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CIK: 0001403438
Total reported value
$445.1B
$445.1B
5580 檔
7.2%
At the close of Q3 2025, LPL Financial LLC disclosed equity holdings valued at approximately $445.1B, spread across 5580 reported holdings.
In Q3 2025, LPL Financial LLC displayed an active expansion posture, initiating 1 new positions and adding to 48 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, QQQ) accounted for 7.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
BDYN
市值: $388.9M
Top Position Liquidated / Trimmed
IVV
前期市值: $5.9B
Showing top 200 holdings (of 5580 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.97% | +0.48% | +8.38% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.96% | -0.07% | +3.13% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.87% | +0.14% | +2.99% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | -0.01% | +4.27% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.70% | -0.02% | +6.33% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.12% | +6.11% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.32% | -0.02% | +2.10% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.19% | +0.05% | +3.48% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | — | +3.73% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.06% | +8.33% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.05% | -0.16% | -4.84% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | -0.01% | +6.98% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.99% | -0.07% | +2.75% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.90% | -0.08% | +9.58% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 0.76% | +0.02% | +2.45% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.75% | -0.03% | +5.18% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.75% | -0.06% | +2.88% | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 0.74% | -0.13% | +5.71% | |
| 19 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.71% | +0.07% | +27.09% | |
| 20 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.70% | +0.14% | +11.08% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.68% | +0.04% | +4.46% | |
| 22 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.67% | +0.03% | +2.85% | |
| 23 | CGDV | Cap Group Dividend Value | ETF-Other | 0.64% | +0.09% | +22.69% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 0.64% | +0.13% | +3.25% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.06% | +8.39% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.61% | +0.06% | -5.71% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.05% | +8.69% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.04% | +6.03% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | -0.02% | +2.34% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | -0.01% | +1.65% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.55% | — | +9.87% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-Other | 0.54% | +0.05% | +6.57% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | -0.01% | +6.77% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | -0.10% | +8.02% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.50% | — | +5.80% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | -0.02% | +1.30% | |
| 37 | CGGR | Cap Group Growth Equity | ETF-Other | 0.49% | +0.08% | +28.47% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.04% | +3.40% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | -0.03% | +8.67% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.47% | -0.17% | +7.46% | |
| 41 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.46% | -0.02% | +4.18% | |
| 42 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.46% | -0.04% | +4.26% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | -0.02% | +5.66% | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.42% | -0.02% | +13.48% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.04% | +4.64% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.41% | -0.02% | +58.24% | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.41% | -0.18% | -8.69% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | +0.01% | +2.53% | |
| 49 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.41% | -0.03% | +5.59% | |
| 50 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.40% | -0.07% | +6.61% |
According to official SEC Form 13F filings, LPL Financial LLC reported a total U.S. public equity portfolio value of $445.1B across 5580 disclosed positions in Q3 2025.
During Q3 2025, LPL Financial LLC's top holdings by market value included IVV (2.0%)、SPY (2.0%)、QQQ (1.9%). The largest single position, IVV, represented 2.0% of total portfolio value.
In Q3 2025, LPL Financial LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 48 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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