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CIK: 0001403438
Total reported value
$445.1B
$445.1B
5658 檔
7.5%
In Q4 2025, LPL Financial LLC's U.S. equity holdings reached a combined market value of $445.1B, distributed across 5658 disclosed stock positions.
In Q4 2025, LPL Financial LLC displayed an active expansion posture, initiating 1 new positions and adding to 45 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, QQQ) accounted for 7.5% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 5658 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | +0.48% | +3.82% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.93% | -0.07% | +2.82% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.81% | +0.14% | +0.97% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.76% | -0.02% | +3.26% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.69% | -0.01% | +1.05% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | -0.12% | +5.33% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.29% | -0.02% | +2.01% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.17% | +0.05% | +2.66% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | — | +7.44% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.06% | +6.30% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | -0.01% | +3.81% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.00% | -0.07% | +4.62% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.96% | -0.08% | +11.63% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.88% | -0.16% | -12.67% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.78% | -0.06% | +7.86% | |
| 16 | CGDV | Cap Group Dividend Value | ETF-Other | 0.76% | +0.09% | +20.74% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.75% | +0.07% | +10.38% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.75% | -0.03% | +7.09% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.05% | +3.56% | |
| 20 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.74% | +0.14% | +9.80% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | +0.02% | +0.44% | |
| 22 | MBB | Ishares Mbs ETF | ETF-Other | 0.73% | -0.13% | +4.12% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | +0.04% | +1.84% | |
| 24 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.65% | +0.03% | +1.36% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.64% | -0.10% | +28.86% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.63% | +0.13% | +103.89% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.04% | +4.46% | |
| 28 | RDVY | First Trust Rising Dividend | ETF-Other | 0.58% | +0.05% | +10.54% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.58% | +0.06% | +2.17% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | -0.01% | +6.01% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | -0.02% | +1.50% | |
| 32 | CGGR | Cap Group Growth Equity | ETF-Other | 0.55% | +0.08% | +17.66% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.06% | +6.07% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.04% | +3.01% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.52% | -0.01% | +5.07% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | -0.17% | +5.67% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | — | -3.87% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.49% | -0.02% | +0.32% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | — | +1.73% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | -0.03% | +4.63% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.04% | +2.29% | |
| 42 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.46% | -0.04% | +3.60% | |
| 43 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.45% | -0.02% | +4.95% | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.45% | -0.02% | +9.67% | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.42% | -0.02% | +6.86% | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.42% | -0.03% | +6.21% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.41% | -0.02% | +0.46% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | +0.01% | +2.83% | |
| 49 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.38% | -0.07% | +3.65% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.38% | -0.03% | +19.56% |
According to official SEC Form 13F filings, LPL Financial LLC reported a total U.S. public equity portfolio value of $445.1B across 5658 disclosed positions in Q4 2025.
During Q4 2025, LPL Financial LLC's top holdings by market value included IVV (2.0%)、SPY (1.9%)、QQQ (1.8%). The largest single position, IVV, represented 2.0% of total portfolio value.
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Top New Position Initiated
AKRE
市值: $151.2M
Top Position Liquidated / Trimmed
BSCP
前期市值: $119.3M
In Q4 2025, LPL Financial LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 45 positions, trimming 3 holdings, and fully liquidating 1 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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