LPL Financial LLC
CIK
1403438
City
FORT MILL
State / Country
SC
Top Portfolio Positions
3,263 positions ·
$111,823,892,245 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 | 5.92% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,614,231 | $6,126,321,848 | 5.48% | |
| AAPL |
Apple Inc.
Technology
|
23,746,504 | $6,026,625,250 | 5.39% | |
| NVDA |
Nvidia Corp
Technology
|
33,530,760 | $5,847,764,544 | 5.23% | |
| MSFT |
Microsoft Corp
Technology
|
10,358,397 | $3,834,367,817 | 3.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,810,256 | $3,501,072,017 | 3.13% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,894,179 | $2,557,610,113 | 2.29% | |
| AVGO |
Broadcom Inc.
Technology
|
6,655,594 | $2,059,972,898 | 1.84% | |
| GLD |
Spdr Gold Trust
|
4,735,901 | $2,037,810,841 | 1.82% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,112,517 | $1,780,764,351 | 1.59% |
Portfolio Trend
Holdings in VKI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,464,736 | 400,085 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,029,577 | 770,787 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,084,573 | 693,794 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $249,492 | 29,808 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,378,902 | 395,656 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,279,099 | 375,183 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $302,472 | 32,489 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,291,679 | 258,363 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,504,737 | 294,675 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,281,483 | 269,998 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,223,991 | 165,181 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,266,394 | 150,582 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,432,531 | 160,778 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $591,876 | 68,903 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $182,643 | 22,493 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $175,168 | 18,556 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $218,582 | 20,897 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $262,868 | 21,582 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $214,227 | 17,207 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $163,076 | 13,356 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $158,233 | 13,353 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $135,314 | 11,922 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $145,740 | 13,482 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $157,381 | 15,046 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $148,483 | 14,458 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||