LPL Financial LLC
Top Portfolio Positions
3,263 positions ·
$111,823,892,245 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 PFN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,446,127 | 1,225,853 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,860,355 | 1,314,714 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,920,296 | 1,307,022 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,750,299 | 1,184,073 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,585,798 | 1,138,700 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,263,286 | 1,109,166 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,590,795 | 1,127,401 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,600,716 | 1,060,072 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,898,021 | 1,058,716 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,858,443 | 948,609 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,112,568 | 624,062 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,418,280 | 612,799 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,562,722 | 496,893 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,941,834 | 416,101 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,945,221 | 426,226 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,125,176 | 394,593 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,461,314 | 398,769 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,004,190 | 419,287 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,545,163 | 448,241 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,623,941 | 421,124 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,328,219 | 421,033 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,306,145 | 534,355 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,458,643 | 491,040 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,368,892 | 501,595 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,679,135 | 353,448 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||