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

24 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,918,452	402,492	+1.1%	Shares	Sole	2026-05-06
2025-12-31	$5,022,146	398,267	+13.3%	Shares	Sole	2026-02-11
2025-09-30	$4,752,347	351,505	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$4,541,597	351,245	+6.1%	Shares	Sole	2025-08-12
2025-03-31	$4,331,363	331,144	+9.3%	Shares	Sole	2025-05-07
2024-12-31	$3,890,520	303,000	+2.4%	Shares	Sole	2025-02-11
2024-09-30	$3,958,258	295,834	+1.9%	Shares	Sole	2024-11-08
2024-06-30	$3,713,563	290,349	-0.9%	Shares	Sole	2024-08-07
2024-03-31	$3,744,003	292,958	-5.9%	Shares	Sole	2024-05-10
2023-12-31	$3,797,006	311,230	+1.3%	Shares	Sole	2024-02-14
2023-09-30	$3,515,580	307,306	+7.1%	Shares	Sole	2023-11-13
2023-06-30	$3,205,946	287,014	+1233.4%	Shares	Sole	2023-07-31
2023-03-31	$238,712	21,525	+8.4%	Shares	Sole	2023-05-10
2022-12-31	$223,346	19,853	+4.3%	Shares	Sole	2023-02-07
2022-09-30	$200,713	19,043	-18.4%	Shares	Sole	2022-11-14
2022-06-30	$270,311	23,343	-2.7%	Shares	Sole	2022-08-12
2022-03-31	$341,703	23,996	+46.1%	Shares	Sole	2022-05-16
2021-12-31	$260,749	16,420	+2.5%	Shares	Sole	2022-02-14
2021-09-30	$257,200	16,015	+37.6%	Shares	Sole	2021-11-15
2021-06-30	$188,668	11,639	+4.5%	Shares	Sole	2021-08-13
2021-03-31	$172,366	11,142	-3.6%	Shares	Sole	2021-05-14
2020-12-31	$179,680	11,555	+7.2%	Shares	Sole	2021-02-12
2020-09-30	$145,839	10,779	+0.3%	Shares	Sole	2020-11-09
2020-06-30	$142,411	10,748	—	Shares	Sole	2020-08-13
No 13F history on record for this holder in this stock.