LPL Financial LLC
Top Portfolio Positions
3,266 positions ·
$113,459,488,838 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 TREE
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $457,529 | 10,670 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $634,000 | 11,942 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $889,325 | 13,739 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $466,970 | 12,597 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $568,453 | 11,308 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $431,365 | 11,132 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $795,591 | 13,710 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $525,032 | 12,624 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $504,438 | 11,914 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $324,818 | 10,713 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $166,656 | 10,752 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $237,571 | 10,745 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $286,248 | 10,737 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $227,463 | 10,664 | Shares | Sole | 2023-02-07 | |
| 2022-03-31 | $305,637 | 2,554 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $225,338 | 1,838 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $239,424 | 1,130 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $823,884 | 3,868 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $815,894 | 2,980 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $537,057 | 1,750 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $404,762 | 1,398 | Shares | Sole | 2020-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||