LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

Top Portfolio Positions

3,278 positions · $113,265,928,518 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	5.85%
QQQ	Invesco Qqq Trust, Series 1	10,614,231	$6,126,321,848	5.41%
AAPL	Apple Inc. Technology	23,746,504	$6,026,625,250	5.32%
NVDA	Nvidia Corp Technology	33,530,760	$5,847,764,544	5.16%
MSFT	Microsoft Corp Technology	10,358,397	$3,834,367,817	3.39%
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	2.26%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,114,190	480,585	-6.7%	Shares	Sole	2026-05-06
2025-12-31	$3,833,333	515,233	-6.6%	Shares	Sole	2026-02-11
2025-09-30	$4,139,220	551,896	+0.7%	Shares	Sole	2025-11-12
2025-06-30	$4,153,150	547,909	+3.2%	Shares	Sole	2025-08-12
2025-03-31	$4,057,795	531,125	-5.4%	Shares	Sole	2025-05-07
2024-12-31	$4,207,395	561,735	-0.4%	Shares	Sole	2025-02-11
2024-09-30	$4,887,504	563,726	+0.3%	Shares	Sole	2024-11-08
2024-06-30	$4,397,092	562,288	+3.2%	Shares	Sole	2024-08-07
2024-03-31	$4,392,708	545,001	+6.3%	Shares	Sole	2024-05-10
2023-12-31	$3,957,634	512,647	+21.1%	Shares	Sole	2024-02-14
2023-09-30	$3,187,170	423,263	-5.4%	Shares	Sole	2023-11-13
2023-06-30	$3,350,831	447,374	+35.1%	Shares	Sole	2023-07-31
2023-03-31	$2,821,125	331,118	+3.8%	Shares	Sole	2023-05-10
2022-12-31	$2,718,851	319,114	+11.1%	Shares	Sole	2023-02-07
2022-09-30	$2,268,587	287,163	-12.2%	Shares	Sole	2022-11-14
2022-06-30	$2,741,868	327,192	+34.9%	Shares	Sole	2022-08-12
2022-03-31	$2,770,377	242,590	+3.0%	Shares	Sole	2022-05-16
2021-12-31	$2,926,705	235,455	+0.9%	Shares	Sole	2022-02-14
2021-09-30	$2,956,253	233,327	+3.7%	Shares	Sole	2021-11-15
2021-06-30	$2,986,333	225,044	+2.0%	Shares	Sole	2021-08-13
2021-03-31	$2,845,222	220,731	+6.7%	Shares	Sole	2021-05-14
2020-12-31	$2,418,053	206,848	+18.3%	Shares	Sole	2021-02-12
2020-09-30	$1,938,897	174,833	+15.5%	Shares	Sole	2020-11-09
2020-06-30	$1,567,362	151,436	+5.8%	Shares	Sole	2020-08-13
2020-03-31	$1,242,663	143,164	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.