LPL Financial LLC
Top Portfolio Positions
3,266 positions ·
$113,459,488,838 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 RWT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,338,237 | 238,545 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,279,520 | 231,378 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,679,389 | 290,050 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,589,370 | 268,929 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $900,587 | 148,367 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $949,847 | 145,459 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,005,070 | 130,022 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $814,903 | 125,563 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $667,607 | 104,805 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $782,792 | 105,640 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $764,328 | 107,199 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $672,015 | 105,497 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $727,401 | 107,923 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $655,895 | 97,026 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $586,742 | 102,220 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $686,390 | 89,026 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $638,718 | 60,657 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $738,455 | 55,986 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $532,640 | 41,322 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $469,366 | 38,887 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $346,528 | 33,288 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $223,890 | 25,500 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $225,103 | 29,934 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $184,534 | 26,362 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $264,734 | 52,319 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||