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
$177B
$153 Million 0.05% of portfolio
784,233
Q2 2025 Added 11.96%
$164B
$145 Million 0.05% of portfolio
1,171,033
Q2 2025 Added 8.13%
$71.2B
$142 Million 0.05% of portfolio
2,261,969
Q2 2025 Added 7.56%
$68.5B
$102 Million 0.04% of portfolio
966,699
Q2 2025 Added 1.37%
$64.2B
$111 Million 0.04% of portfolio
393,796
Q2 2025 Added 4.71%
$126B
$124 Million 0.04% of portfolio
519,699
Q2 2025 Reduced 1.59%
$98.5B
$117 Million 0.04% of portfolio
2,519,025
Q2 2025 Reduced 22.93%
$86.9B
$99.7 Million 0.04% of portfolio
468,483
Q2 2025 Added 67.36%
$118B
$110 Million 0.04% of portfolio
1,230,331
Q2 2025 Added 4.08%
$106B
$106 Million 0.04% of portfolio
328,532
Q2 2025 Added 5.36%
$58.4B
$118 Million 0.04% of portfolio
358,866
Q2 2025 Added 2.01%
$54.1B
$114 Million 0.04% of portfolio
6,306,850
Q2 2025 Added 5.85%
$69.1B
$116 Million 0.04% of portfolio
3,741,650
Q2 2025 Added 8.6%
$141B
$110 Million 0.04% of portfolio
994,117
Q2 2025 Reduced 8.08%
$61.5B
$118 Million 0.04% of portfolio
4,017,873
Q2 2025 Added 4.04%
$140B
$110 Million 0.04% of portfolio
123,198
Q2 2025 Added 7.99%
$172B
$124 Million 0.04% of portfolio
1,009,080
Q2 2025 Added 8.96%
$84.4B
$112 Million 0.04% of portfolio
1,658,094
Q2 2025 Added 7.22%
$126B
$103 Million 0.04% of portfolio
1,486,419
Q2 2025 Added 7.77%
$32.4B
$118 Million 0.04% of portfolio
1,451,322
Q2 2025 Added 6.14%
$47.6B
$106 Million 0.04% of portfolio
727,468
Q2 2025 Reduced 11.43%
$63.1B
$107 Million 0.04% of portfolio
897,241
Q2 2025 Added 4.12%
$105B
$107 Million 0.04% of portfolio
1,016,866
Q2 2025 Added 0.58%
$72.1B
$120 Million 0.04% of portfolio
487,311
Q2 2025 Added 6.93%
$186B
$114 Million 0.04% of portfolio
281,224
Q2 2025 Added 1.05%
$298B
$123 Million 0.04% of portfolio
514,960
Q2 2025 Added 4.45%
$65.7B
$111 Million 0.04% of portfolio
147,587
Q2 2025 Added 2.98%
$73.2B
$122 Million 0.04% of portfolio
2,686,873
Q2 2025 Added 5.18%
$101B
$107 Million 0.04% of portfolio
240,616
Q2 2025 Added 10.91%
$40B
$112 Million 0.04% of portfolio
1,650,953
Q2 2025 Added 7.1%
$89.6B
$97.1 Million 0.03% of portfolio
439,346
Q2 2025 Added 11.1%
$70.9B
$91.3 Million 0.03% of portfolio
924,954
Q2 2025 Added 16.96%
$173B
$85.2 Million 0.03% of portfolio
243,302
Q2 2025 Added 53.52%
$0
$84.2 Million 0.03% of portfolio
3,834,636
Q2 2025 Added 7.48%
$54.1B
$90.6 Million 0.03% of portfolio
109,384
Q2 2025 Added 15.54%
$221B
$91.4 Million 0.03% of portfolio
15,787
Q2 2025 Added 9.69%
$126B
$84.7 Million 0.03% of portfolio
1,788,850
Q2 2025 Added 115.35%
$38.6B
$75.1 Million 0.03% of portfolio
309,068
Q2 2025 Added 1.93%
$96.4B
$97.7 Million 0.03% of portfolio
316,918
Q2 2025 Reduced 9.01%
$58.2B
$96 Million 0.03% of portfolio
394,327
Q2 2025 Added 12.07%
$1.07B
$82.2 Million 0.03% of portfolio
1,464,532
Q2 2025 Added 14.74%
$20.3B
$82.4 Million 0.03% of portfolio
369,872
Q2 2025 Added 11.2%
$93B
$75.7 Million 0.03% of portfolio
274,474
Q2 2025 Added 28.16%
$46.4B
$86 Million 0.03% of portfolio
245,471
Q2 2025 Added 18.78%
$68.5B
$75.1 Million 0.03% of portfolio
826,730
Q2 2025 Added 5.15%
$34.4B
$71.1 Million 0.03% of portfolio
708,216
Q2 2025 Added 4.43%
$66B
$82 Million 0.03% of portfolio
1,558,606
Q2 2025 Added 32.1%
$96.4B
$82.3 Million 0.03% of portfolio
1,193,403
Q2 2025 Reduced 0.69%
$137B
$82.3 Million 0.03% of portfolio
416,768
Q2 2025 Added 0.97%

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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email