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	$3,971,620	276,768	+105.0%	Shares	Sole	2026-05-06
2025-12-31	$1,903,739	135,017	+1.5%	Shares	Sole	2026-02-11
2025-09-30	$1,923,122	132,996	+1.8%	Shares	Sole	2025-11-12
2025-06-30	$1,835,969	130,674	-4.5%	Shares	Sole	2025-08-12
2025-03-31	$1,966,678	136,860	+29.4%	Shares	Sole	2025-05-07
2024-12-31	$1,601,976	105,741	+23.6%	Shares	Sole	2025-02-11
2024-09-30	$1,292,705	85,553	+13.8%	Shares	Sole	2024-11-08
2024-06-30	$1,089,561	75,194	-0.5%	Shares	Sole	2024-08-07
2024-03-31	$1,091,548	75,592	+2.2%	Shares	Sole	2024-05-10
2023-12-31	$1,092,818	73,939	-23.0%	Shares	Sole	2024-02-14
2023-09-30	$1,277,584	96,059	-24.8%	Shares	Sole	2023-11-13
2023-06-30	$1,841,727	127,809	+25.4%	Shares	Sole	2023-07-31
2023-03-31	$1,458,661	101,933	+39.5%	Shares	Sole	2023-05-10
2022-12-31	$1,016,278	73,061	+32.2%	Shares	Sole	2023-02-07
2022-09-30	$720,655	55,265	-3.1%	Shares	Sole	2022-11-14
2022-06-30	$780,822	57,036	+21.6%	Shares	Sole	2022-08-12
2022-03-31	$676,694	46,895	-32.0%	Shares	Sole	2022-05-16
2021-12-31	$1,102,412	68,987	+89.3%	Shares	Sole	2022-02-14
2021-09-30	$633,240	36,435	+2.7%	Shares	Sole	2021-11-15
2021-06-30	$649,020	35,485	-8.8%	Shares	Sole	2021-08-13
2021-03-31	$676,731	38,915	-52.4%	Shares	Sole	2021-05-14
2020-12-31	$1,455,114	81,748	+12.0%	Shares	Sole	2021-02-12
2020-09-30	$1,218,119	72,985	+2.5%	Shares	Sole	2020-11-09
2020-06-30	$1,115,961	71,171	-15.8%	Shares	Sole	2020-08-13
2020-03-31	$1,265,309	84,523	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.