LPL Financial LLC
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% |
Portfolio Trend
Holdings in F
Shares Held
Position Value (USD)
31 of 31 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,440,346 | 4,457,569 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $55,213,053 | 4,208,312 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $51,435,379 | 4,300,617 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $44,084,710 | 4,063,107 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $313,565 | 28,900 | Call | Sole | 2025-08-12 | |
| 2025-03-31 | $38,562,571 | 3,844,723 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $631,890 | 63,000 | Call | Sole | 2025-05-07 | |
| 2024-12-31 | $38,666,499 | 3,905,707 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $455,400 | 46,000 | Call | Sole | 2025-02-11 | |
| 2024-09-30 | $316,800 | 30,000 | Call | Sole | 2024-11-08 | |
| 2024-09-30 | $48,863,517 | 4,627,227 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $250,800 | 20,000 | Call | Sole | 2024-08-07 | |
| 2024-06-30 | $60,185,479 | 4,799,480 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $62,202,444 | 4,683,919 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $280,370 | 23,000 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $69,452,683 | 5,697,513 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $71,713,465 | 5,774,031 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $89,362,939 | 5,906,341 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $71,556,219 | 5,679,065 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $67,339,549 | 5,790,159 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $61,483,318 | 5,489,582 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $55,664,190 | 5,001,275 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $80,710,398 | 4,772,939 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $86,311,687 | 4,155,594 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $51,674,654 | 3,649,340 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $49,200,152 | 3,310,912 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $27,312,967 | 2,229,630 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $19,115,147 | 2,174,647 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,399,480 | 2,011,934 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $12,662,141 | 2,082,589 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $10,110,170 | 2,093,203 | Shares | Sole | 2020-05-14 | |
| No quarters match your search. | ||||||