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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$2.39T
$3.48 Billion 1.09% of portfolio
15,868,881
Q3 2025 Added 6.82%
$1.37T
$2.11 Billion 0.66% of portfolio
2,869,423
Q3 2025 Added 8.23%
$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%
$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%
$1.74T
$1.45 Billion 0.45% of portfolio
5,965,548
Q3 2025 Added 4.58%
$1.29T
$1.4 Billion 0.44% of portfolio
3,150,336
Q3 2025 Added 2.47%
$404B
$1 Billion 0.31% of portfolio
1,082,774
Q3 2025 Added 0.97%
$49.1B
$977 Million 0.31% of portfolio
814,725
Q3 2025 Added 4.79%
$533B
$994 Million 0.31% of portfolio
2,912,171
Q3 2025 Added 3.94%
$522B
$925 Million 0.29% of portfolio
4,987,768
Q3 2025 Added 9.98%
$342B
$920 Million 0.29% of portfolio
5,040,999
Q3 2025 Added 2.72%
$971B
$855 Million 0.27% of portfolio
1,121,217
Q3 2025 Added 3.84%
$367B
$872 Million 0.27% of portfolio
2,150,901
Q3 2025 Added 9.69%
$279B
$841 Million 0.26% of portfolio
8,164,546
Q3 2025 Added 5.28%
$490B
$779 Million 0.24% of portfolio
6,906,457
Q3 2025 Added 9.71%
$303B
$637 Million 0.2% of portfolio
4,098,910
Q3 2025 Added 11.89%
$593B
$634 Million 0.2% of portfolio
2,255,380
Q3 2025 Added 5.39%
$346B
$616 Million 0.19% of portfolio
4,011,285
Q3 2025 Added 7.1%
$512B
$546 Million 0.17% of portfolio
959,356
Q3 2025 Added 6.43%
$266B
$525 Million 0.16% of portfolio
1,860,246
Q3 2025 Added 11.65%
$1.46T
$519 Million 0.16% of portfolio
1,857,847
Q3 2025 Added 12.9%
$291B
$469 Million 0.15% of portfolio
983,209
Q3 2025 Reduced 0.33%
$413B
$443 Million 0.14% of portfolio
8,580,156
Q3 2025 Added 4.97%
$224B
$459 Million 0.14% of portfolio
1,511,063
Q3 2025 Added 10.46%
$300B
$449 Million 0.14% of portfolio
1,299,448
Q3 2025 Added 3.06%
$172B
$441 Million 0.14% of portfolio
10,041,913
Q3 2025 Added 14.93%
$319B
$423 Million 0.13% of portfolio
6,181,490
Q3 2025 Added 15.11%
$237B
$423 Million 0.13% of portfolio
2,609,361
Q3 2025 Added 11.06%
$258B
$420 Million 0.13% of portfolio
2,508,181
Q3 2025 Added 3.79%
$388B
$396 Million 0.12% of portfolio
2,450,705
Q3 2025 Added 5.09%
$306B
$383 Million 0.12% of portfolio
5,769,559
Q3 2025 Added 12.12%
$328B
$390 Million 0.12% of portfolio
1,295,702
Q3 2025 Added 14.35%
$265B
$371 Million 0.12% of portfolio
466,141
Q3 2025 Added 7.33%
$61.4B
$376 Million 0.12% of portfolio
1,848,984
Q3 2025 Added 11.37%
$123B
$358 Million 0.11% of portfolio
716,216
Q3 2025 Added 8.32%
$183B
$322 Million 0.1% of portfolio
1,141,964
Q3 2025 Added 14.1%
$181B
$329 Million 0.1% of portfolio
11,645,675
Q3 2025 Added 4.24%
$115B
$309 Million 0.1% of portfolio
629,525
Q3 2025 Reduced 2.1%
$270B
$309 Million 0.1% of portfolio
1,943,688
Q3 2025 Reduced 3.66%
$204B
$336 Million 0.1% of portfolio
2,390,334
Q3 2025 Added 5.39%
$141B
$309 Million 0.1% of portfolio
12,138,255
Q3 2025 Added 6.0%
$237B
$328 Million 0.1% of portfolio
1,382,642
Q3 2025 Added 2.18%
$136B
$312 Million 0.1% of portfolio
1,321,975
Q3 2025 Added 8.98%
$255B
$278 Million 0.09% of portfolio
836,579
Q3 2025 Added 8.59%

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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