LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

TFC — Truist Financial Corp

Top Portfolio Positions

3,278 positions · $113,265,928,518 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	5.85%
QQQ	Invesco Qqq Trust, Series 1	10,614,231	$6,126,321,848	5.41%
AAPL	Apple Inc. Technology	23,746,504	$6,026,625,250	5.32%
NVDA	Nvidia Corp Technology	33,530,760	$5,847,764,544	5.16%
MSFT	Microsoft Corp Technology	10,358,397	$3,834,367,817	3.39%
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	2.26%
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 TFC

Compact Export CSV

Shares Held

Position Value (USD)

34 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$827,460	18,000	-99.6%	Put	Sole	2026-05-06
2026-03-31	$227,132,575	4,940,887	+18544.9%	Shares	Sole	2026-05-06
2025-12-31	$1,304,065	26,500	-99.5%	Put	Sole	2026-02-11
2025-12-31	$239,400,351	4,864,872	+3.8%	Shares	Sole	2026-02-11
2025-09-30	$214,253,384	4,686,207	+12738.9%	Shares	Sole	2025-11-12
2025-09-30	$1,668,780	36,500	-67.2%	Put	Sole	2025-11-12
2025-06-30	$4,780,488	111,200	-97.5%	Put	Sole	2025-08-12
2025-06-30	$188,611,660	4,387,338	+6.8%	Shares	Sole	2025-08-12
2025-03-31	$169,103,085	4,109,431	+7304.4%	Shares	Sole	2025-05-07
2025-03-31	$2,283,825	55,500	-98.6%	Put	Sole	2025-05-07
2024-12-31	$168,145,781	3,876,113	+6.8%	Shares	Sole	2025-02-11
2024-09-30	$155,287,647	3,630,761	+59420.7%	Shares	Sole	2024-11-08
2024-06-30	$236,985	6,100	-99.8%	Put	Sole	2024-08-07
2024-06-30	$116,792,152	3,006,233	+2526146.2%	Shares	Sole	2024-08-07
2024-03-31	$4,638	119	-100.0%	Put	Sole	2024-05-10
2024-03-31	$123,477,179	3,167,706	+6.8%	Shares	Sole	2024-05-10
2023-12-31	$109,477,509	2,965,263	+20636.1%	Shares	Sole	2024-02-14
2023-12-31	$527,956	14,300	-99.5%	Put	Sole	2024-02-14
2023-09-30	$74,418,014	2,601,119	+10.4%	Shares	Sole	2023-11-13
2023-06-30	$71,538,440	2,357,115	+13684.3%	Shares	Sole	2023-07-31
2023-06-30	$518,985	17,100	-99.1%	Put	Sole	2023-07-31
2023-03-31	$66,232,498	1,942,302	+27.4%	Shares	Sole	2023-05-10
2022-12-31	$65,626,085	1,525,124	+11.6%	Shares	Sole	2023-02-07
2022-09-30	$59,519,484	1,367,007	+14.8%	Shares	Sole	2022-11-14
2022-06-30	$56,493,019	1,191,082	+32.4%	Shares	Sole	2022-08-12
2022-03-31	$50,999,211	899,457	+13.9%	Shares	Sole	2022-05-16
2021-12-31	$46,245,483	789,846	+9.6%	Shares	Sole	2022-02-14
2021-09-30	$42,257,266	720,499	+23.1%	Shares	Sole	2021-11-15
2021-06-30	$32,491,753	585,437	+8.4%	Shares	Sole	2021-08-13
2021-03-31	$31,497,290	540,077	+22.8%	Shares	Sole	2021-05-14
2020-12-31	$21,085,701	439,927	+5.0%	Shares	Sole	2021-02-12
2020-09-30	$15,937,623	418,860	-3.9%	Shares	Sole	2020-11-09
2020-06-30	$16,374,015	436,059	+9.8%	Shares	Sole	2020-08-13
2020-03-31	$12,245,392	397,062	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.