LPL Financial LLC

CIK
0001403438
City
FORT MILL
State / Country
SC

Top Portfolio Positions

2,779 positions · $110,333,919,489 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
10,364,761 $7,067,937,821 6.41%
QQQ
Invesco Qqq Trust, Series 1
10,772,687 $6,617,769,350 6.00%
AAPL
Apple Inc.
23,662,389 $6,432,857,073 5.83%
NVDA
Nvidia Corp
33,202,518 $6,192,269,607 5.61%
MSFT
Microsoft Corp
10,028,120 $4,849,799,394 4.40%
AMZN
Amazon Com Inc
16,524,079 $3,814,087,914 3.46%
GOOGL
Alphabet Inc.
8,707,571 $2,725,469,723 2.47%
AVGO
Broadcom Inc.
6,347,628 $2,196,914,050 1.99%
META
Meta Platforms, Inc.
3,056,169 $2,017,346,595 1.83%
GLD
Spdr Gold Trust
4,810,571 $1,906,477,393 1.73%

Portfolio Trend

40 quarters · across all stocks

Holdings in MD

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Position Value (USD)

13 of 13 shown
Report Date Value (USD) Shares
2025-12-31 $1,548,058 72,373
2025-09-30 $1,482,408 88,502
2025-06-30 $1,268,525 88,399
2025-03-31 $2,091,167 144,318
2024-12-31 $1,217,903 92,828
2024-09-30 $1,026,097 88,533
2022-09-30 $207,316 12,557
2022-06-30 $245,585 11,689
2022-03-31 $276,664 11,783
2021-12-31 $229,325 8,428
2021-09-30 $233,580 8,216
2021-06-30 $244,938 8,124
2020-12-31 $216,148 8,808