LPL Financial LLC
Top Portfolio Positions
3,278 positions ·
$113,265,928,518 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GBDC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,065,393 | 479,099 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,399,422 | 545,278 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,872,298 | 428,948 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,188,965 | 422,455 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,423,387 | 424,266 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,538,842 | 365,359 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,506,602 | 298,253 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,688,602 | 298,447 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,866,769 | 292,650 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,131,269 | 273,594 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,718,170 | 253,454 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,313,777 | 245,465 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,335,176 | 245,957 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,075,320 | 233,687 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,757,865 | 222,588 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,598,609 | 200,510 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,766,330 | 247,622 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,733,098 | 241,781 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,332,273 | 210,770 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,213,754 | 78,713 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,079,116 | 73,811 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $926,438 | 65,519 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $709,597 | 53,595 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $430,851 | 36,983 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $289,545 | 23,537 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||