LPL Financial LLC
Top Portfolio Positions
3,274 positions ·
$113,470,930,472 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 | 5.84% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PHYS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,695,033 | 2,361,598 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $76,629,679 | 2,320,705 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $57,211,563 | 1,931,518 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $42,129,317 | 1,661,906 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $35,134,577 | 1,460,290 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $29,225,375 | 1,451,111 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $23,897,934 | 1,172,617 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $20,786,427 | 1,150,965 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $18,522,677 | 1,070,675 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,911,861 | 1,061,636 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,190,383 | 1,060,781 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,005,713 | 1,072,769 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $16,168,578 | 1,045,833 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $11,320,340 | 802,861 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,700,608 | 679,735 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,584,191 | 675,895 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,437,305 | 1,004,379 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,237,586 | 643,286 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,456,515 | 612,791 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,246,876 | 587,803 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $14,220,956 | 1,060,474 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,957,935 | 726,172 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,870,279 | 456,497 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,511,267 | 385,134 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,871,272 | 371,286 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||