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

24 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$62,947	78,684	+40.8%	Shares	Sole	2026-05-06
2025-12-31	$72,655	55,889	+10.4%	Shares	Sole	2026-02-11
2025-09-30	$63,797	50,633	-3.6%	Shares	Sole	2025-11-12
2025-06-30	$108,681	52,503	-22.5%	Shares	Sole	2025-08-12
2025-03-31	$148,990	67,723	+16.6%	Shares	Sole	2025-05-07
2024-12-31	$88,889	58,098	-11.5%	Shares	Sole	2025-02-11
2024-09-30	$130,657	65,657	+0.5%	Shares	Sole	2024-11-08
2024-06-30	$228,662	65,332	+27.1%	Shares	Sole	2024-08-07
2024-03-31	$142,353	51,391	+81.3%	Shares	Sole	2024-05-10
2023-12-31	$48,200	28,353	-13.3%	Shares	Sole	2024-02-14
2023-09-30	$33,675	32,695	-2.5%	Shares	Sole	2023-11-13
2023-06-30	$38,889	33,525	+158.9%	Shares	Sole	2023-07-31
2023-03-31	$19,554	12,950	+8.4%	Shares	Sole	2023-05-10
2022-12-31	$29,875	11,950	-14.3%	Shares	Sole	2023-02-07
2022-09-30	$58,869	13,950	-7.3%	Shares	Sole	2022-11-14
2022-06-30	$41,989	15,050	-8.8%	Shares	Sole	2022-08-12
2022-03-31	$94,380	16,500	+1.5%	Shares	Sole	2022-05-16
2021-12-31	$148,362	16,250	+8.7%	Shares	Sole	2022-02-14
2021-09-30	$159,740	14,943	-27.0%	Shares	Sole	2021-11-15
2021-06-30	$317,616	20,465	+34.6%	Shares	Sole	2021-08-13
2021-03-31	$246,392	15,200	+24.5%	Shares	Sole	2021-05-14
2020-12-31	$258,485	12,210	-43.9%	Shares	Sole	2021-02-12
2020-09-30	$322,824	21,783	+16.7%	Shares	Sole	2020-11-09
2020-06-30	$274,459	18,658	—	Shares	Sole	2020-08-13
No 13F history on record for this holder in this stock.