LPL Financial LLC
All 13F Filings
- Location
- Fort Mill, SC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 366,181,024
- Description
- Fort Mill South Carolina based capital markets oriented portfolio platform with a limited liability advisory organization and a governance centered and selective investment mandate. The approach emphasizes long duration private asset evaluation, asset liability coordination, and planning integrated mandate design for capital markets connected portfolios. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through fundamental conviction testing and mandate calibration.
- Website
- https://www.lpl.com/
- Founded
- 1989
- Chairman
- —
- CEO
- Rich Steinmeier
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 5,869 | 366,181,024 | 13F-HR | LPL Financial LLC |
| Q3 2025 | 11/12/2025 | 5,793 | 343,111,257 | 13F-HR | LPL Financial LLC |
| Q2 2025 | 8/12/2025 | 5,548 | 299,807,977 | 13F-HR | LPL Financial LLC |
| Q1 2025 | 5/7/2025 | 5,344 | 257,147,939 | 13F-HR | LPL Financial LLC |
| Q4 2024 | 2/11/2025 | 5,274 | 246,016,246 | 13F-HR | LPL Financial LLC |
| Q3 2024 | 11/8/2024 | 5,156 | 224,320,475 | 13F-HR | LPL Financial LLC |
| Q2 2024 | 8/7/2024 | 5,007 | 200,767,695 | 13F-HR | LPL Financial LLC |
| Q1 2024 | 5/10/2024 | 4,909 | 186,265,560 | 13F-HR | LPL Financial LLC |
| Q4 2023 | 2/14/2024 | 4,792 | 165,111,641 | 13F-HR | LPL Financial LLC |
| Q3 2023 | 11/13/2023 | 4,684 | 142,844,674 | 13F-HR | LPL Financial LLC |
| Q2 2023 | 7/31/2023 | 4,584 | 139,951,914 | 13F-HR | LPL Financial LLC |
| Q1 2023 | 5/10/2023 | 4,482 | 128,471,678 | 13F-HR | LPL Financial LLC |
| Q4 2022 | 2/7/2023 | 4,451 | 116,786,055 | 13F-HR | LPL Financial LLC |
| Q3 2022 | 11/14/2022 | 4,416 | 103,648,617 | 13F-HR | LPL Financial LLC |
| Q2 2022 | 8/12/2022 | 4,418 | 105,258,978 | 13F-HR | LPL Financial LLC |
| Q1 2022 | 5/16/2022 | 4,174 | 116,366,016 | 13F-HR | LPL Financial LLC |
| Q4 2021 | 2/14/2022 | 4,335 | 119,151,696 | 13F-HR | LPL Financial LLC |
| Q3 2021 | 11/15/2021 | 4,319 | 106,490,483 | 13F-HR | LPL Financial LLC |
| Q2 2021 | 8/13/2021 | 4,218 | 98,898,818 | 13F-HR | LPL Financial LLC |
| Q1 2021 | 5/14/2021 | 4,071 | 86,992,284 | 13F-HR | LPL Financial LLC |
| Q4 2020 | 2/12/2021 | 3,805 | 77,221,974 | 13F-HR | LPL Financial LLC |
| Q3 2020 | 11/9/2020 | 3,545 | 64,033,078 | 13F-HR | LPL Financial LLC |
| Q2 2020 | 8/13/2020 | 3,458 | 57,394,151 | 13F-HR | LPL Financial LLC |
| Q1 2020 | 5/14/2020 | 3,202 | 46,422,419 | 13F-HR | LPL Financial LLC |
| Q4 2019 | 2/14/2020 | 3,341 | 54,954,139 | 13F-HR | LPL Financial LLC |
| Q2 2014 | 8/5/2014 | 2,677 | 17,166,593 | 13F-HR/A - RESTATEMENT | LPL Financial LLC |
| Q2 2014 | 8/5/2014 | 2,677 | 4,630,829 | 13F-HR | LPL Financial LLC |
| Q1 2014 | 5/12/2014 | 2,637 | 16,271,106 | 13F-HR | LPL Financial LLC |
| Q4 2013 | 2/13/2014 | 2,644 | 16,015,166 | 13F-HR | LPL Financial LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
416.6 K
(0.1% of total reported value)
· QoQ Δ:
-95.59 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 270.6 M | 74.1% | 18.04 M | 0 | 18.04 M |
| ETFs | 88.61 M | 24.3% | 4.63 M | 0 | 4.63 M |
| Debt | 3.163 M | 0.9% | 326.5 K | 0 | 326.5 K |
| Other | 2.825 M | 0.8% | 120.5 K | 0 | 120.5 K |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
366,181,024
Holdings
5869
QoQ value change ($000)
23,069,767
(6.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.