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 FCFS
Shares Held
Position Value (USD)
17 of 17 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,743,008 | 105,016 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,406,060 | 27,645 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,042,561 | 25,518 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,847,976 | 28,474 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,344,535 | 27,797 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,532,294 | 24,443 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,313,105 | 20,149 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,764,920 | 16,828 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,254,907 | 17,680 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,843,611 | 26,235 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,442,933 | 34,299 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,388,376 | 47,020 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,724,820 | 49,542 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,543,855 | 29,270 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,117,394 | 28,867 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,107,751 | 30,323 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $452,824 | 6,053 | Shares | Sole | 2022-02-14 | |
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