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
$0 0.0% of portfolio
372,601
Q2 2025 Reduced 3.56%
$0
$0 0.0% of portfolio
117,289
Q2 2025 Reduced 6.45%
$0
$0 0.0% of portfolio
241,874
Q2 2025 Reduced 7.89%
$0
$0 0.0% of portfolio
263,478
Q2 2025 Reduced 15.26%
$0
$0 0.0% of portfolio
1,994,762
Q2 2025 Added 4.87%
$0
$0 0.0% of portfolio
534,607
Q2 2025 Added 42.52%
$0
$1.05 Million 0.0% of portfolio
52,579
Q2 2025 Added 5.83%
$0
$12.9 Million 0.0% of portfolio
120,731
Q2 2025 Reduced 7.45%
$0
$1.92 Million 0.0% of portfolio
74,619
Q2 2025 Added 20.73%
$0
$1.32 Million 0.0% of portfolio
81,061
Q2 2025 Reduced 14.31%
$2.22B
$224,000 0.0% of portfolio
6,804
Q2 2025 Reduced 9.59%
$0
$1.63 Million 0.0% of portfolio
42,245
Q2 2025 Added 17.04%
$0
$1.4 Million 0.0% of portfolio
46,483
Q2 2025 Added 6.19%
$0
$6.9 Million 0.0% of portfolio
106,443
Q2 2025 Reduced 0.03%
$0
$12.6 Million 0.0% of portfolio
441,218
Q2 2025 Added 88.97%
$0
$8.28 Million 0.0% of portfolio
348,941
Q2 2025 Added 6.12%
$0
$770,000 0.0% of portfolio
19,070
Q2 2025 Added 29.29%
$0
$1.82 Million 0.0% of portfolio
40,132
Q2 2025 Added 2.14%
$0
$7.03 Million 0.0% of portfolio
180,316
Q2 2025 Reduced 31.33%
$0
$756,000 0.0% of portfolio
18,786
Q2 2025 Reduced 0.45%
$0
$9.47 Million 0.0% of portfolio
359,760
Q2 2025 Added 115.8%
$0
$3.28 Million 0.0% of portfolio
148,670
Q2 2025 New
$0
$300,000 0.0% of portfolio
7,254
Q2 2025 Added 1.84%
$0
$775,000 0.0% of portfolio
24,660
Q2 2025 Added 115.97%
$0
$11.1 Million 0.0% of portfolio
111,932
Q2 2025 Reduced 32.53%
$0
$3.47 Million 0.0% of portfolio
92,203
Q2 2025 Reduced 0.08%
$0
$5.29 Million 0.0% of portfolio
297,018
Q2 2025 Added 11.41%
$0
$601,000 0.0% of portfolio
30,307
Q2 2025 Reduced 55.28%
$0
$1.81 Million 0.0% of portfolio
19,069
Q2 2025 Added 19.8%
$0
$566,000 0.0% of portfolio
6,668
Q2 2025 Reduced 81.15%
$0
$209,000 0.0% of portfolio
8,605
Q2 2025 Reduced 3.96%
$0
$538,000 0.0% of portfolio
9,872
Q2 2025 Added 9.03%
$0
$4.51 Million 0.0% of portfolio
91,323
Q2 2025 Added 29.26%
$0
$9.43 Million 0.0% of portfolio
363,163
Q2 2025 Reduced 19.04%
$0
$7.61 Million 0.0% of portfolio
106,035
Q2 2025 Added 138.55%
$0
$6.47 Million 0.0% of portfolio
141,419
Q2 2025 Reduced 8.21%
$0
$251,000 0.0% of portfolio
4,981
Q2 2025 Added 8.31%
$0
$344,000 0.0% of portfolio
10,664
Q2 2025 New
$0
$3.03 Million 0.0% of portfolio
65,402
Q2 2025 Added 3.69%
$1.78B
$1.89 Million 0.0% of portfolio
85,965
Q2 2025 Reduced 2.65%
$0
$3.17 Million 0.0% of portfolio
41,353
Q2 2025 Added 150.59%
$0
$3.75 Million 0.0% of portfolio
34,140
Q2 2025 Reduced 18.44%
$0
$4.66 Million 0.0% of portfolio
57,489
Q2 2025 Added 4.63%
$0
$1.38 Million 0.0% of portfolio
29,259
Q2 2025 Reduced 3.56%
$0
$3.44 Million 0.0% of portfolio
259,267
Q2 2025 New
$0
$12.6 Million 0.0% of portfolio
259,336
Q2 2025 Added 26.83%
$0
$5.36 Million 0.0% of portfolio
108,485
Q2 2025 Reduced 6.09%
$0
$6.46 Million 0.0% of portfolio
93,974
Q2 2025 Added 7.34%
$0
$3.01 Million 0.0% of portfolio
68,945
Q2 2025 Reduced 1.71%

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