LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

Top Portfolio Positions

3,274 positions · $113,470,930,472 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	5.84%
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%

25 quarters · across all stocks

24 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$395,468	299,597	+9.2%	Shares	Sole	2026-05-06
2025-12-31	$512,841	274,247	+28.1%	Shares	Sole	2026-02-11
2025-09-30	$274,077	214,123	+21.3%	Shares	Sole	2025-11-12
2025-06-30	$218,912	176,542	-4.0%	Shares	Sole	2025-08-12
2025-03-31	$216,887	183,803	-0.8%	Shares	Sole	2025-05-07
2024-12-31	$338,956	185,222	-5.3%	Shares	Sole	2025-02-11
2024-09-30	$332,372	195,513	-2.9%	Shares	Sole	2024-11-08
2024-06-30	$275,975	201,442	+11.5%	Shares	Sole	2024-08-07
2024-03-31	$677,445	180,652	+0.3%	Shares	Sole	2024-05-10
2023-12-31	$1,767,516	180,175	+2.8%	Shares	Sole	2024-02-14
2023-09-30	$1,464,013	175,331	+13.2%	Shares	Sole	2023-11-13
2023-06-30	$2,060,768	154,945	-3.5%	Shares	Sole	2023-07-31
2023-03-31	$1,858,613	160,502	-21.8%	Shares	Sole	2023-05-10
2022-12-31	$1,678,257	205,166	-4.1%	Shares	Sole	2023-02-07
2022-09-30	$1,242,944	213,932	+6.2%	Shares	Sole	2022-11-14
2022-06-30	$890,563	201,485	+53.5%	Shares	Sole	2022-08-12
2022-03-31	$1,194,193	131,230	+30.4%	Shares	Sole	2022-05-16
2021-12-31	$2,058,951	100,633	+26.4%	Shares	Sole	2022-02-14
2021-09-30	$2,033,728	79,598	+0.2%	Shares	Sole	2021-11-15
2021-06-30	$2,777,317	79,420	+82.1%	Shares	Sole	2021-08-13
2021-03-31	$1,452,582	43,608	-0.2%	Shares	Sole	2021-05-14
2020-12-31	$1,133,448	43,695	+92.4%	Shares	Sole	2021-02-12
2020-09-30	$224,147	22,710	+15.7%	Shares	Sole	2020-11-09
2020-06-30	$67,706	19,625	—	Shares	Sole	2020-08-13
No 13F history on record for this holder in this stock.