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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.9 Million 0.01% of portfolio
540,717
Q2 2025 Reduced 1.76%
$0
$17.2 Million 0.01% of portfolio
592,130
Q2 2025 Added 5.93%
$0
$27.9 Million 0.01% of portfolio
293,665
Q2 2025 Added 21.18%
$0
$38.6 Million 0.01% of portfolio
402,662
Q2 2025 Added 6.36%
$0
$16.9 Million 0.01% of portfolio
381,976
Q2 2025 Added 5.27%
$0
$22.5 Million 0.01% of portfolio
448,317
Q2 2025 Added 7.56%
$0
$18.8 Million 0.01% of portfolio
369,245
Q2 2025 Added 15.36%
$0
$27.4 Million 0.01% of portfolio
1,412,126
Q2 2025 Added 1.48%
$0
$19.9 Million 0.01% of portfolio
374,310
Q2 2025 Added 115.47%
$0
$14.4 Million 0.01% of portfolio
183,720
Q2 2025 Added 5.38%
$0
$20.4 Million 0.01% of portfolio
289,302
Q2 2025 Reduced 16.71%
$0
$17.9 Million 0.01% of portfolio
274,509
Q2 2025 Added 4.29%
$0
$25.4 Million 0.01% of portfolio
1,012,884
Q2 2025 Added 10.36%
$0
$30.3 Million 0.01% of portfolio
951,610
Q2 2025 Reduced 5.56%
$0
$15.9 Million 0.01% of portfolio
682,961
Q2 2025 Added 28.41%
$0
$34.9 Million 0.01% of portfolio
1,306,880
Q2 2025 Reduced 0.92%
$0
$22.8 Million 0.01% of portfolio
853,567
Q2 2025 Added 14.74%
$0
$16.8 Million 0.01% of portfolio
346,640
Q2 2025 Reduced 58.74%
$0
$40.9 Million 0.01% of portfolio
1,073,062
Q2 2025 Added 25.7%
$0
$32.5 Million 0.01% of portfolio
483,305
Q2 2025 Added 44.13%
$0
$42.1 Million 0.01% of portfolio
1,133,309
Q2 2025 Added 1.43%
$0
$16.1 Million 0.01% of portfolio
753,921
Q2 2025 Reduced 12.08%
$0
$28.8 Million 0.01% of portfolio
1,171,919
Q2 2025 Added 4.75%
$0
$23.5 Million 0.01% of portfolio
123,827
Q2 2025 Reduced 13.24%
$0
$15.8 Million 0.01% of portfolio
496,300
Q2 2025 Reduced 11.5%
$0
$35.9 Million 0.01% of portfolio
749,942
Q2 2025 Added 2.92%
$0
$36.6 Million 0.01% of portfolio
1,404,112
Q2 2025 Added 2.29%
$0
$34.7 Million 0.01% of portfolio
268,559
Q2 2025 Added 0.85%
$0
$18.6 Million 0.01% of portfolio
317,842
Q2 2025 Reduced 10.98%
$0
$23.2 Million 0.01% of portfolio
416,949
Q2 2025 Added 0.82%
$0
$19.1 Million 0.01% of portfolio
131,811
Q2 2025 Reduced 12.79%
$0
$25.5 Million 0.01% of portfolio
259,086
Q2 2025 Reduced 9.41%
$0
$23.7 Million 0.01% of portfolio
397,237
Q2 2025 Reduced 18.03%
$0
$31.5 Million 0.01% of portfolio
468,275
Q2 2025 Added 2.31%
$0
$24 Million 0.01% of portfolio
190,876
Q2 2025 Reduced 9.07%
$0
$34.5 Million 0.01% of portfolio
581,345
Q2 2025 Reduced 56.37%
$0
$23.6 Million 0.01% of portfolio
88,627
Q2 2025 Reduced 15.37%
$0
$14.4 Million 0.01% of portfolio
115,068
Q2 2025 Added 5.79%
$0
$23.6 Million 0.01% of portfolio
464,003
Q2 2025 Reduced 1.83%
$0
$34.1 Million 0.01% of portfolio
195,209
Q2 2025 Added 15.43%
$0
$16.5 Million 0.01% of portfolio
577,051
Q2 2025 Added 16.58%
$0
$23.6 Million 0.01% of portfolio
499,301
Q2 2025 Reduced 7.17%
$0
$17.7 Million 0.01% of portfolio
393,230
Q2 2025 Reduced 17.66%
$0
$16.8 Million 0.01% of portfolio
774,802
Q2 2025 Added 8.01%
$0
$17.4 Million 0.01% of portfolio
459,221
Q2 2025 Added 1.57%
$0
$14.7 Million 0.01% of portfolio
380,406
Q2 2025 Added 78.66%
$0
$32.6 Million 0.01% of portfolio
768,283
Q2 2025 Added 0.26%
$0
$20 Million 0.01% of portfolio
883,971
Q2 2025 Reduced 2.03%
$0
$21.9 Million 0.01% of portfolio
554,408
Q2 2025 Reduced 4.43%

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