LPL Financial LLC
Top Portfolio Positions
3,265 positions ·
$113,459,383,224 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
24 quarters · across all stocks
Holdings in SVM
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,037,484 | 96,600 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $464,715 | 73,531 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $328,615 | 77,871 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $394,472 | 101,931 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $345,753 | 115,251 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $407,161 | 93,172 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $184,783 | 54,995 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $126,129 | 38,690 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $102,017 | 38,790 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $252,702 | 107,533 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $74,983 | 26,590 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $90,560 | 23,707 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $200,726 | 67,813 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $154,045 | 66,114 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $254,532 | 102,634 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $354,238 | 97,856 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $124,843 | 33,203 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $192,999 | 50,656 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $731,042 | 133,159 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $391,724 | 79,781 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $536,979 | 80,266 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $531,973 | 73,477 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $119,187 | 22,195 | Shares | Sole | 2020-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||