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
$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%
$237B
$423 Million 0.13% of portfolio
2,609,361
Q3 2025 Added 11.06%
$0
$410 Million 0.13% of portfolio
4,072,993
Q3 2025 Added 6.14%
$258B
$420 Million 0.13% of portfolio
2,508,181
Q3 2025 Added 3.79%
$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%
$388B
$396 Million 0.12% of portfolio
2,450,705
Q3 2025 Added 5.09%
$306B
$383 Million 0.12% of portfolio
5,769,559
Q3 2025 Added 12.12%
$0
$394 Million 0.12% of portfolio
4,079,879
Q3 2025 Added 20.61%
$328B
$390 Million 0.12% of portfolio
1,295,702
Q3 2025 Added 14.35%
$0
$400 Million 0.12% of portfolio
3,068,314
Q3 2025 Added 2.06%
$265B
$371 Million 0.12% of portfolio
466,141
Q3 2025 Added 7.33%
$0
$395 Million 0.12% of portfolio
5,731,202
Q3 2025 Added 15.26%
$61.4B
$376 Million 0.12% of portfolio
1,848,984
Q3 2025 Added 11.37%
$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%
$123B
$358 Million 0.11% of portfolio
716,216
Q3 2025 Added 8.32%
$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%
$183B
$322 Million 0.1% of portfolio
1,141,964
Q3 2025 Added 14.1%
$0
$319 Million 0.1% of portfolio
7,152,887
Q3 2025 Added 7.93%
$181B
$329 Million 0.1% of portfolio
11,645,675
Q3 2025 Added 4.24%
$115B
$309 Million 0.1% of portfolio
629,525
Q3 2025 Reduced 2.1%
$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%
$270B
$309 Million 0.1% of portfolio
1,943,688
Q3 2025 Reduced 3.66%
$0
$317 Million 0.1% of portfolio
5,782,072
Q3 2025 Added 4.16%
$204B
$336 Million 0.1% of portfolio
2,390,334
Q3 2025 Added 5.39%
$141B
$309 Million 0.1% of portfolio
12,138,255
Q3 2025 Added 6.0%
$0
$330 Million 0.1% of portfolio
3,205,737
Q3 2025 Reduced 1.79%
$237B
$328 Million 0.1% of portfolio
1,382,642
Q3 2025 Added 2.18%
$0
$310 Million 0.1% of portfolio
4,075,119
Q3 2025 Reduced 2.67%
$136B
$312 Million 0.1% of portfolio
1,321,975
Q3 2025 Added 8.98%
$255B
$278 Million 0.09% of portfolio
836,579
Q3 2025 Added 8.59%
$193B
$272 Million 0.09% of portfolio
2,377,304
Q3 2025 Added 10.96%
$96.4B
$283 Million 0.09% of portfolio
2,287,999
Q3 2025 Added 15.89%

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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