GOLDMAN SACHS GROUP INC

CIK

886982

City

NEW YORK

State / Country

Stock

LPLA — LPL Financial Holdings Inc.

Top Portfolio Positions

4,018 positions · $724,977,866,641 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	220,573,465	$38,468,012,293	5.31%
SPY	Spdr S&P 500 ETF Trust	48,934,026	$31,823,754,466	4.39%
AAPL	Apple Inc. Technology	122,662,993	$31,130,640,990	4.29%
MSFT	Microsoft Corp Technology	70,334,366	$26,035,672,259	3.59%
GOOGL	Alphabet Inc. Communication Services	61,902,236	$17,800,606,980	2.46%
AMZN	Amazon Com Inc Consumer Cyclical	76,670,911	$15,968,250,631	2.20%
TSLA	Tesla, Inc. Consumer Cyclical	34,135,394	$12,689,832,717	1.75%
AVGO	Broadcom Inc. Technology	38,608,951	$11,949,856,420	1.65%
META	Meta Platforms, Inc. Communication Services	20,648,830	$11,813,815,105	1.63%
QQQ	Invesco Qqq Trust, Series 1	19,836,844	$11,449,429,617	1.58%

Portfolio Trend

25 quarters · across all stocks

Holdings in LPLA

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$108,541,267	360,806	+29.1%	Shares	Defined	2026-05-15
2025-12-31	$99,823,656	279,485	-2.1%	Shares	Defined	2026-03-25
2025-09-30	$95,018,258	285,606	+22.3%	Shares	Defined	2025-11-14
2025-06-30	$87,540,118	233,459	+11.6%	Shares	Defined	2025-08-14
2025-03-31	$68,413,478	209,126	+0.5%	Shares	Defined	2025-06-27
2024-12-31	$67,926,159	208,037	-10.3%	Shares	Defined	2025-02-11
2024-09-30	$53,963,179	231,970	-22.1%	Shares	Defined	2024-11-14
2024-06-30	$83,154,032	297,723	-5.8%	Shares	Defined	2024-08-13
2024-03-31	$83,476,630	315,960	-0.4%	Shares	Defined	2024-05-15
2023-12-31	$72,176,934	317,094	-3.5%	Shares	Defined	2024-05-14
2023-09-30	$78,113,177	328,690	+2.3%	Shares	Defined	2024-05-15
2023-06-30	$69,888,306	321,429	-5.0%	Shares	Defined	2024-05-14
2023-03-31	$68,464,430	338,263	-65.4%	Shares	Defined	2024-05-14
2022-12-31	$211,520,614	978,492	+87.8%	Shares	Defined	2024-05-14
2022-09-30	$113,805,356	520,896	+6.2%	Shares	Defined	2024-05-14
2022-06-30	$90,467,884	490,394	+7.2%	Shares	Defined	2024-05-14
2022-03-31	$83,581,213	457,528	+72.1%	Shares	Defined	2022-05-16
2021-12-31	$42,567,448	265,897	+5.3%	Shares	Defined	2022-02-17
2021-09-30	$39,565,282	252,394	-0.7%	Shares	Defined	2022-01-20
2021-06-30	$34,309,351	254,181	-3.3%	Shares	Defined	2021-08-13
2021-03-31	$37,351,401	262,742	-0.3%	Shares	Defined	2021-05-17
2020-12-31	$27,475,726	263,632	-0.7%	Shares	Defined	2021-02-12
2020-09-30	$20,352,203	265,452	-14.9%	Shares	Defined	2020-11-13
2020-06-30	$24,468,404	312,097	-12.4%	Shares	Defined	2020-08-12
2020-03-31	$19,385,461	356,154	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.