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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$381,000 0.0% of portfolio
10,579
Q2 2025 Reduced 13.54%
$0
$10.8 Million 0.0% of portfolio
77,707
Q2 2025 Reduced 22.57%
$0
$511,000 0.0% of portfolio
7,597
Q2 2025 Added 1.4%
$0
$3.35 Million 0.0% of portfolio
38,092
Q2 2025 Added 295.93%
$0
$225,000 0.0% of portfolio
4,476
Q2 2025 New
$0
$3.54 Million 0.0% of portfolio
55,361
Q2 2025 Added 10.32%
Goldman Sachs ETF Tr
-
$0 0.0% of portfolio
-
Q2 2025 Added 2.05%
Goldman Sachs ETF Tr
-
$0 0.0% of portfolio
-
Q2 2025 Added 4.81%
Goldman Sachs ETF Tr
-
$0 0.0% of portfolio
-
Q2 2025 Added 49.71%
Goldman Sachs ETF Tr
-
$0 0.0% of portfolio
-
Q2 2025 Added 33.16%
Goldman Sachs ETF Tr
-
$0 0.0% of portfolio
-
Q2 2025 Added 247.16%
$2.34B
$6.19 Million 0.0% of portfolio
422,455
Q2 2025 Reduced 0.43%
$362M
$258,000 0.0% of portfolio
51,934
Q2 2025 Added 7.47%
$2.12B
$2.39 Million 0.0% of portfolio
230,185
Q2 2025 Added 6.97%
$1.55B
$309,000 0.0% of portfolio
2,932
Q2 2025 Reduced 11.82%
$277M
$13,000 0.0% of portfolio
18,343
Q2 2025 Reduced 0.24%
$1.19B
$640,000 0.0% of portfolio
17,430
Q2 2025 Reduced 12.31%
$265M
$82,000 0.0% of portfolio
67,000
Q2 2025 New
$22.4B
$1.49 Million 0.0% of portfolio
296,285
Q2 2025 Added 6.23%
$14.3B
$6.71 Million 0.0% of portfolio
78,011
Q2 2025 Added 4.67%
$574M
$1.64 Million 0.0% of portfolio
33,055
Q2 2025 Reduced 0.72%
$4.59B
$9 Million 0.0% of portfolio
9,513
Q2 2025 Reduced 3.05%
Grail Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 79.3%
$6.79B
$2.06 Million 0.0% of portfolio
10,913
Q2 2025 Added 12.35%
$4.77B
$4.34 Million 0.0% of portfolio
46,464
Q2 2025 Added 3.4%
$0
$466,000 0.0% of portfolio
22,225
Q2 2025 Reduced 1.03%
$0
$4.51 Million 0.0% of portfolio
372,209
Q2 2025 Added 16.96%
Graniteshares ETF Tr
-
$0 0.0% of portfolio
-
Q2 2025 Added 7.96%
$79.3M
$1.42 Million 0.0% of portfolio
109,213
Q2 2025 Added 193.06%
$6.01B
$1.99 Million 0.0% of portfolio
94,437
Q2 2025 Reduced 15.25%
$0
$0 0.0% of portfolio
21,900
Q4 2024 New
$485M
$55,000 0.0% of portfolio
12,259
Q2 2025 New
Grayscale Bitcoin Mini Tr Et
-
$0 0.0% of portfolio
-
Q2 2025 Added 3.34%
Grayscale Ethereum Mini Tr E
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.35%
Grayscale Ethereum Trust ETF
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.75%
$788M
$719,000 0.0% of portfolio
58,994
Q2 2025 Added 3.97%
$2.57B
$581,000 0.0% of portfolio
10,430
Q2 2025 Added 23.75%
$538M
$184,000 0.0% of portfolio
30,640
Q2 2025 Reduced 2.13%
$1.51B
$767,000 0.0% of portfolio
16,672
Q2 2025 Added 13.42%
$194M
$742,000 0.0% of portfolio
33,437
Q2 2025 Reduced 0.85%
$1.53B
$982,000 0.0% of portfolio
15,125
Q2 2025 Added 42.23%
Greystone Housing Impact Inv
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 26.16%
$4.31B
$6.27 Million 0.0% of portfolio
86,614
Q2 2025 Added 0.3%
$6.76B
$995,000 0.0% of portfolio
110,135
Q2 2025 Added 14.51%
$6.38B
$6.16 Million 0.0% of portfolio
14,113
Q2 2025 Added 1.29%
$704M
$624,000 0.0% of portfolio
18,668
Q2 2025 New
$113M
$209,000 0.0% of portfolio
223,044
Q2 2025 Reduced 0.04%
$12B
$391,000 0.0% of portfolio
1,703
Q2 2025 Reduced 46.38%
$4.35B
$1.2 Million 0.0% of portfolio
23,721
Q2 2025 Added 200.91%

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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