Lindbrook Capital, LLC - Portfolio overview

Lindbrook Capital, LLC has 2773 reported holdings in this dataset, with the latest filing dated 2025-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. VTI - VANGUARD TOTAL STK MKT, 12.37%
  2. VXUS - VANGUARD TOTAL INTL STOCK IDEX ETF, 7.14%
  3. AAPL - APPLE INC, 4.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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