Quick Takeaways
- Lindbrook Capital, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2025.
- Latest reported holdings value: $1,084,646,694.
- Info
- Portfolio
13F Filings History of Lindbrook Capital, LLC
- Latest 13F report
- Q1 2025 - 05 May 2025
- Value $
- $1,084,646,694
- Signature - Title
- Tyler Dritz - Chief Compliance Officer
- Location
- Calabasas, CA
- Summary
- This page shows a list of all the recent 13F filings made by Lindbrook Capital, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lindbrook Capital, LLC reported 2778 stock holdings with total value $1,084,646,694 as of Q1 2025. Top holdings included VTI, VXUS, AAPL, GBDC, and SPY.
Follow Filing Activity
Follow Lindbrook Capital, LLC and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 05 May 2025, 15:47.
- Reported value moved from $1,108,549,226 to $1,084,646,694.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Official SEC Source
Backed by Form 13F
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 2,778 | $1,084,646,694 | +$79,785,256 | -$59,893,664 | +$19,891,592 | VTI, VXUS, AAPL, GBDC, SPY | 13F-HR | 05 May 2025, 15:47 |
| Q4 2024 | 2,772 | $1,108,549,226 | +$25,883,814 | -$55,655,209 | -$29,771,395 | VTI, VXUS, AAPL, SPY, GBDC | 13F-HR | 06 Feb 2025, 17:10 |
| Q3 2024 | 2,822 | $1,128,325,462 | +$66,098,541 | -$40,980,549 | +$25,117,992 | VTI, VXUS, AAPL, GBDC, SPY | 13F-HR | 01 Nov 2024, 16:12 |
| Q2 2024 | 2,756 | $1,064,770,397 | +$68,763,068 | -$68,237,604 | +$525,464 | VTI, VXUS, GBDC, AAPL, SPY | 13F-HR | 31 Jul 2024, 13:02 |
| Q1 2024 | 2,644 | $1,068,978,223 | +$49,812,149 | -$53,404,014 | -$3,591,865 | VTI, VXUS, GBDC, AAPL, SPY | 13F-HR | 25 Apr 2024, 13:39 |
| Q4 2023 | 2,689 | $1,001,522,104 | +$47,088,255 | -$35,028,843 | +$12,059,412 | VTI, VXUS, GBDC, AAPL, SPY | 13F-HR | 31 Jan 2024, 18:24 |
| Q3 2023 | 2,684 | $893,875,237 | +$24,333,241 | -$39,254,260 | -$14,921,019 | VTI, GBDC, VXUS, AAPL, SPY | 13F-HR | 25 Oct 2023, 15:35 |
| Q2 2023 | 2,703 | $939,430,601 | +$58,590,607 | -$26,150,953 | +$32,439,654 | VTI, VXUS, GBDC, AAPL, SPY | 13F-HR | 28 Jul 2023, 21:20 |
| Q1 2023 | 2,769 | $853,258,598 | +$82,797,737 | -$89,785,430 | -$6,987,693 | VTI, GBDC, VXUS, AAPL, SPY | 13F-HR | 26 Apr 2023, 15:06 |
| Q4 2022 | 2,820 | $812,019,847 | +$191,246,662 | -$18,797,493 | +$172,449,169 | VTI, GBDC, VXUS, AAPL, OCSL | 13F-HR | 24 Jan 2023, 18:14 |
| Q3 2022 | 2,594 | $592,464,004 | +$48,244,161 | -$17,685,562 | +$30,558,599 | VTI, GBDC, VXUS, AAPL, OCSL | 13F-HR | 10 Nov 2022, 15:17 |
| Q2 2022 | 2,456 | $604,521,001 | +$97,365,723 | -$27,194,667 | +$70,171,056 | VTI, GBDC, VXUS, AAPL, IWF | 13F-HR | 01 Aug 2022, 17:20 |
| Q1 2022 | 2,457 | $647,642,001 | +$48,618,131 | -$24,281,341 | +$24,336,790 | VTI, VXUS, GBDC, AAPL, IWF | 13F-HR | 20 Apr 2022, 19:08 |
| Q4 2021 | 2,055 | $655,807,000 | +$259,110,658 | -$6,968,823 | +$252,141,835 | VTI, VXUS, GBDC, AAPL, IWF | 13F-HR | 14 Jan 2022, 18:32 |
| Q3 2021 | 1,836 | $381,335,000 | +$14,127,163 | -$60,860,971 | -$46,733,808 | VTI, VXUS, GBDC, AAPL, OCSL | 13F-HR | 05 Nov 2021, 16:51 |
| Q2 2021 | 1,898 | $447,202,020 | +$13,604,785 | -$32,125,448 | -$18,520,663 | VTI, VXUS, GBDC, AAPL, JFR | 13F-HR | 27 Jul 2021, 14:21 |
| Q1 2021 | 1,859 | $436,980,000 | +$30,387,067 | -$25,521,990 | +$4,865,077 | VTI, VXUS, GBDC, AAPL, EFT | 13F-HR | 28 Apr 2021, 15:31 |
| Q4 2020 | 1,758 | $408,647,000 | +$11,659,255 | -$11,325,878 | +$333,377 | VTI, VXUS, GBDC, AAPL, EFT | 13F-HR | 27 Jan 2021, 17:24 |
| Q3 2020 | 1,727 | $363,004,000 | +$24,652,903 | -$12,540,472 | +$12,112,431 | VTI, VXUS, GBDC, AAPL, EFT | 13F-HR | 03 Nov 2020, 09:45 |
| Q2 2020 | 1,701 | $336,833,000 | +$47,171,516 | -$18,115,385 | +$29,056,131 | VTI, VXUS, GBDC, AAPL, SPY | 13F-HR | 27 Jul 2020, 15:55 |
| Q1 2020 | 1,665 | $263,985,000 | +$62,797,975 | -$22,329,502 | +$40,468,473 | VTI, VXUS, JFR, AAPL, GBDC | 13F-HR | 22 Apr 2020, 13:58 |
| Q4 2019 | 1,492 | $287,097,000 | +$7,310,731 | -$5,133,814 | +$2,176,917 | VTI, VXUS, SPY, EFA, AAPL | 13F-HR | 24 Jan 2020, 17:38 |
| Q3 2019 | 1,425 | $264,532,000 | +$10,851,574 | -$6,718,044 | +$4,133,530 | VTI, VXUS, SPY, EFA, AAPL | 13F-HR | 30 Oct 2019, 18:10 |
| Q2 2019 | 1,385 | $259,137,000 | +$13,296,753 | -$13,003,281 | +$293,472 | VTI, VXUS, SPY, EFA, EFT | 13F-HR | 24 Jul 2019, 16:57 |
| Q1 2019 | 1,374 | $250,156,000 | +$30,291,357 | -$7,429,986 | +$22,861,371 | VTI, VXUS, SPY, EFA, EFT | 13F-HR | 23 Apr 2019, 14:50 |
| Q4 2018 | 1,338 | $202,827,000 | $0 | $0 | $0 | VTI, VXUS, SPY, EFA, AAPL | 13F-HR | 07 Feb 2019, 15:03 |