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 Market Cap. of $200 Billions or more
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