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Advisor Managed Portfolios shares owned by LPL Financial

Quarter-by-quarter ownership of Advisor Managed Portfolios (MVPA) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Advisor Managed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Advisor Managed Portfolios held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisor Managed Portfolios by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $476k 14k 34.69
2025-06-30 $241k 7.0k 34.51

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Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding Advisor Managed Portfolios

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View all funds holding Advisor Managed Portfolios