LPL Financial LLC
Top Portfolio Positions
3,265 positions ·
$113,459,383,224 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 | 5.84% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LMND
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,018,658 | 96,022 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,383,699 | 75,635 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,485,445 | 65,112 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,067,700 | 47,197 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,199,400 | 38,161 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,327,632 | 36,195 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $552,480 | 33,504 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $525,261 | 31,834 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $458,774 | 27,957 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $426,783 | 26,459 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $325,731 | 28,032 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $393,885 | 23,376 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $340,172 | 23,855 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $314,626 | 22,999 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $563,536 | 26,607 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $468,971 | 25,683 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $695,535 | 26,376 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,190,407 | 28,269 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,868,497 | 42,807 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,725,636 | 43,192 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,187,187 | 34,223 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $972,160 | 7,936 | Shares | Sole | 2021-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||