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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
2026-03-31 $1.4M 46k 31.30
2025-12-31 $858k 26k 33.19
2025-09-30 $476k 14k 34.69
2025-06-30 $241k 7.0k 34.51

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for LPL Financial

Top funds holding Advisor Managed Portfolios

LPL Financial
Susquehanna International
Commonwealth Equity Services
Jane Street
Advisor Group Holdings
Crewe Advisors

View all funds holding Advisor Managed Portfolios