares	Sole	2025-08-12
2025-09-30	$211,781	18,257	-21.7%	Shares	Sole	2025-11-12
2025-12-31	$271,072	23,308	-0.5%	Shares	Sole	2026-02-11
2026-03-31	$261,300	23,435	—	Shares	Sole	2026-05-06
No 13F history on record for this holder in this stock.