LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

Top Portfolio Positions

3,251 positions · $111,798,603,650 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%

41 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$390,789	21,771	-0.1%	Shares	Sole	2026-05-06
2025-12-31	$407,871	21,788	+1.9%	Shares	Sole	2026-02-11
2025-09-30	$294,147	21,377	+2.5%	Shares	Sole	2025-11-12
2025-06-30	$332,702	20,846	-16.1%	Shares	Sole	2025-08-12
2025-03-31	$333,681	24,846	-27.0%	Shares	Sole	2025-05-07
2024-12-31	$535,203	34,046	+58.7%	Shares	Sole	2025-02-11
2024-09-30	$452,334	21,458	-3.7%	Shares	Sole	2024-11-08
2024-06-30	$371,184	22,280	+5.6%	Shares	Sole	2024-08-07
2024-03-31	$302,363	21,100	-48.7%	Shares	Sole	2024-05-10
2023-12-31	$592,662	41,100	-38.2%	Shares	Sole	2024-02-14
2023-09-30	$729,669	66,515	-1.8%	Shares	Sole	2023-11-13
2023-06-30	$844,351	67,765	+0.8%	Shares	Sole	2023-07-31
2023-03-31	$1,002,847	67,215	0.0%	Shares	Sole	2023-05-10
2022-12-31	$850,941	67,215	0.0%	Shares	Sole	2023-02-07
2022-09-30	$437,569	67,215	0.0%	Shares	Sole	2022-11-14
2022-06-30	$520,244	67,215	0.0%	Shares	Sole	2022-08-12
2022-03-31	$629,804	67,215	+0.3%	Shares	Sole	2022-05-16
2021-12-31	$999,193	67,015	+1.7%	Shares	Sole	2022-02-14
2021-09-30	$1,239,202	65,915	+62.8%	Shares	Sole	2021-11-15
2021-06-30	$814,455	40,500	+1.2%	Shares	Sole	2021-08-13
2021-03-31	$575,200	40,000	0.0%	Shares	Sole	2021-05-14
2020-12-31	$536,800	40,000	-43.1%	Shares	Sole	2021-02-12
2020-09-30	$646,507	70,349	+55.1%	Shares	Sole	2020-11-09
2020-06-30	$358,257	45,349	0.0%	Shares	Sole	2020-08-13
2020-03-31	$277,989	45,349	—	Shares	Sole	2020-05-14
No quarters match your search.