LPL Financial LLC
Top Portfolio Positions
3,251 positions ·
$111,798,603,650 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
Holdings in OMF
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,439,224 | 157,772 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,971,954 | 177,231 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,654,660 | 171,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,443,418 | 165,674 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,127,522 | 166,275 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,436,510 | 161,836 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,182,458 | 152,591 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,196,012 | 148,402 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,165,163 | 81,526 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,867,169 | 78,601 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,237,467 | 80,755 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,813,941 | 64,407 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,303,150 | 62,113 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,078,377 | 62,395 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,886,741 | 63,914 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,224,371 | 59,507 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,444,364 | 51,558 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,362,337 | 87,177 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,594,658 | 83,041 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,114,696 | 85,373 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,322,042 | 80,455 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,022,949 | 83,533 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,213,281 | 38,825 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,498,363 | 61,058 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $703,157 | 36,776 | Shares | Sole | 2020-05-14 | |
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