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	$3,250,919	572,345	+1204.6%	Shares	Sole	2026-05-06
2025-12-31	$243,045	43,871	+0.6%	Shares	Sole	2026-02-11
2025-09-30	$254,222	43,606	+4.8%	Shares	Sole	2025-11-12
2025-06-30	$189,384	41,623	-7.7%	Shares	Sole	2025-08-12
2025-03-31	$155,126	45,095	-10.6%	Shares	Sole	2025-05-07
2024-12-31	$184,080	50,433	-8.2%	Shares	Sole	2025-02-11
2024-09-30	$261,433	54,923	-3.6%	Shares	Sole	2024-11-08
2024-06-30	$209,598	56,956	-5.8%	Shares	Sole	2024-08-07
2024-03-31	$259,326	60,449	-8.7%	Shares	Sole	2024-05-10
2023-12-31	$311,187	66,210	-4.7%	Shares	Sole	2024-02-14
2023-09-30	$200,730	69,457	+3.2%	Shares	Sole	2023-11-13
2023-06-30	$222,103	67,304	+13.0%	Shares	Sole	2023-07-31
2023-03-31	$182,870	59,567	-6.7%	Shares	Sole	2023-05-10
2022-12-31	$208,838	63,865	-4.1%	Shares	Sole	2023-02-07
2022-09-30	$366,179	66,578	-31.9%	Shares	Sole	2022-11-14
2022-06-30	$1,376,672	97,775	+25.6%	Shares	Sole	2022-08-12
2022-03-31	$1,765,267	77,868	-3.4%	Shares	Sole	2022-05-16
2021-12-31	$2,019,581	80,622	+7.0%	Shares	Sole	2022-02-14
2021-09-30	$1,914,338	75,338	+17.0%	Shares	Sole	2021-11-15
2021-06-30	$1,683,023	64,385	+15.7%	Shares	Sole	2021-08-13
2021-03-31	$1,287,647	55,670	+16.9%	Shares	Sole	2021-05-14
2020-12-31	$1,108,813	47,609	+5.7%	Shares	Sole	2021-02-12
2020-09-30	$984,674	45,024	-19.2%	Shares	Sole	2020-11-09
2020-06-30	$1,145,765	55,755	-3.5%	Shares	Sole	2020-08-13
2020-03-31	$1,013,075	57,758	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.