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
$0
$0 0.0% of portfolio
369,687
Q3 2025 Reduced 0.78%
$0
$0 0.0% of portfolio
118,633
Q3 2025 Added 1.15%
$0
$0 0.0% of portfolio
242,034
Q3 2025 Added 0.07%
$0
$0 0.0% of portfolio
209,131
Q3 2025 Reduced 20.63%
$0
$0 0.0% of portfolio
2,001,085
Q3 2025 Added 0.32%
$0
$0 0.0% of portfolio
562,579
Q3 2025 Added 5.23%
$0
$5.57 Million 0.0% of portfolio
192,931
Q3 2025 Added 266.94%
$0
$12.4 Million 0.0% of portfolio
112,553
Q3 2025 Reduced 6.77%
$0
$1.82 Million 0.0% of portfolio
68,060
Q3 2025 Reduced 8.79%
$0
$1.7 Million 0.0% of portfolio
92,650
Q3 2025 Added 14.3%
$2.46B
$3.39 Million 0.0% of portfolio
88,150
Q3 2025 Added 1,195.56%
$0
$5.02 Million 0.0% of portfolio
119,404
Q3 2025 Added 182.65%
$0
$1.75 Million 0.0% of portfolio
51,946
Q3 2025 Added 11.75%
$0
$7.28 Million 0.0% of portfolio
107,245
Q3 2025 Added 0.75%
$0
$8.78 Million 0.0% of portfolio
350,121
Q3 2025 Added 0.34%
$0
$1.56 Million 0.0% of portfolio
28,122
Q3 2025 Added 357.71%
$0
$2.01 Million 0.0% of portfolio
43,464
Q3 2025 Added 8.3%
$0
$9.83 Million 0.0% of portfolio
247,791
Q3 2025 Added 37.42%
$0
$765,000 0.0% of portfolio
19,513
Q3 2025 Added 3.87%
$0
$14.1 Million 0.0% of portfolio
523,419
Q3 2025 Added 45.49%
$0
$632,000 0.0% of portfolio
20,423
Q3 2025 New
$0
$336,000 0.0% of portfolio
7,429
Q3 2025 Added 2.41%
$0
$15.5 Million 0.0% of portfolio
500,360
Q3 2025 Reduced 31.4%
$0
$736,000 0.0% of portfolio
22,331
Q3 2025 Reduced 9.44%
$0
$13.3 Million 0.0% of portfolio
129,046
Q3 2025 Added 15.29%
$0
$14 Million 0.0% of portfolio
318,404
Q3 2025 Reduced 13.87%
$0
$6.5 Million 0.0% of portfolio
145,999
Q3 2025 Added 58.35%
$0
$8.41 Million 0.0% of portfolio
307,093
Q3 2025 Added 3.39%
$0
$2.52 Million 0.0% of portfolio
116,799
Q3 2025 Added 285.39%
$0
$2.7 Million 0.0% of portfolio
26,930
Q3 2025 Added 41.22%
$0
$11.7 Million 0.0% of portfolio
224,283
Q3 2025 Reduced 43.41%
$0
$664,000 0.0% of portfolio
7,224
Q3 2025 Added 8.34%
$0
$239,000 0.0% of portfolio
9,229
Q3 2025 Added 7.25%
$0
$4.56 Million 0.0% of portfolio
78,647
Q3 2025 Added 696.67%
$0
$4.1 Million 0.0% of portfolio
79,483
Q3 2025 Reduced 12.96%
$0
$10.1 Million 0.0% of portfolio
357,469
Q3 2025 Reduced 1.57%
$0
$12.3 Million 0.0% of portfolio
247,501
Q3 2025 Reduced 50.84%
$0
$351,000 0.0% of portfolio
5,482
Q3 2025 New
$0
$9.24 Million 0.0% of portfolio
115,342
Q3 2025 Added 8.78%
$0
$3.71 Million 0.0% of portfolio
78,579
Q3 2025 Reduced 44.44%
$0
$10.8 Million 0.0% of portfolio
196,070
Q3 2025 Reduced 45.26%
$0
$10.6 Million 0.0% of portfolio
165,878
Q3 2025 Reduced 61.83%
$0
$621,000 0.0% of portfolio
10,556
Q3 2025 Added 111.93%
$0
$571,000 0.0% of portfolio
16,701
Q3 2025 Added 56.61%
$0
$3.42 Million 0.0% of portfolio
73,523
Q3 2025 Added 12.42%
$1.8B
$1.75 Million 0.0% of portfolio
76,090
Q3 2025 Reduced 11.49%
$0
$1.6 Million 0.0% of portfolio
21,023
Q3 2025 Reduced 49.16%
$0
$3.93 Million 0.0% of portfolio
35,597
Q3 2025 Added 4.27%
$0
$6.47 Million 0.0% of portfolio
68,392
Q3 2025 Added 18.97%

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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