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 RVT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,840,978 | 2,279,577 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $36,338,231 | 2,257,033 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $33,270,076 | 2,062,621 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $30,786,611 | 2,045,622 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $27,336,399 | 1,919,691 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $19,909,785 | 1,260,113 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $14,389,301 | 916,516 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $13,038,859 | 901,096 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $13,681,610 | 901,886 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,217,844 | 907,819 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,555,084 | 897,831 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,270,063 | 889,135 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $12,121,334 | 893,245 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,602,653 | 724,182 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,858,354 | 705,845 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,223,888 | 660,264 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,923,006 | 642,908 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,897,810 | 607,341 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,721,734 | 484,003 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,619,391 | 348,940 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,978,925 | 330,145 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,026,431 | 311,427 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,467,303 | 274,312 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,241,176 | 258,467 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,286,877 | 236,492 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||