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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$65.3B
$985 Million 0.31% of portfolio
13,538,758
Q3 2025 Added 24.2%
$0
$991 Million 0.31% of portfolio
36,293,348
Q3 2025 Reduced 7.45%
$0
$972 Million 0.3% of portfolio
5,124,536
Q3 2025 Added 1.08%
$0
$961 Million 0.3% of portfolio
13,112,909
Q3 2025 Added 15.32%
$0
$965 Million 0.3% of portfolio
9,365,574
Q3 2025 Added 32.06%
$0
$921 Million 0.29% of portfolio
18,161,588
Q3 2025 Added 7.37%
$0
$931 Million 0.29% of portfolio
3,168,038
Q3 2025 Added 6.78%
$0
$925 Million 0.29% of portfolio
7,679,450
Q3 2025 Added 5.1%
$0
$941 Million 0.29% of portfolio
10,527,148
Q3 2025 Added 3.3%
$0
$913 Million 0.29% of portfolio
6,474,990
Q3 2025 Added 5.01%
$0
$943 Million 0.29% of portfolio
1,262,705
Q3 2025 Added 3.82%
$0
$903 Million 0.28% of portfolio
23,756,369
Q3 2025 Added 0.93%
$0
$895 Million 0.28% of portfolio
2,447,688
Q3 2025 Added 0.0%
$0
$896 Million 0.28% of portfolio
6,435,441
Q3 2025 Reduced 5.83%
$0
$880 Million 0.28% of portfolio
16,250,043
Q3 2025 Added 1.49%
$0
$884 Million 0.28% of portfolio
17,450,758
Q3 2025 Added 5.06%
$0
$855 Million 0.27% of portfolio
4,201,794
Q3 2025 Added 0.88%
$0
$866 Million 0.27% of portfolio
10,290,905
Q3 2025 Added 6.1%
$0
$818 Million 0.26% of portfolio
17,697,942
Q3 2025 Added 0.04%
$0
$822 Million 0.26% of portfolio
14,293,858
Q3 2025 Added 9.03%
$0
$787 Million 0.25% of portfolio
19,909,178
Q3 2025 Added 23.0%
$0
$795 Million 0.25% of portfolio
7,899,551
Q3 2025 Added 9.66%
$0
$785 Million 0.25% of portfolio
2,404,115
Q3 2025 Added 16.21%
$0
$756 Million 0.24% of portfolio
8,077,533
Q3 2025 Reduced 0.76%
$0
$780 Million 0.24% of portfolio
6,442,003
Q3 2025 Added 20.59%
$0
$721 Million 0.23% of portfolio
6,092,499
Q3 2025 Reduced 5.39%
$0
$743 Million 0.23% of portfolio
4,814,626
Q3 2025 Added 13.07%
$0
$747 Million 0.23% of portfolio
1,610,809
Q3 2025 Added 1.26%
$0
$725 Million 0.23% of portfolio
12,670,561
Q3 2025 Added 0.03%
$0
$705 Million 0.22% of portfolio
3,601,849
Q3 2025 Reduced 33.5%
$0
$718 Million 0.22% of portfolio
14,276,062
Q3 2025 Reduced 8.42%
$0
$675 Million 0.21% of portfolio
17,499,479
Q3 2025 Added 0.36%
$0
$677 Million 0.21% of portfolio
2,639,443
Q3 2025 Added 14.65%
$0
$667 Million 0.21% of portfolio
8,271,397
Q3 2025 Added 1.82%
$0
$654 Million 0.2% of portfolio
2,388,164
Q3 2025 Added 8.72%
$0
$653 Million 0.2% of portfolio
12,867,373
Q3 2025 Added 12.91%
$0
$642 Million 0.2% of portfolio
7,360,844
Q3 2025 Added 2.12%
$0
$647 Million 0.2% of portfolio
13,828,183
Q3 2025 Added 18.66%
$0
$615 Million 0.19% of portfolio
10,697,695
Q3 2025 Reduced 0.98%
$0
$623 Million 0.19% of portfolio
6,547,026
Q3 2025 Added 3.69%
$0
$562 Million 0.18% of portfolio
9,374,551
Q3 2025 Added 3.11%
$0
$578 Million 0.18% of portfolio
11,610,612
Q3 2025 Added 10.13%
$0
$579 Million 0.18% of portfolio
9,466,785
Q3 2025 Added 4.67%
$0
$592 Million 0.18% of portfolio
2,827,371
Q3 2025 Added 89.58%
$0
$576 Million 0.18% of portfolio
6,444,613
Q3 2025 Reduced 2.87%
$0
$568 Million 0.18% of portfolio
21,969,572
Q3 2025 Reduced 0.88%
$0
$554 Million 0.17% of portfolio
13,723,415
Q3 2025 Added 26.82%
$0
$530 Million 0.17% of portfolio
12,205,749
Q3 2025 Added 3.0%
$0
$556 Million 0.17% of portfolio
5,027,810
Q3 2025 Added 4.73%

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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