LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

Top Portfolio Positions

3,274 positions · $113,470,930,472 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	$14,582,795	1,533,417	+42.6%	Shares	Sole	2026-05-06
2025-12-31	$10,293,999	1,075,653	+11.6%	Shares	Sole	2026-02-11
2025-09-30	$9,317,460	963,543	+407.5%	Shares	Sole	2025-11-12
2025-06-30	$1,742,786	189,846	-64.4%	Shares	Sole	2025-08-12
2025-03-31	$5,057,211	532,899	+17.8%	Shares	Sole	2025-05-07
2024-12-31	$4,395,792	452,242	+214.7%	Shares	Sole	2025-02-11
2024-09-30	$1,476,045	143,724	-56.4%	Shares	Sole	2024-11-08
2024-06-30	$3,324,545	329,816	-3.7%	Shares	Sole	2024-08-07
2024-03-31	$3,332,515	342,499	+7.7%	Shares	Sole	2024-05-10
2023-12-31	$3,056,374	318,041	+71.0%	Shares	Sole	2024-02-14
2023-09-30	$1,530,771	185,999	+0.5%	Shares	Sole	2023-11-13
2023-06-30	$1,751,083	185,104	+0.2%	Shares	Sole	2023-07-31
2023-03-31	$1,811,936	184,703	+90.3%	Shares	Sole	2023-05-10
2022-12-31	$962,003	97,074	+37.8%	Shares	Sole	2023-02-07
2022-09-30	$641,781	70,448	-20.9%	Shares	Sole	2022-11-14
2022-06-30	$920,031	89,064	+17.8%	Shares	Sole	2022-08-12
2022-03-31	$865,826	75,618	+10.7%	Shares	Sole	2022-05-16
2021-12-31	$943,374	68,311	+1.5%	Shares	Sole	2022-02-14
2021-09-30	$921,665	67,324	+24.9%	Shares	Sole	2021-11-15
2021-06-30	$733,162	53,909	-6.2%	Shares	Sole	2021-08-13
2021-03-31	$757,520	57,475	-8.4%	Shares	Sole	2021-05-14
2020-12-31	$804,262	62,735	-1.4%	Shares	Sole	2021-02-12
2020-09-30	$777,705	63,642	+2.9%	Shares	Sole	2020-11-09
2020-06-30	$733,671	61,861	+10.8%	Shares	Sole	2020-08-13
2020-03-31	$639,047	55,812	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.