LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

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%

41 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,495,425	315,690	+6.5%	Shares	Sole	2026-05-06
2025-12-31	$4,270,028	296,324	+0.7%	Shares	Sole	2026-02-11
2025-09-30	$4,542,417	294,198	+1.8%	Shares	Sole	2025-11-12
2025-06-30	$4,121,753	289,043	+14.4%	Shares	Sole	2025-08-12
2025-03-31	$3,790,545	252,703	+18.8%	Shares	Sole	2025-05-07
2024-12-31	$3,197,211	212,722	+112.0%	Shares	Sole	2025-02-11
2024-09-30	$1,730,189	100,359	+42.8%	Shares	Sole	2024-11-08
2024-06-30	$1,110,778	70,258	-3.2%	Shares	Sole	2024-08-07
2024-03-31	$1,119,600	72,560	+2.3%	Shares	Sole	2024-05-10
2023-12-31	$1,003,247	70,951	-2.9%	Shares	Sole	2024-02-14
2023-09-30	$973,609	73,039	-0.5%	Shares	Sole	2023-11-13
2023-06-30	$1,027,997	73,376	+34.1%	Shares	Sole	2023-07-31
2023-03-31	$800,641	54,726	-5.9%	Shares	Sole	2023-05-10
2022-12-31	$838,902	58,136	+10.4%	Shares	Sole	2023-02-07
2022-09-30	$789,148	52,645	+8.2%	Shares	Sole	2022-11-14
2022-06-30	$767,368	48,660	-12.2%	Shares	Sole	2022-08-12
2022-03-31	$995,145	55,409	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$1,037,775	55,348	+58.4%	Shares	Sole	2022-02-14
2021-09-30	$654,650	34,952	+1.3%	Shares	Sole	2021-11-15
2021-06-30	$662,821	34,504	-1.3%	Shares	Sole	2021-08-13
2021-03-31	$636,108	34,951	-3.7%	Shares	Sole	2021-05-14
2020-12-31	$627,350	36,284	+11.4%	Shares	Sole	2021-02-12
2020-09-30	$520,660	32,582	-0.9%	Shares	Sole	2020-11-09
2020-06-30	$515,620	32,863	+3.3%	Shares	Sole	2020-08-13
2020-03-31	$434,647	31,819	—	Shares	Sole	2020-05-14
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