LPL Financial LLC
Top Portfolio Positions
2,779 positions ·
$110,333,919,489 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
10,364,761 | $7,067,937,821 | 6.41% |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,772,687 | $6,617,769,350 | 6.00% |
| AAPL |
Apple Inc.
|
23,662,389 | $6,432,857,073 | 5.83% |
| NVDA |
Nvidia Corp
Technology
|
33,202,518 | $6,192,269,607 | 5.61% |
| MSFT |
Microsoft Corp
Technology
|
10,028,120 | $4,849,799,394 | 4.40% |
| AMZN |
Amazon Com Inc
|
16,524,079 | $3,814,087,914 | 3.46% |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,707,571 | $2,725,469,723 | 2.47% |
| AVGO |
Broadcom Inc.
Technology
|
6,347,628 | $2,196,914,050 | 1.99% |
| META |
Meta Platforms, Inc.
Communication Services
|
3,056,169 | $2,017,346,595 | 1.83% |
| GLD |
Spdr Gold Trust
|
4,810,571 | $1,906,477,393 | 1.73% |
Portfolio Trend
Holdings in OLED
Export CSVShares Held
Position Value (USD)
30 of 30 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $5,584,302 | 47,819 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,411,403 | 58,563 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,052,128 | 58,605 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,426,126 | 60,411 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,408,100 | 50,671 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,678,525 | 41,346 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,497,929 | 16,637 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,554,207 | 15,163 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,571,108 | 13,443 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $784,950 | 5,000 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $2,000,837 | 12,745 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,349,345 | 9,362 | Shares | Sole | 2023-07-31 | |
| 2023-06-30 | $720,650 | 5,000 | Call | Sole | 2023-07-31 | |
| 2023-03-31 | $2,223,788 | 14,335 | Shares | Sole | 2023-05-10 | |
| 2023-03-31 | $775,650 | 5,000 | Call | Sole | 2023-05-10 | |
| 2022-12-31 | $540,200 | 5,000 | Call | Sole | 2023-02-07 | |
| 2022-12-31 | $2,070,046 | 19,160 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $471,750 | 5,000 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $1,811,331 | 19,198 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $505,700 | 5,000 | Call | Sole | 2022-08-12 | |
| 2022-06-30 | $1,816,069 | 17,956 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,964,364 | 17,756 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,970,128 | 11,938 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,592,150 | 9,313 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,367,551 | 6,151 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,789,507 | 7,558 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,877,466 | 8,170 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,535,567 | 8,496 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $851,038 | 5,688 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $948,157 | 7,195 | Shares | Sole | 2020-05-14 | |
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