LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

Top Portfolio Positions

3,278 positions · $113,265,928,518 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	5.85%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,137,636	218,796	+19.3%	Shares	Sole	2026-05-06
2025-12-31	$1,784,559	183,408	+27.2%	Shares	Sole	2026-02-11
2025-09-30	$1,433,526	144,218	-0.8%	Shares	Sole	2025-11-12
2025-06-30	$1,406,308	145,430	+1.2%	Shares	Sole	2025-08-12
2025-03-31	$1,432,090	143,640	+15.3%	Shares	Sole	2025-05-07
2024-12-31	$1,290,887	124,603	+0.6%	Shares	Sole	2025-02-11
2024-09-30	$1,332,669	123,854	+0.2%	Shares	Sole	2024-11-08
2024-06-30	$1,308,174	123,646	+57.0%	Shares	Sole	2024-08-07
2024-03-31	$814,959	78,740	+206.3%	Shares	Sole	2024-05-10
2023-12-31	$260,422	25,708	-26.4%	Shares	Sole	2024-02-14
2023-09-30	$313,125	34,947	-5.1%	Shares	Sole	2023-11-13
2023-06-30	$366,408	36,825	+11.6%	Shares	Sole	2023-07-31
2023-03-31	$343,210	33,001	+18.2%	Shares	Sole	2023-05-10
2022-12-31	$289,984	27,910	-67.8%	Shares	Sole	2023-02-07
2022-09-30	$838,917	86,665	+9.9%	Shares	Sole	2022-11-14
2022-06-30	$843,406	78,823	+54.4%	Shares	Sole	2022-08-12
2022-03-31	$587,029	51,046	-6.1%	Shares	Sole	2022-05-16
2021-12-31	$737,964	54,342	+17.9%	Shares	Sole	2022-02-14
2021-09-30	$616,710	46,092	-2.3%	Shares	Sole	2021-11-15
2021-06-30	$645,176	47,162	+3.4%	Shares	Sole	2021-08-13
2021-03-31	$606,719	45,618	+20.8%	Shares	Sole	2021-05-14
2020-12-31	$513,468	37,755	+1.5%	Shares	Sole	2021-02-12
2020-09-30	$490,082	37,212	-6.9%	Shares	Sole	2020-11-09
2020-06-30	$508,380	39,967	+0.4%	Shares	Sole	2020-08-13
2020-03-31	$496,928	39,818	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.