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	$3,555,651	622,706	-2.2%	Shares	Sole	2026-05-06
2025-12-31	$3,806,072	636,467	-4.0%	Shares	Sole	2026-02-11
2025-09-30	$4,210,323	663,043	+10.3%	Shares	Sole	2025-11-12
2025-06-30	$3,125,527	601,063	-1.5%	Shares	Sole	2025-08-12
2025-03-31	$3,172,093	610,018	-17.6%	Shares	Sole	2025-05-07
2024-12-31	$3,843,947	740,645	-32.7%	Shares	Sole	2025-02-11
2024-09-30	$6,744,839	1,100,300	-3.4%	Shares	Sole	2024-11-08
2024-06-30	$7,116,006	1,138,561	-8.8%	Shares	Sole	2024-08-07
2024-03-31	$8,774,283	1,248,120	-13.5%	Shares	Sole	2024-05-10
2023-12-31	$11,099,361	1,443,350	-3.0%	Shares	Sole	2024-02-14
2023-09-30	$11,968,126	1,488,573	+0.7%	Shares	Sole	2023-11-13
2023-06-30	$13,351,243	1,478,543	-0.5%	Shares	Sole	2023-07-31
2023-03-31	$13,061,298	1,485,927	+45.2%	Shares	Sole	2023-05-10
2022-12-31	$10,542,431	1,023,537	+3.2%	Shares	Sole	2023-02-07
2022-09-30	$9,638,254	991,590	+5.5%	Shares	Sole	2022-11-14
2022-06-30	$10,582,260	939,810	+12.2%	Shares	Sole	2022-08-12
2022-03-31	$9,999,296	837,462	+7.1%	Shares	Sole	2022-05-16
2021-12-31	$8,590,168	781,635	-0.7%	Shares	Sole	2022-02-14
2021-09-30	$8,476,657	787,062	+10.5%	Shares	Sole	2021-11-15
2021-06-30	$7,771,258	712,306	+22.5%	Shares	Sole	2021-08-13
2021-03-31	$6,446,905	581,326	-7.0%	Shares	Sole	2021-05-14
2020-12-31	$6,428,207	625,312	+127.2%	Shares	Sole	2021-02-12
2020-09-30	$2,364,114	275,217	+3.9%	Shares	Sole	2020-11-09
2020-06-30	$2,132,968	264,965	+1.8%	Shares	Sole	2020-08-13
2020-03-31	$2,220,162	260,277	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.