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	$3,508,840	172,002	-2.3%	Shares	Sole	2026-05-06
2025-12-31	$3,877,171	176,075	+1.6%	Shares	Sole	2026-02-11
2025-09-30	$3,727,694	173,220	+14.5%	Shares	Sole	2025-11-12
2025-06-30	$3,097,169	151,229	-3.5%	Shares	Sole	2025-08-12
2025-03-31	$3,027,134	156,684	+4.5%	Shares	Sole	2025-05-07
2024-12-31	$3,106,044	149,978	+3.0%	Shares	Sole	2025-02-11
2024-09-30	$2,962,765	145,662	+12.6%	Shares	Sole	2024-11-08
2024-06-30	$2,577,648	129,400	-3.4%	Shares	Sole	2024-08-07
2024-03-31	$2,532,467	133,993	+1.9%	Shares	Sole	2024-05-10
2023-12-31	$2,403,528	131,556	+96.3%	Shares	Sole	2024-02-14
2023-09-30	$1,157,400	67,018	+19.4%	Shares	Sole	2023-11-13
2023-06-30	$983,731	56,117	+9.2%	Shares	Sole	2023-07-31
2023-03-31	$849,309	51,411	+8.5%	Shares	Sole	2023-05-10
2022-12-31	$746,519	47,368	+2.5%	Shares	Sole	2023-02-07
2022-09-30	$678,780	46,207	+2.8%	Shares	Sole	2022-11-14
2022-06-30	$734,548	44,954	+0.1%	Shares	Sole	2022-08-12
2022-03-31	$909,488	44,913	+1.3%	Shares	Sole	2022-05-16
2021-12-31	$944,317	44,355	+13.6%	Shares	Sole	2022-02-14
2021-09-30	$769,009	39,036	+24.2%	Shares	Sole	2021-11-15
2021-06-30	$638,616	31,428	-37.0%	Shares	Sole	2021-08-13
2021-03-31	$933,466	49,918	-6.8%	Shares	Sole	2021-05-14
2020-12-31	$943,885	53,569	-11.3%	Shares	Sole	2021-02-12
2020-09-30	$914,819	60,424	-7.1%	Shares	Sole	2020-11-09
2020-06-30	$946,419	65,046	+0.7%	Shares	Sole	2020-08-13
2020-03-31	$812,441	64,582	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.