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	$1,223,647	81,959	+22.0%	Shares	Sole	2026-05-06
2025-12-31	$994,817	67,172	+63.1%	Shares	Sole	2026-02-11
2025-09-30	$639,758	41,195	+37.8%	Shares	Sole	2025-11-12
2025-06-30	$466,393	29,897	-3.5%	Shares	Sole	2025-08-12
2025-03-31	$493,670	30,990	+12.7%	Shares	Sole	2025-05-07
2024-12-31	$472,828	27,490	-7.9%	Shares	Sole	2025-02-11
2024-09-30	$524,815	29,836	+8.3%	Shares	Sole	2024-11-08
2024-06-30	$426,443	27,548	+4.0%	Shares	Sole	2024-08-07
2024-03-31	$414,131	26,479	-2.7%	Shares	Sole	2024-05-10
2023-12-31	$381,268	27,214	+0.5%	Shares	Sole	2024-02-14
2023-09-30	$338,425	27,074	+10.2%	Shares	Sole	2023-11-13
2023-06-30	$314,613	24,560	+16.6%	Shares	Sole	2023-07-31
2023-03-31	$257,215	21,066	-1.9%	Shares	Sole	2023-05-10
2022-12-31	$258,534	21,473	+0.7%	Shares	Sole	2023-02-07
2022-09-30	$240,253	21,318	-22.1%	Shares	Sole	2022-11-14
2022-06-30	$337,309	27,379	+9.2%	Shares	Sole	2022-08-12
2022-03-31	$366,581	25,074	0.0%	Shares	Sole	2022-05-16
2021-12-31	$381,124	25,074	+4.9%	Shares	Sole	2022-02-14
2021-09-30	$328,864	23,900	+6.7%	Shares	Sole	2021-11-15
2021-06-30	$322,921	22,394	+33.7%	Shares	Sole	2021-08-13
2021-03-31	$212,775	16,754	-2.4%	Shares	Sole	2021-05-14
2020-12-31	$199,902	17,159	+7.4%	Shares	Sole	2021-02-12
2020-09-30	$162,924	15,973	-59.1%	Shares	Sole	2020-11-09
2020-06-30	$391,240	39,085	+137.8%	Shares	Sole	2020-08-13
2020-03-31	$132,449	16,433	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.