LPL Financial LLC
Top Portfolio Positions
3,274 positions ·
$113,470,930,472 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 SGOL
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,385,831 | 2,272,206 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $84,610,791 | 2,059,659 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $64,745,587 | 1,758,913 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $43,583,202 | 1,381,839 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $42,703,671 | 1,432,048 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $34,269,226 | 1,368,033 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $22,739,860 | 904,889 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $17,399,304 | 783,047 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $15,953,321 | 751,098 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,642,142 | 843,067 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,479,318 | 818,503 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,129,671 | 769,171 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $13,196,659 | 699,346 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,197,098 | 526,451 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,251,258 | 392,667 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,535,347 | 550,222 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,712,818 | 415,114 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $5,686,436 | 337,474 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,563,372 | 386,308 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,563,574 | 705,096 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,694,652 | 803,865 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $14,685,981 | 809,145 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $7,562,048 | 441,193 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,424,721 | 94,041 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||