Lpl Financial LLC Portfolio Holdings

Lpl Financial LLC

  • $283 Billion
  • Q2 2025

Lpl Financial LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $283 Billion distributed in 5548 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $5.95B, Ishares Core S&P 500 ETF with a value of $5.78B, Invesco Qqq Trust, Series 1 with a value of $5.6B, Nvidia Corp with a value of $4.97B, and Microsoft Corp with a value of $4.46B.

Examining the 13F form we can see an increase of $36.9B in the current position value, from $246B to 283B.

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 $283 Billion
ETFs: $202 Billion
Technology: $24.7 Billion
Financial Services: $12.2 Billion
Consumer Cyclical: $8.23 Billion
Communication Services: $7.08 Billion
Industrials: $7.06 Billion
Healthcare: $6.64 Billion
Consumer Defensive: $5.19 Billion
Other: $7.98 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$443B
$4.97 Billion 1.75% of portfolio
31,445,567
Q2 2025 Added 8.85%
$3.84T
$4.46 Billion 1.57% of portfolio
8,960,405
Q2 2025 Added 6.86%
$3.8T
$4.41 Billion 1.56% of portfolio
21,497,413
Q2 2025 Added 5.43%
$2.36T
$3.26 Billion 1.15% of portfolio
14,855,835
Q2 2025 Added 10.8%
$1.75T
$1.96 Billion 0.69% of portfolio
2,651,212
Q2 2025 Added 9.29%
$147B
$1.58 Billion 0.56% of portfolio
5,727,824
Q2 2025 Added 7.67%
$644B
$1.55 Billion 0.55% of portfolio
3,182,333
Q2 2025 Added 8.12%
$906B
$1.39 Billion 0.49% of portfolio
4,799,864
Q2 2025 Added 9.3%
$1.5T
$1.36 Billion 0.48% of portfolio
7,725,205
Q2 2025 Added 9.2%
$425B
$1.06 Billion 0.37% of portfolio
1,072,379
Q2 2025 Added 9.95%
$535B
$1.04 Billion 0.37% of portfolio
777,459
Q2 2025 Added 14.39%
$1.53T
$1.01 Billion 0.36% of portfolio
5,704,311
Q2 2025 Added 7.35%
$554B
$995 Million 0.35% of portfolio
2,801,797
Q2 2025 Added 5.84%
$1.29T
$977 Million 0.34% of portfolio
3,074,360
Q2 2025 Added 11.76%
$711B
$842 Million 0.3% of portfolio
1,079,737
Q2 2025 Added 5.77%
$281B
$758 Million 0.27% of portfolio
7,755,412
Q2 2025 Added 3.97%
$468B
$679 Million 0.24% of portfolio
6,295,268
Q2 2025 Added 7.75%
$464B
$693 Million 0.24% of portfolio
4,535,241
Q2 2025 Added 5.5%
$336B
$669 Million 0.24% of portfolio
4,907,430
Q2 2025 Added 15.27%
$385B
$637 Million 0.23% of portfolio
3,432,852
Q2 2025 Added 8.22%
$372B
$597 Million 0.21% of portfolio
3,745,309
Q2 2025 Added 5.51%
$308B
$525 Million 0.19% of portfolio
3,663,352
Q2 2025 Added 3.09%
$556B
$507 Million 0.18% of portfolio
901,428
Q2 2025 Added 8.48%
$230B
$491 Million 0.17% of portfolio
1,666,137
Q2 2025 Added 18.32%
$815B
$468 Million 0.17% of portfolio
2,140,108
Q2 2025 Added 6.63%
$251B
$428 Million 0.15% of portfolio
2,349,573
Q2 2025 Added 0.99%
$406B
$387 Million 0.14% of portfolio
8,173,744
Q2 2025 Added 8.72%
$230B
$383 Million 0.14% of portfolio
986,421
Q2 2025 Added 4.9%
$222B
$400 Million 0.14% of portfolio
1,368,030
Q2 2025 Added 4.27%
$325B
$393 Million 0.14% of portfolio
1,260,890
Q2 2025 Added 20.12%
$275B
$373 Million 0.13% of portfolio
5,370,258
Q2 2025 Added 8.48%
$286B
$364 Million 0.13% of portfolio
5,145,891
Q2 2025 Added 4.67%
$243B
$369 Million 0.13% of portfolio
1,353,115
Q2 2025 Added 5.52%
$1.36T
$373 Million 0.13% of portfolio
1,645,542
Q2 2025 Added 12.24%
$184B
$378 Million 0.13% of portfolio
8,737,724
Q2 2025 Added 9.3%
$260B
$331 Million 0.12% of portfolio
2,331,996
Q2 2025 Added 9.08%
$95.6B
$328 Million 0.12% of portfolio
643,028
Q2 2025 Added 16.62%
$60.2B
$340 Million 0.12% of portfolio
1,660,275
Q2 2025 Added 9.01%
$233B
$353 Million 0.12% of portfolio
2,416,638
Q2 2025 Added 5.83%
$211B
$323 Million 0.11% of portfolio
11,172,145
Q2 2025 Added 8.72%
$269B
$307 Million 0.11% of portfolio
434,293
Q2 2025 Added 6.32%
$124B
$306 Million 0.11% of portfolio
661,207
Q2 2025 Added 6.35%
$194B
$299 Million 0.11% of portfolio
2,267,987
Q2 2025 Added 5.38%
$147B
$279 Million 0.1% of portfolio
1,000,861
Q2 2025 Added 10.73%
$313B
$292 Million 0.1% of portfolio
1,133,081
Q2 2025 Added 8.02%
$265B
$284 Million 0.1% of portfolio
2,017,525
Q2 2025 Added 4.54%
$135B
$278 Million 0.1% of portfolio
11,451,523
Q2 2025 Added 8.95%
$191B
$282 Million 0.1% of portfolio
274,360
Q2 2025 Added 31.32%
$133B
$279 Million 0.1% of portfolio
1,213,091
Q2 2025 Added 3.42%

Summary

  • Portfolio
  • No. of Stocks 5,548
  • Current Value $283 Billion
  • Prior Value $246 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 336 stocks
  • Additional Purchases 3,396 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,558 stocks
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