Institutional manager

LPL Financial LLC

Holds positions in 512 of the S&P 500, worth $84.8bn as reported for the quarter ended 31-mar-2026.

Positions held512of 488 index companies covered

Reported value$84.8bnS&P 500 positions only

Top ten weight38%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 512 held. The rest are smaller than every one of these.

Apple Inc.AAPL23.7m$6.01bnInformation Technology NvidiaNVDA33.5m$5.84bnInformation Technology Alphabet Inc. (Class A)GOOGL15.1m$4.34bnCommunication Services MicrosoftMSFT10.3m$3.83bnInformation Technology AmazonAMZN16.8m$3.49bnConsumer Discretionary BroadcomAVGO6.6m$2.06bnInformation Technology Meta PlatformsMETA3.1m$1.77bnCommunication Services Berkshire HathawayBRK.B3.4m$1.72bnFinancials JPMorgan ChaseJPM5.4m$1.59bnFinancials Tesla, Inc.TSLA3.4m$1.25bnConsumer Discretionary ExxonMobilXOM7.1m$1.21bnEnergy Johnson & JohnsonJNJ4.9m$1.20bnHealth Care CostcoCOST1.1m$1.11bnConsumer Staples WalmartWMT8.9m$1.11bnConsumer Staples Lilly (Eli)LLY1.2m$1.10bnHealth Care Chevron CorporationCVX4.4m$900mEnergy Visa Inc.V2.9m$885mFinancials AbbVieABBV3.9m$858mHealth Care Caterpillar Inc.CAT1.1m$779mIndustrials Palantir TechnologiesPLTR5.1m$747mInformation Technology NetflixNFLX7.7m$744mCommunication Services Home Depot (The)HD2.2m$732mConsumer Discretionary Taiwan Semiconductor ManufacturingTSM2.1m$708m Procter & GamblePG4.2m$600mConsumer Staples RTX CorporationRTX2.9m$554mIndustrials MastercardMA1.1m$531mFinancials CiscoCSCO6.7m$518mInformation Technology VerizonVZ10.2m$513mCommunication Services McDonald'sMCD1.6m$501mConsumer Discretionary Advanced Micro DevicesAMD2.4m$493mInformation Technology IBMIBM2.0m$484mInformation Technology Micron TechnologyMU1.4m$466mInformation Technology Coca-Cola Company (The)KO6.0m$459mConsumer Staples Merck & Co.MRK3.8m$455mHealth Care Lockheed MartinLMT739,164$447mIndustrials Philip Morris InternationalPM2.7m$439mConsumer Staples GE AerospaceGE1.5m$432mIndustrials Bank of AmericaBAC8.7m$422mFinancials Goldman SachsGS492,177$416mFinancials GE VernovaGEV472,637$413mIndustrials AmgenAMGN1.2m$410mHealth Care PepsiCoPEP2.5m$388mConsumer Staples Oracle CorporationORCL2.6m$385mInformation Technology NextEra EnergyNEE4.1m$379mUtilities PfizerPFE13.4m$376mHealth Care AT&TT12.0m$348mCommunication Services UnitedHealth GroupUNH1.3m$344mHealth Care Union Pacific CorporationUNP1.4m$336mIndustrials Morgan StanleyMS2.0m$328mFinancials Duke EnergyDUK2.5m$325mUtilities Lam ResearchLRCX1.5m$317mInformation Technology AltriaMO4.6m$304mConsumer Staples Southern CompanySO3.1m$296mUtilities Applied MaterialsAMAT863,800$295mInformation Technology BoeingBA1.5m$291mIndustrials ASML HoldingASML214,630$283m Palo Alto NetworksPANW1.8m$281mInformation Technology American ExpressAXP912,858$276mFinancials CrowdStrikeCRWD700,499$273mInformation Technology Eaton CorporationETN734,953$263mIndustrials

What this page is not

Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.