LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

Top Portfolio Positions

3,263 positions · $111,823,892,245 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%

25 quarters · across all stocks

Compact Export CSV

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,912,463	145,324	+1.6%	Shares	Sole	2026-05-06
2025-12-31	$2,069,600	143,027	+7.3%	Shares	Sole	2026-02-11
2025-09-30	$1,916,321	133,263	-4.9%	Shares	Sole	2025-11-12
2025-06-30	$1,985,755	140,138	+1.2%	Shares	Sole	2025-08-12
2025-03-31	$1,974,237	138,543	+1.6%	Shares	Sole	2025-05-07
2024-12-31	$1,866,225	136,420	+2.1%	Shares	Sole	2025-02-11
2024-09-30	$1,862,857	133,634	+4.7%	Shares	Sole	2024-11-08
2024-06-30	$1,643,629	127,611	+128.3%	Shares	Sole	2024-08-07
2024-03-31	$726,063	55,894	+8.3%	Shares	Sole	2024-05-10
2023-12-31	$635,810	51,608	-10.0%	Shares	Sole	2024-02-14
2023-09-30	$675,359	57,331	-13.9%	Shares	Sole	2023-11-13
2023-06-30	$827,271	66,608	-2.6%	Shares	Sole	2023-07-31
2023-03-31	$834,602	68,410	-20.4%	Shares	Sole	2023-05-10
2022-12-31	$1,020,190	85,947	-8.4%	Shares	Sole	2023-02-07
2022-09-30	$1,083,086	93,855	-35.8%	Shares	Sole	2022-11-14
2022-06-30	$1,800,632	146,274	+23.0%	Shares	Sole	2022-08-12
2022-03-31	$1,706,344	118,909	+24.8%	Shares	Sole	2022-05-16
2021-12-31	$1,528,714	95,247	+2.5%	Shares	Sole	2022-02-14
2021-09-30	$1,508,452	92,885	+1.4%	Shares	Sole	2021-11-15
2021-06-30	$1,490,624	91,618	+1.7%	Shares	Sole	2021-08-13
2021-03-31	$1,410,339	90,060	+63.9%	Shares	Sole	2021-05-14
2020-12-31	$824,220	54,948	-13.3%	Shares	Sole	2021-02-12
2020-09-30	$875,015	63,361	+1.8%	Shares	Sole	2020-11-09
2020-06-30	$823,488	62,244	+3.1%	Shares	Sole	2020-08-13
2020-03-31	$698,876	60,352	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.