Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $320 Billion
  • Q3 2025

Lpl Financial LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $320 Billion distributed in 5793 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $6.76B, Spdr S&P 500 ETF Trust with a value of $6.62B, Invesco Qqq Trust, Series 1 with a value of $6.34B, Nvidia Corp with a value of $6.12B, and Apple Inc. with a value of $5.82B.

Examining the 13F form we can see an increase of $36.9B in the current position value, from $283B to 320B.

Lpl Financial LLC is based out at Fort Mill, SC

Below you can find more details about Lpl Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $320 Billion
ETFs: $227 Billion
Technology: $29.7 Billion
Financial Services: $13.5 Billion
Consumer Cyclical: $9.49 Billion
Communication Services: $8.5 Billion
Industrials: $8.06 Billion
Healthcare: $7.47 Billion
Consumer Defensive: $5.32 Billion
Other: $9.13 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.76 Billion 2.11% of portfolio
10,097,239
Q3 2025 Added 8.38%
$0
$6.62 Billion 2.07% of portfolio
9,941,748
Q3 2025 Added 3.24%
$0
$6.34 Billion 1.98% of portfolio
10,564,843
Q3 2025 Added 4.06%
$465B
$6.12 Billion 1.91% of portfolio
32,791,518
Q3 2025 Added 4.28%
$4.3T
$5.82 Billion 1.82% of portfolio
22,850,810
Q3 2025 Added 6.3%
$3.78T
$4.92 Billion 1.54% of portfolio
9,505,943
Q3 2025 Added 6.09%
$0
$4.53 Billion 1.42% of portfolio
13,801,841
Q3 2025 Added 2.11%
$0
$4.09 Billion 1.28% of portfolio
39,178,649
Q3 2025 Added 3.49%
$0
$3.88 Billion 1.21% of portfolio
6,342,201
Q3 2025 Added 3.71%
$0
$3.8 Billion 1.19% of portfolio
48,460,325
Q3 2025 Added 8.33%
$0
$3.6 Billion 1.13% of portfolio
18,522,897
Q3 2025 Reduced 4.84%
$2.39T
$3.48 Billion 1.09% of portfolio
15,868,881
Q3 2025 Added 6.82%
$0
$3.4 Billion 1.06% of portfolio
38,989,201
Q3 2025 Added 2.75%
$0
$2.62 Billion 0.82% of portfolio
5,466,752
Q3 2025 Added 2.45%
$0
$2.55 Billion 0.8% of portfolio
26,798,274
Q3 2025 Added 5.71%
$0
$2.57 Billion 0.8% of portfolio
111,201,014
Q3 2025 Added 5.18%
$0
$2.52 Billion 0.79% of portfolio
46,995,248
Q3 2025 Added 9.58%
$0
$2.42 Billion 0.76% of portfolio
40,888,680
Q3 2025 Added 27.09%
$0
$2.41 Billion 0.75% of portfolio
9,765,868
Q3 2025 Added 11.05%
$0
$2.35 Billion 0.73% of portfolio
19,458,986
Q3 2025 Added 4.46%
$0
$2.31 Billion 0.72% of portfolio
14,033,355
Q3 2025 Added 2.85%
$0
$2.21 Billion 0.69% of portfolio
52,585,686
Q3 2025 Added 22.69%
$0
$2.16 Billion 0.68% of portfolio
7,679,418
Q3 2025 Added 1.3%
$1.37T
$2.11 Billion 0.66% of portfolio
2,869,423
Q3 2025 Added 8.23%
$0
$2.08 Billion 0.65% of portfolio
44,541,325
Q3 2025 Reduced 5.71%
$1.65T
$2.04 Billion 0.64% of portfolio
8,398,313
Q3 2025 Added 8.71%
$139B
$2 Billion 0.63% of portfolio
6,072,824
Q3 2025 Added 6.02%
$0
$1.97 Billion 0.62% of portfolio
10,583,264
Q3 2025 Added 2.34%
$0
$1.96 Billion 0.61% of portfolio
16,532,634
Q3 2025 Added 1.65%
$0
$1.86 Billion 0.58% of portfolio
27,596,346
Q3 2025 Added 6.57%
$0
$1.81 Billion 0.57% of portfolio
27,717,607
Q3 2025 Added 6.77%
$0
$1.78 Billion 0.56% of portfolio
7,367,450
Q3 2025 Added 4.46%
$0
$1.76 Billion 0.55% of portfolio
8,546,412
Q3 2025 Added 8.02%
$0
$1.73 Billion 0.54% of portfolio
3,691,684
Q3 2025 Added 5.8%
$0
$1.7 Billion 0.53% of portfolio
38,596,360
Q3 2025 Added 28.47%
$0
$1.7 Billion 0.53% of portfolio
28,451,306
Q3 2025 Added 1.3%
$662B
$1.65 Billion 0.52% of portfolio
3,290,702
Q3 2025 Added 3.41%
$881B
$1.65 Billion 0.51% of portfolio
5,217,634
Q3 2025 Added 8.7%
$130B
$1.62 Billion 0.51% of portfolio
4,552,349
Q3 2025 Added 7.51%
$0
$1.58 Billion 0.49% of portfolio
15,836,920
Q3 2025 Added 4.26%
$0
$1.58 Billion 0.49% of portfolio
46,743,277
Q3 2025 Added 4.18%
$0
$1.46 Billion 0.46% of portfolio
34,051,047
Q3 2025 Added 13.48%
$1.74T
$1.45 Billion 0.45% of portfolio
5,965,548
Q3 2025 Added 4.58%
$0
$1.4 Billion 0.44% of portfolio
42,012,498
Q3 2025 Added 5.59%
$0
$1.41 Billion 0.44% of portfolio
20,731,397
Q3 2025 Reduced 8.69%
$1.29T
$1.4 Billion 0.44% of portfolio
3,150,336
Q3 2025 Added 2.47%
$0
$1.36 Billion 0.43% of portfolio
47,092,606
Q3 2025 Added 6.61%
$0
$1.3 Billion 0.41% of portfolio
24,158,554
Q3 2025 Added 15.65%
$0
$1.31 Billion 0.41% of portfolio
17,615,073
Q3 2025 Added 8.16%

Summary

  • Portfolio
  • No. of Stocks 5,793
  • Current Value $320 Billion
  • Prior Value $283 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 402 stocks
  • Additional Purchases 3,525 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,569 stocks
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