LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

Top Portfolio Positions

3,265 positions · $113,459,383,224 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	5.84%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$336,221	67,379	-1.3%	Shares	Sole	2026-05-06
2025-12-31	$446,420	68,260	+8.9%	Shares	Sole	2026-02-11
2025-09-30	$361,698	62,686	+24.3%	Shares	Sole	2025-11-12
2025-06-30	$353,444	50,420	+3.4%	Shares	Sole	2025-08-12
2025-03-31	$340,268	48,749	+22.2%	Shares	Sole	2025-05-07
2024-12-31	$294,299	39,878	-36.1%	Shares	Sole	2025-02-11
2024-09-30	$440,889	62,449	-41.3%	Shares	Sole	2024-11-08
2024-06-30	$854,544	106,419	-33.4%	Shares	Sole	2024-08-07
2024-03-31	$1,514,553	159,763	+104.4%	Shares	Sole	2024-05-10
2023-12-31	$848,850	78,163	-9.2%	Shares	Sole	2024-02-14
2023-09-30	$899,988	86,041	+0.7%	Shares	Sole	2023-11-13
2023-06-30	$1,006,707	85,459	+8.8%	Shares	Sole	2023-07-31
2023-03-31	$948,799	78,543	-1.3%	Shares	Sole	2023-05-10
2022-12-31	$829,821	79,561	+11.0%	Shares	Sole	2023-02-07
2022-09-30	$778,303	71,667	+45.7%	Shares	Sole	2022-11-14
2022-06-30	$626,680	49,190	+22.9%	Shares	Sole	2022-08-12
2022-03-31	$698,749	40,020	-4.5%	Shares	Sole	2022-05-16
2021-12-31	$752,721	41,911	-0.2%	Shares	Sole	2022-02-14
2021-09-30	$664,947	41,979	+8.8%	Shares	Sole	2021-11-15
2021-06-30	$586,273	38,596	+7.5%	Shares	Sole	2021-08-13
2021-03-31	$518,798	35,903	+3.5%	Shares	Sole	2021-05-14
2020-12-31	$452,253	34,682	-20.4%	Shares	Sole	2021-02-12
2020-09-30	$480,913	43,561	+28.3%	Shares	Sole	2020-11-09
2020-06-30	$349,067	33,956	-4.4%	Shares	Sole	2020-08-13
2020-03-31	$203,781	35,502	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.