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 PH
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $149,176,526 | 166,633 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $142,876,705 | 162,552 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $130,655,780 | 172,335 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $88,883,799 | 127,255 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $80,927,933 | 133,138 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $75,602,978 | 118,867 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $65,471,715 | 103,624 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $49,926,987 | 98,707 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $57,029,611 | 102,610 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $49,282,921 | 106,974 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,761,422 | 102,078 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $32,755,559 | 83,980 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $17,055,229 | 50,743 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $15,581,304 | 53,544 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,078,170 | 45,719 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,319,583 | 41,941 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,497,163 | 33,469 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,083,449 | 31,697 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,334,353 | 29,806 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,233,311 | 26,809 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,893,635 | 25,025 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,447,399 | 23,668 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,504,326 | 17,319 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,252,754 | 12,292 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,221,018 | 9,412 | Shares | Sole | 2020-05-14 | |
| No quarters match your search. | ||||||