LPL Financial LLC

CIK
1403438
City
FORT MILL
State / Country
SC

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

41 quarters · across all stocks

Holdings in FAST

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $78,847,520 1,699,300
2025-12-31 $63,171,040 1,574,160
2025-09-30 $74,232,730 1,513,718
2025-06-30 $73,645,278 1,753,459
2025-03-31 $15,197,163 391,932
2024-12-31 $12,853,516 357,489
2024-09-30 $12,374,586 346,530
2024-06-30 $9,883,569 314,563
2024-03-31 $9,425,852 244,383
2023-12-31 $7,159,546 221,076
2023-09-30 $5,566,395 203,748
2023-06-30 $6,308,715 213,891
2023-03-31 $6,446,827 239,037
2022-12-31 $4,950,239 209,224
2022-09-30 $4,685,628 203,546
2022-06-30 $5,070,923 203,162
2022-03-31 $5,493,935 184,981
2021-12-31 $5,688,848 177,610
2021-09-30 $4,695,684 181,968
2021-06-30 $3,908,450 150,325
2021-03-31 $3,748,549 149,107
2020-12-31 $4,434,862 181,645
2020-09-30 $3,500,111 155,250
2020-06-30 $2,892,771 135,050
2020-03-31 $2,357,203 150,861