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 ICFI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,475,945 | 22,606 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,593,461 | 30,404 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,778,060 | 29,936 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,693,015 | 31,791 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,467,358 | 29,038 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,426,572 | 28,744 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,326,032 | 25,937 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,464,907 | 23,339 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,485,879 | 23,142 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,240,418 | 24,166 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,946,555 | 24,390 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,761,955 | 22,204 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,402,649 | 21,902 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,036,368 | 20,559 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,174,076 | 19,942 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,913,680 | 20,144 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,831,117 | 19,451 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,636,595 | 15,959 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,198,182 | 13,419 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $976,212 | 11,111 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $915,864 | 10,479 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $781,654 | 10,516 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $639,665 | 10,396 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $673,129 | 10,383 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $608,201 | 8,853 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||