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
$159B
$153 Million 0.05% of portfolio
315,013
Q3 2025 Added 5.73%
$167B
$164 Million 0.05% of portfolio
1,712,712
Q3 2025 Added 9.91%
$0
$162 Million 0.05% of portfolio
2,157,032
Q3 2025 Reduced 17.93%
$0
$147 Million 0.05% of portfolio
1,502,316
Q3 2025 Added 16.56%
$0
$148 Million 0.05% of portfolio
5,774,639
Q3 2025 Added 22.91%
$0
$163 Million 0.05% of portfolio
1,775,035
Q3 2025 Reduced 1.33%
$0
$153 Million 0.05% of portfolio
3,682,884
Q3 2025 Added 3.04%
$0
$144 Million 0.05% of portfolio
3,559,374
Q3 2025 Added 11.37%
$136B
$148 Million 0.05% of portfolio
401,603
Q3 2025 Added 4.12%
$222B
$148 Million 0.05% of portfolio
305,375
Q3 2025 Added 8.59%
$55.9B
$149 Million 0.05% of portfolio
156,481
Q3 2025 Added 6.03%
$0
$160 Million 0.05% of portfolio
2,717,798
Q3 2025 Added 16.71%
$0
$169 Million 0.05% of portfolio
1,996,579
Q3 2025 Added 21.11%
$0
$149 Million 0.05% of portfolio
1,085,191
Q3 2025 Added 10.89%
$0
$158 Million 0.05% of portfolio
832,609
Q3 2025 Added 13.31%
$74.3B
$148 Million 0.05% of portfolio
2,342,446
Q3 2025 Added 3.56%
$79.6B
$130 Million 0.04% of portfolio
1,053,149
Q3 2025 Added 13.86%
$118B
$131 Million 0.04% of portfolio
534,522
Q3 2025 Added 2.85%
$99.5B
$123 Million 0.04% of portfolio
2,719,010
Q3 2025 Added 7.94%
$86.4B
$114 Million 0.04% of portfolio
324,149
Q3 2025 Added 2.28%
$77.2B
$116 Million 0.04% of portfolio
547,715
Q3 2025 Added 16.91%
$120B
$133 Million 0.04% of portfolio
4,234,209
Q3 2025 Added 4.18%
$113B
$130 Million 0.04% of portfolio
1,375,169
Q3 2025 Added 11.77%
$111B
$125 Million 0.04% of portfolio
379,500
Q3 2025 Added 15.51%
$69.4B
$125 Million 0.04% of portfolio
1,519,728
Q3 2025 Reduced 2.49%
$52.5B
$128 Million 0.04% of portfolio
7,460,456
Q3 2025 Added 18.29%
$70.2B
$122 Million 0.04% of portfolio
3,906,083
Q3 2025 Added 4.39%
$0
$135 Million 0.04% of portfolio
608,862
Q3 2025 Added 10.27%
$0
$121 Million 0.04% of portfolio
900,020
Q3 2025 Added 0.69%
$0
$118 Million 0.04% of portfolio
1,007,091
Q3 2025 Added 2.19%
$0
$113 Million 0.04% of portfolio
703,148
Q3 2025 Added 4.73%
$0
$136 Million 0.04% of portfolio
7,062,431
Q3 2025 Added 0.45%
$0
$139 Million 0.04% of portfolio
605,188
Q3 2025 Added 2.9%
$156B
$115 Million 0.04% of portfolio
1,037,002
Q3 2025 Added 4.31%
$0
$130 Million 0.04% of portfolio
3,323,189
Q3 2025 Reduced 0.11%
$0
$127 Million 0.04% of portfolio
4,974,361
Q3 2025 Reduced 3.72%
$0
$141 Million 0.04% of portfolio
2,926,237
Q3 2025 Added 8.13%
$0
$119 Million 0.04% of portfolio
5,766,842
Q3 2025 Reduced 9.3%
$0
$122 Million 0.04% of portfolio
6,206,863
Q3 2025 Added 18.21%
$0
$115 Million 0.04% of portfolio
2,538,671
Q3 2025 Added 0.17%
$0
$141 Million 0.04% of portfolio
2,087,143
Q3 2025 Reduced 26.62%
$0
$127 Million 0.04% of portfolio
2,928,450
Q3 2025 Added 13.09%
$0
$143 Million 0.04% of portfolio
2,735,252
Q3 2025 Added 21.3%
$0
$130 Million 0.04% of portfolio
1,084,544
Q3 2025 Added 18.59%
$0
$142 Million 0.04% of portfolio
3,573,620
Q3 2025 Reduced 33.96%
$0
$136 Million 0.04% of portfolio
2,563,558
Q3 2025 Added 19.29%
$0
$126 Million 0.04% of portfolio
2,320,462
Q3 2025 Reduced 4.72%
$0
$139 Million 0.04% of portfolio
1,450,581
Q3 2025 Reduced 7.24%
$0
$135 Million 0.04% of portfolio
952,166
Q3 2025 Added 7.87%

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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