LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

Top Portfolio Positions

3,263 positions · $111,823,892,245 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%

41 quarters · across all stocks

Compact Export CSV

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,396,714	227,108	+20.4%	Shares	Sole	2026-05-06
2025-12-31	$1,182,553	188,605	+58.9%	Shares	Sole	2026-02-11
2025-09-30	$716,990	118,707	-4.1%	Shares	Sole	2025-11-12
2025-06-30	$740,359	123,806	+7.2%	Shares	Sole	2025-08-12
2025-03-31	$707,923	115,485	+32.3%	Shares	Sole	2025-05-07
2024-12-31	$521,300	87,320	-23.3%	Shares	Sole	2025-02-11
2024-09-30	$741,593	113,916	-6.8%	Shares	Sole	2024-11-08
2024-06-30	$758,074	122,270	-12.8%	Shares	Sole	2024-08-07
2024-03-31	$839,845	140,208	-2.8%	Shares	Sole	2024-05-10
2023-12-31	$876,736	144,200	-10.0%	Shares	Sole	2024-02-14
2023-09-30	$876,140	160,172	-1.5%	Shares	Sole	2023-11-13
2023-06-30	$990,142	162,585	-5.0%	Shares	Sole	2023-07-31
2023-03-31	$1,049,137	171,148	+9.3%	Shares	Sole	2023-05-10
2022-12-31	$983,548	156,616	+15.5%	Shares	Sole	2023-02-07
2022-09-30	$765,066	135,650	+11.0%	Shares	Sole	2022-11-14
2022-06-30	$808,970	122,201	+2.3%	Shares	Sole	2022-08-12
2022-03-31	$844,766	119,486	-10.1%	Shares	Sole	2022-05-16
2021-12-31	$1,166,155	132,971	+1.2%	Shares	Sole	2022-02-14
2021-09-30	$1,095,342	131,336	+1.4%	Shares	Sole	2021-11-15
2021-06-30	$1,135,460	129,471	-5.0%	Shares	Sole	2021-08-13
2021-03-31	$1,110,241	136,226	-4.1%	Shares	Sole	2021-05-14
2020-12-31	$1,146,085	142,018	-2.8%	Shares	Sole	2021-02-12
2020-09-30	$1,119,187	146,108	+3.9%	Shares	Sole	2020-11-09
2020-06-30	$1,031,081	140,666	+6.9%	Shares	Sole	2020-08-13
2020-03-31	$947,044	131,534	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.