LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

NIO — NIO Inc.

Top Portfolio Positions

3,263 positions · $111,823,892,245 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

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,439,340	404,534	+0.3%	Shares	Sole	2026-05-06
2025-12-31	$2,056,065	403,150	+1.6%	Shares	Sole	2026-02-11
2025-09-30	$3,022,373	396,637	+21.9%	Shares	Sole	2025-11-12
2025-06-30	$1,116,025	325,372	+7.4%	Shares	Sole	2025-08-12
2025-03-31	$1,153,820	302,840	+14.3%	Shares	Sole	2025-05-07
2024-12-31	$1,154,702	264,840	-16.5%	Shares	Sole	2025-02-11
2024-09-30	$2,118,328	317,115	-0.1%	Shares	Sole	2024-11-08
2024-06-30	$1,320,092	317,330	-10.0%	Shares	Sole	2024-08-07
2024-03-31	$1,586,529	352,562	-1.2%	Shares	Sole	2024-05-10
2023-12-31	$3,236,529	356,839	-6.3%	Shares	Sole	2024-02-14
2023-09-30	$3,444,050	380,979	+3528.4%	Shares	Sole	2023-11-13
2023-09-30	$94,920	10,500	-96.4%	Call	Sole	2023-11-13
2023-06-30	$2,838,821	292,964	+6.8%	Shares	Sole	2023-07-31
2023-03-31	$2,884,028	274,408	+1.8%	Shares	Sole	2023-05-10
2022-12-31	$2,627,322	269,469	-4.7%	Shares	Sole	2023-02-07
2022-09-30	$4,460,749	282,863	+6.5%	Shares	Sole	2022-11-14
2022-06-30	$5,770,526	265,678	-10.3%	Shares	Sole	2022-08-12
2022-03-31	$6,236,020	296,248	+3.9%	Shares	Sole	2022-05-16
2021-12-31	$9,036,910	285,256	-10.7%	Shares	Sole	2022-02-14
2021-09-30	$11,385,281	319,542	-12.3%	Shares	Sole	2021-11-15
2021-06-30	$19,378,791	364,263	+4.3%	Shares	Sole	2021-08-13
2021-03-31	$13,610,139	349,157	+29.3%	Shares	Sole	2021-05-14
2020-12-31	$13,161,310	270,031	+146.5%	Shares	Sole	2021-02-12
2020-09-30	$2,324,226	109,530	+175.0%	Shares	Sole	2020-11-09
2020-06-30	$307,456	39,826	+14.1%	Shares	Sole	2020-08-13
2020-03-31	$97,049	34,910	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.