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
$549 Million 0.17% of portfolio
6,616,586
Q3 2025 Reduced 2.96%
$0
$550 Million 0.17% of portfolio
6,402,685
Q3 2025 Reduced 2.41%
$0
$545 Million 0.17% of portfolio
6,912,196
Q3 2025 Added 2.44%
$0
$539 Million 0.17% of portfolio
10,902,098
Q3 2025 Added 7.51%
$0
$509 Million 0.16% of portfolio
5,109,931
Q3 2025 Added 4.64%
$0
$521 Million 0.16% of portfolio
5,637,216
Q3 2025 Reduced 1.65%
$0
$520 Million 0.16% of portfolio
4,950,085
Q3 2025 Added 0.72%
$0
$515 Million 0.16% of portfolio
5,518,762
Q3 2025 Added 9.66%
$0
$512 Million 0.16% of portfolio
10,278,642
Q3 2025 Added 9.61%
$0
$470 Million 0.15% of portfolio
9,166,041
Q3 2025 Added 13.23%
$0
$489 Million 0.15% of portfolio
5,512,449
Q3 2025 Added 3.77%
$0
$470 Million 0.15% of portfolio
1,168,718
Q3 2025 Added 5.98%
$0
$448 Million 0.14% of portfolio
13,110,723
Q3 2025 Added 17.56%
$0
$449 Million 0.14% of portfolio
4,653,586
Q3 2025 Added 3.48%
$0
$440 Million 0.14% of portfolio
3,947,833
Q3 2025 Added 18.49%
$0
$431 Million 0.13% of portfolio
18,964,709
Q3 2025 Added 28.65%
$0
$408 Million 0.13% of portfolio
30,345,354
Q3 2025 Added 6.44%
$0
$422 Million 0.13% of portfolio
3,117,056
Q3 2025 Added 10.98%
$0
$430 Million 0.13% of portfolio
4,815,087
Q3 2025 Added 2.21%
$0
$424 Million 0.13% of portfolio
5,759,697
Q3 2025 Added 42.18%
$0
$410 Million 0.13% of portfolio
4,072,993
Q3 2025 Added 6.14%
$0
$405 Million 0.13% of portfolio
1,691,225
Q3 2025 Added 14.26%
$0
$410 Million 0.13% of portfolio
18,264,388
Q3 2025 Added 12.17%
$0
$425 Million 0.13% of portfolio
3,031,473
Q3 2025 Added 0.68%
$0
$394 Million 0.12% of portfolio
4,079,879
Q3 2025 Added 20.61%
$0
$400 Million 0.12% of portfolio
3,068,314
Q3 2025 Added 2.06%
$24.1B
$377 Million 0.12% of portfolio
8,896,990
Q3 2025 Added 13.18%
$0
$395 Million 0.12% of portfolio
5,731,202
Q3 2025 Added 15.26%
$0
$390 Million 0.12% of portfolio
4,989,222
Q3 2025 Added 3.48%
$0
$375 Million 0.12% of portfolio
7,497,658
Q3 2025 Added 16.96%
$0
$340 Million 0.11% of portfolio
11,484,722
Q3 2025 Added 27.46%
$0
$347 Million 0.11% of portfolio
7,499,670
Q3 2025 Added 33.89%
$0
$347 Million 0.11% of portfolio
7,287,974
Q3 2025 Added 4.15%
$0
$343 Million 0.11% of portfolio
3,320,533
Q3 2025 Added 15.14%
$0
$345 Million 0.11% of portfolio
2,820,114
Q3 2025 Added 2.06%
$0
$350 Million 0.11% of portfolio
2,455,158
Q3 2025 Added 3.64%
$0
$358 Million 0.11% of portfolio
2,969,976
Q3 2025 Added 5.89%
$0
$361 Million 0.11% of portfolio
3,631,527
Q3 2025 Added 10.82%
$0
$360 Million 0.11% of portfolio
3,821,433
Q3 2025 Added 11.31%
$0
$319 Million 0.1% of portfolio
7,152,887
Q3 2025 Added 7.93%
$0
$308 Million 0.1% of portfolio
3,730,560
Q3 2025 Added 7.4%
$0
$310 Million 0.1% of portfolio
3,206,867
Q3 2025 Added 5.16%
$0
$320 Million 0.1% of portfolio
6,329,752
Q3 2025 Added 4.07%
$0
$327 Million 0.1% of portfolio
5,198,431
Q3 2025 Added 13.27%
$0
$317 Million 0.1% of portfolio
5,782,072
Q3 2025 Added 4.16%
$0
$330 Million 0.1% of portfolio
3,205,737
Q3 2025 Reduced 1.79%
$0
$310 Million 0.1% of portfolio
4,075,119
Q3 2025 Reduced 2.67%
$0
$277 Million 0.09% of portfolio
4,466,771
Q3 2025 Added 1.11%
$0
$275 Million 0.09% of portfolio
2,794,292
Q3 2025 Added 7.35%

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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email