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
$501 Million 0.18% of portfolio
4,800,717
Q2 2025 Added 16.75%
$0
$498 Million 0.18% of portfolio
11,653,686
Q2 2025 Added 8.85%
$0
$502 Million 0.18% of portfolio
10,140,088
Q2 2025 Added 8.92%
$0
$490 Million 0.17% of portfolio
5,731,534
Q2 2025 Added 4.33%
$0
$483 Million 0.17% of portfolio
4,914,604
Q2 2025 Reduced 5.35%
$0
$445 Million 0.16% of portfolio
4,883,120
Q2 2025 Added 11.32%
$0
$450 Million 0.16% of portfolio
5,032,750
Q2 2025 Added 19.47%
$0
$467 Million 0.16% of portfolio
9,377,403
Q2 2025 Reduced 1.24%
$0
$416 Million 0.15% of portfolio
4,711,145
Q2 2025 Added 7.61%
$0
$431 Million 0.15% of portfolio
4,497,152
Q2 2025 Added 2.75%
$0
$414 Million 0.15% of portfolio
8,095,089
Q2 2025 Added 687.78%
$0
$424 Million 0.15% of portfolio
5,312,251
Q2 2025 Added 3.09%
$0
$398 Million 0.14% of portfolio
10,820,984
Q2 2025 Added 20.41%
$0
$386 Million 0.14% of portfolio
3,837,339
Q2 2025 Added 7.17%
$0
$409 Million 0.14% of portfolio
3,011,061
Q2 2025 Added 9.02%
$0
$404 Million 0.14% of portfolio
1,102,761
Q2 2025 Added 6.74%
$0
$367 Million 0.13% of portfolio
4,859,814
Q2 2025 Added 17.17%
$0
$365 Million 0.13% of portfolio
3,006,474
Q2 2025 Added 3.66%
$0
$372 Million 0.13% of portfolio
28,508,595
Q2 2025 Added 6.5%
$0
$361 Million 0.13% of portfolio
2,808,790
Q2 2025 Added 4.61%
$0
$365 Million 0.13% of portfolio
3,331,751
Q2 2025 Reduced 2.43%
$0
$360 Million 0.13% of portfolio
16,282,417
Q2 2025 Added 5.61%
$0
$373 Million 0.13% of portfolio
4,821,371
Q2 2025 Added 7.28%
$0
$332 Million 0.12% of portfolio
14,741,294
Q2 2025 Added 18.83%
$0
$329 Million 0.12% of portfolio
2,368,998
Q2 2025 Added 3.06%
$0
$326 Million 0.12% of portfolio
4,972,206
Q2 2025 Added 28.22%
$0
$329 Million 0.12% of portfolio
3,264,227
Q2 2025 Added 3.37%
$0
$326 Million 0.12% of portfolio
3,276,982
Q2 2025 Added 14.16%
$0
$305 Million 0.11% of portfolio
6,997,512
Q2 2025 Added 2.09%
$0
$310 Million 0.11% of portfolio
4,253,984
Q2 2025 Added 18.67%
$0
$324 Million 0.11% of portfolio
2,763,314
Q2 2025 Added 11.35%
$0
$308 Million 0.11% of portfolio
6,082,216
Q2 2025 Reduced 2.66%
$0
$314 Million 0.11% of portfolio
2,804,857
Q2 2025 Reduced 0.05%
$0
$322 Million 0.11% of portfolio
1,480,184
Q2 2025 Reduced 12.1%
$0
$318 Million 0.11% of portfolio
4,187,058
Q2 2025 Added 2.3%
$0
$305 Million 0.11% of portfolio
3,433,162
Q2 2025 Added 37.15%
$0
$314 Million 0.11% of portfolio
6,410,501
Q2 2025 Added 7.61%
$0
$282 Million 0.1% of portfolio
6,627,311
Q2 2025 Added 7.22%
$0
$275 Million 0.1% of portfolio
3,382,662
Q2 2025 Added 0.83%
$0
$280 Million 0.1% of portfolio
5,704,698
Q2 2025 Added 13.55%
$0
$278 Million 0.1% of portfolio
8,366,453
Q2 2025 Added 6.38%
$0
$281 Million 0.1% of portfolio
6,410,307
Q2 2025 Reduced 12.81%
$0
$277 Million 0.1% of portfolio
11,116,589
Q2 2025 Reduced 10.47%
$0
$297 Million 0.1% of portfolio
2,883,812
Q2 2025 Added 79.71%
$0
$280 Million 0.1% of portfolio
3,049,642
Q2 2025 Added 1.91%
$0
$281 Million 0.1% of portfolio
1,491,383
Q2 2025 Added 34.21%
$0
$287 Million 0.1% of portfolio
4,051,112
Q2 2025 Added 34.38%
$0
$276 Million 0.1% of portfolio
4,589,457
Q2 2025 Added 4.59%
$0
$282 Million 0.1% of portfolio
5,551,221
Q2 2025 Added 15.18%

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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