LPL Financial LLC
Top Portfolio Positions
3,274 positions ·
$113,470,930,472 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 | 5.84% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,614,231 | $6,126,321,848 | 5.40% | |
| AAPL |
Apple Inc.
Technology
|
23,746,504 | $6,026,625,250 | 5.31% | |
| NVDA |
Nvidia Corp
Technology
|
33,530,760 | $5,847,764,544 | 5.15% | |
| MSFT |
Microsoft Corp
Technology
|
10,358,397 | $3,834,367,817 | 3.38% | |
| 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 | 2.25% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OBDC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,925,106 | 2,524,874 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $31,797,618 | 2,558,135 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $30,487,161 | 2,387,405 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $34,043,188 | 2,374,002 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $30,431,902 | 2,075,846 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $29,539,686 | 1,953,683 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $28,036,963 | 1,924,294 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $27,171,563 | 1,768,982 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $27,090,178 | 1,761,390 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $25,338,432 | 1,716,696 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $23,637,601 | 1,706,686 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,991,966 | 1,564,230 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $18,138,211 | 1,438,399 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $16,345,779 | 1,415,219 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,317,361 | 994,924 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,621,481 | 1,023,640 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,550,067 | 984,443 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,258,503 | 936,335 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,925,016 | 986,191 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,614,509 | 813,911 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,204,065 | 741,036 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,980,686 | 551,397 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,735,317 | 558,484 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,495,937 | 445,737 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,004,785 | 260,380 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||