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	$3,563,691	470,765	+16.1%	Shares	Sole	2026-05-06
2025-12-31	$3,056,806	405,412	-8.7%	Shares	Sole	2026-02-11
2025-09-30	$3,513,353	444,166	+136.2%	Shares	Sole	2025-11-12
2025-06-30	$1,400,868	188,036	-4.7%	Shares	Sole	2025-08-12
2025-03-31	$1,597,627	197,238	+159.6%	Shares	Sole	2025-05-07
2024-12-31	$614,589	75,969	+13.0%	Shares	Sole	2025-02-11
2024-09-30	$631,364	67,238	+9.8%	Shares	Sole	2024-11-08
2024-06-30	$522,564	61,262	+130.3%	Shares	Sole	2024-08-07
2024-03-31	$226,117	26,602	-55.5%	Shares	Sole	2024-05-10
2023-12-31	$496,497	59,819	-56.8%	Shares	Sole	2024-02-14
2023-09-30	$1,063,650	138,316	-21.1%	Shares	Sole	2023-11-13
2023-06-30	$1,583,771	175,196	+2.5%	Shares	Sole	2023-07-31
2023-03-31	$1,604,243	170,846	+44.8%	Shares	Sole	2023-05-10
2022-12-31	$1,066,783	118,007	+434.7%	Shares	Sole	2023-02-07
2022-06-30	$237,021	22,069	-46.6%	Shares	Sole	2022-08-12
2022-03-31	$475,318	41,332	+7.8%	Shares	Sole	2022-05-16
2021-12-31	$559,986	38,329	+6.1%	Shares	Sole	2022-02-14
2021-09-30	$532,615	36,134	+61.0%	Shares	Sole	2021-11-15
2021-06-30	$338,425	22,442	-12.5%	Shares	Sole	2021-08-13
2021-03-31	$381,805	25,659	+14.0%	Shares	Sole	2021-05-14
2020-12-31	$321,735	22,499	+0.2%	Shares	Sole	2021-02-12
2020-09-30	$303,196	22,459	+16.1%	Shares	Sole	2020-11-09
2020-06-30	$260,217	19,347	-29.8%	Shares	Sole	2020-08-13
2020-03-31	$348,634	27,560	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.