LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

Top Portfolio Positions

3,274 positions · $113,470,930,472 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	5.84%
QQQ	Invesco Qqq Trust, Series 1	10,614,231	$6,126,321,848	5.40%
AAPL	Apple Inc. Technology	23,746,504	$6,026,625,250	5.31%
NVDA	Nvidia Corp Technology	33,530,760	$5,847,764,544	5.15%
MSFT	Microsoft Corp Technology	10,358,397	$3,834,367,817	3.38%
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	2.25%
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	$1,462,274	98,536	+49.8%	Shares	Sole	2026-05-06
2025-12-31	$809,340	65,800	+4.8%	Shares	Sole	2026-02-11
2025-09-30	$693,356	62,804	-0.8%	Shares	Sole	2025-11-12
2025-06-30	$673,219	63,332	+34.5%	Shares	Sole	2025-08-12
2025-03-31	$515,547	47,082	-0.8%	Shares	Sole	2025-05-07
2024-12-31	$461,630	47,444	+13.1%	Shares	Sole	2025-02-11
2024-09-30	$406,124	41,955	-3.7%	Shares	Sole	2024-11-08
2024-06-30	$392,839	43,552	+29.5%	Shares	Sole	2024-08-07
2024-03-31	$378,976	33,627	-28.6%	Shares	Sole	2024-05-10
2023-12-31	$668,079	47,081	-3.9%	Shares	Sole	2024-02-14
2023-09-30	$603,337	49,012	+24.9%	Shares	Sole	2023-11-13
2023-06-30	$1,420,488	39,240	+11.2%	Shares	Sole	2023-07-31
2023-03-31	$1,355,289	35,294	+10.9%	Shares	Sole	2023-05-10
2022-12-31	$1,331,457	31,815	-1.4%	Shares	Sole	2023-02-07
2022-09-30	$1,118,928	32,283	+7.6%	Shares	Sole	2022-11-14
2022-06-30	$1,226,754	29,994	+9.8%	Shares	Sole	2022-08-12
2022-03-31	$1,155,993	27,322	+16.7%	Shares	Sole	2022-05-16
2021-12-31	$971,847	23,418	-4.4%	Shares	Sole	2022-02-14
2021-09-30	$1,000,620	24,507	-4.8%	Shares	Sole	2021-11-15
2021-06-30	$1,088,118	25,736	-2.4%	Shares	Sole	2021-08-13
2021-03-31	$1,171,930	26,377	-6.7%	Shares	Sole	2021-05-14
2020-12-31	$1,000,050	28,258	+32.4%	Shares	Sole	2021-02-12
2020-09-30	$709,275	21,338	-7.3%	Shares	Sole	2020-11-09
2020-06-30	$830,425	23,029	+11.5%	Shares	Sole	2020-08-13
2020-03-31	$889,413	20,660	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.