LPL Financial LLC
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% |
Portfolio Trend
Holdings in IP
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,328,591 | 933,574 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $32,358,688 | 821,495 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $38,557,379 | 830,978 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,938,161 | 831,479 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $39,285,126 | 736,366 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $37,748,433 | 701,383 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $36,700,467 | 751,289 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $26,144,498 | 605,898 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $27,629,281 | 708,080 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $23,141,097 | 640,141 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,540,068 | 550,890 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,430,574 | 453,649 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $14,167,577 | 392,889 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,238,979 | 382,298 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $9,743,216 | 307,357 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,227,817 | 316,228 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,264,780 | 309,096 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,735,652 | 313,658 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,469,273 | 311,008 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $18,286,400 | 314,964 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $14,565,888 | 284,475 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,190,009 | 280,142 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,625,920 | 250,739 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $8,609,110 | 258,200 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,444,241 | 218,603 | Shares | Sole | 2020-05-14 | |
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