LPL Financial LLC
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% |
Portfolio Trend
Holdings in NAT
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $352,502 | 60,154 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $276,187 | 80,287 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $246,471 | 78,494 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $287,201 | 109,202 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $259,362 | 105,432 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $362,815 | 145,126 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $686,712 | 187,115 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $801,010 | 201,259 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $822,247 | 209,757 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $585,589 | 139,426 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $449,969 | 109,216 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $156,562 | 42,660 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $198,328 | 50,083 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $139,728 | 45,663 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $130,717 | 48,958 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $111,373 | 52,288 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $65,045 | 30,538 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $38,876 | 23,004 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $85,521 | 33,407 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $118,398 | 36,097 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $131,218 | 40,375 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $118,421 | 40,143 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $126,306 | 36,191 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $151,689 | 37,362 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $70,201 | 15,497 | Shares | Sole | 2020-05-14 | |
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