LPL Financial LLC
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 WDS
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,389,744 | 58,197 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $752,123 | 48,244 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $423,612 | 28,147 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $438,042 | 28,389 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $881,615 | 60,843 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $892,912 | 57,238 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $519,010 | 30,105 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $888,810 | 47,252 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,004,650 | 50,308 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,275,080 | 60,459 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,552,185 | 66,646 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,398,635 | 60,312 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,206,083 | 53,771 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,214,252 | 50,155 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,094,446 | 54,288 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,668,485 | 77,388 | Shares | Sole | 2022-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||