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
$921 Million 0.33% of portfolio
6,833,969
Q2 2025 Reduced 1.46%
$0
$930 Million 0.33% of portfolio
3,925,111
Q2 2025 Added 2.58%
$0
$868 Million 0.31% of portfolio
10,190,509
Q2 2025 Added 13.51%
$0
$857 Million 0.3% of portfolio
16,914,662
Q2 2025 Added 11.58%
$0
$830 Million 0.29% of portfolio
23,536,432
Q2 2025 Added 0.69%
$0
$810 Million 0.29% of portfolio
11,370,990
Q2 2025 Added 13.21%
$0
$831 Million 0.29% of portfolio
2,447,669
Q2 2025 Added 1.94%
$0
$809 Million 0.29% of portfolio
4,165,225
Q2 2025 Added 5.46%
$0
$814 Million 0.29% of portfolio
27,854,880
Q2 2025 Added 13.2%
$0
$830 Million 0.29% of portfolio
2,966,756
Q2 2025 Reduced 0.12%
$0
$835 Million 0.29% of portfolio
16,610,699
Q2 2025 Added 11.8%
$0
$822 Million 0.29% of portfolio
6,165,984
Q2 2025 Added 7.04%
$0
$791 Million 0.28% of portfolio
17,691,185
Q2 2025 Added 0.19%
$0
$792 Million 0.28% of portfolio
16,011,662
Q2 2025 Added 7.27%
$0
$804 Million 0.28% of portfolio
9,699,317
Q2 2025 Added 3.71%
$0
$798 Million 0.28% of portfolio
7,307,001
Q2 2025 Added 10.67%
$0
$784 Million 0.28% of portfolio
15,587,844
Q2 2025 Added 21.83%
$0
$740 Million 0.26% of portfolio
8,139,650
Q2 2025 Added 6.2%
$0
$725 Million 0.26% of portfolio
7,203,964
Q2 2025 Added 21.2%
$0
$738 Million 0.26% of portfolio
5,466,061
Q2 2025 Added 4.04%
$0
$721 Million 0.25% of portfolio
7,091,751
Q2 2025 Added 32.25%
$0
$713 Million 0.25% of portfolio
2,679,008
Q2 2025 Added 48.92%
$0
$713 Million 0.25% of portfolio
13,109,446
Q2 2025 Added 20.81%
$0
$699 Million 0.25% of portfolio
6,439,543
Q2 2025 Added 16.74%
$0
$701 Million 0.25% of portfolio
1,590,807
Q2 2025 Reduced 0.29%
$58.8B
$680 Million 0.24% of portfolio
10,900,901
Q2 2025 Reduced 2.52%
$0
$680 Million 0.24% of portfolio
6,074,325
Q2 2025 Added 5.66%
$0
$689 Million 0.24% of portfolio
12,667,377
Q2 2025 Reduced 3.28%
$0
$625 Million 0.22% of portfolio
17,435,874
Q2 2025 Added 0.44%
$0
$628 Million 0.22% of portfolio
4,258,238
Q2 2025 Reduced 12.43%
$0
$598 Million 0.21% of portfolio
16,186,883
Q2 2025 Added 9.1%
$0
$601 Million 0.21% of portfolio
5,342,070
Q2 2025 Added 49.25%
$0
$593 Million 0.21% of portfolio
6,313,739
Q2 2025 Added 7.44%
$0
$589 Million 0.21% of portfolio
7,207,846
Q2 2025 Added 23.39%
$0
$608 Million 0.21% of portfolio
8,123,840
Q2 2025 Reduced 0.57%
$0
$563 Million 0.2% of portfolio
10,803,253
Q2 2025 Added 1.71%
$0
$565 Million 0.2% of portfolio
6,818,324
Q2 2025 Reduced 0.54%
$0
$553 Million 0.2% of portfolio
2,302,103
Q2 2025 Added 17.45%
$0
$578 Million 0.2% of portfolio
11,396,548
Q2 2025 Added 11.36%
$0
$563 Million 0.2% of portfolio
6,635,128
Q2 2025 Reduced 1.42%
$0
$567 Million 0.2% of portfolio
22,164,478
Q2 2025 Reduced 3.81%
$0
$563 Million 0.2% of portfolio
6,560,799
Q2 2025 Reduced 6.09%
$0
$577 Million 0.2% of portfolio
2,068,774
Q2 2025 Added 8.7%
$0
$544 Million 0.19% of portfolio
9,091,917
Q2 2025 Reduced 0.55%
$0
$535 Million 0.19% of portfolio
9,044,618
Q2 2025 Added 9.85%
$0
$542 Million 0.19% of portfolio
2,196,699
Q2 2025 Added 0.64%
$0
$531 Million 0.19% of portfolio
6,747,834
Q2 2025 Added 7.07%
$0
$519 Million 0.18% of portfolio
10,542,980
Q2 2025 Added 13.98%
$0
$496 Million 0.18% of portfolio
11,850,795
Q2 2025 Added 10.34%

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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