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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$303B
$637 Million 0.2% of portfolio
4,098,910
Q3 2025 Added 11.89%
$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%
$593B
$634 Million 0.2% of portfolio
2,255,380
Q3 2025 Added 5.39%
$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%
$346B
$616 Million 0.19% of portfolio
4,011,285
Q3 2025 Added 7.1%
$0
$562 Million 0.18% of portfolio
9,374,551
Q3 2025 Added 3.11%
$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%
$0
$549 Million 0.17% of portfolio
6,616,586
Q3 2025 Reduced 2.96%
$512B
$546 Million 0.17% of portfolio
959,356
Q3 2025 Added 6.43%
$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%
$266B
$525 Million 0.16% of portfolio
1,860,246
Q3 2025 Added 11.65%
$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%
$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%
$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%
$413B
$443 Million 0.14% of portfolio
8,580,156
Q3 2025 Added 4.97%
$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%
$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%
$0
$431 Million 0.13% of portfolio
18,964,709
Q3 2025 Added 28.65%
$319B
$423 Million 0.13% of portfolio
6,181,490
Q3 2025 Added 15.11%
$0
$409 Million 0.13% of portfolio
5,379,159
Q3 2025 Added 10.69%

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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