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 |
|---|---|---|---|---|
| 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 PATH
Shares Held
Position Value (USD)
21 of 21 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,683,645 | 421,950 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $204,875 | 12,500 | Call | Sole | 2026-02-11 | |
| 2025-12-31 | $8,732,444 | 532,791 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $207,390 | 15,500 | Call | Sole | 2025-11-12 | |
| 2025-09-30 | $3,343,233 | 249,868 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,949,094 | 230,398 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,112,231 | 205,071 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,662,160 | 209,454 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,926,131 | 228,604 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,207,963 | 252,994 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,511,008 | 243,097 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,618,492 | 145,672 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,406,179 | 140,630 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,037,761 | 183,329 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,758,862 | 100,163 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,415,525 | 111,371 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,342,195 | 106,439 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,009,299 | 165,437 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $5,564,416 | 129,015 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,913,752 | 55,384 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,800,960 | 26,512 | Shares | Sole | 2021-08-13 | |
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