LPL Financial LLC
Top Portfolio Positions
3,263 positions ·
$111,823,892,245 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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
25 quarters · across all stocks
Holdings in NMAI
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,256,620 | 423,921 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,126,376 | 393,127 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,132,598 | 318,382 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,826,144 | 302,941 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,263,574 | 271,512 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,817,986 | 234,052 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,832,226 | 214,238 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,766,301 | 223,992 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,071,585 | 246,912 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,350,249 | 272,378 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,884,905 | 349,362 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,281,831 | 367,224 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,333,062 | 375,482 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,916,481 | 340,860 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,098,774 | 272,061 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,337,870 | 252,869 | Shares | Sole | 2022-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||