Home › Lido Advisors, LLC

Lido Advisors, LLC 13F holdings

Filed 2026-08-07 · Lido Advisors, LLC · 3,398 positions · $36.8B

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
SPYSTATE STR SPDR S&P 500 ETF T4.7M$3.5B9.5%
SPYSTATE STR SPDR S&P 500 ETF T4.4M$3.3B9.0%
SPYSTATE STR SPDR S&P 500 ETF T4.1M$3.0B8.3%
AAPLAPPLE INC3.7M$1.1B2.9%
BSCRINVESCO EXCH TRD SLF IDX FD54.4M$1.1B2.9%
NVDANVIDIA CORPORATION5.2M$1.0B2.8%
BSCQINVESCO EXCH TRD SLF IDX FD46.4M$906.8M2.5%
MSFTMICROSOFT CORP2.0M$730.7M2.0%
FTECFIDELITY COVINGTON TRUST2.0M$567.8M1.5%
—SSGA ACTIVE TR21.7M$540.9M1.5%
IVWISHARES TR3.4M$472.0M1.3%
IVEISHARES TR2.0M$455.1M1.2%
AMZNAMAZON COM INC1.8M$418.6M1.1%
QQQINVESCO QQQ TR548.9K$404.2M1.1%
GOOGLALPHABET INC1.0M$368.5M1.0%
QQQINVESCO QQQ TR406.0K$299.1M0.8%
AVGOBROADCOM INC749.1K$283.0M0.8%
GOOGALPHABET INC784.7K$277.2M0.8%
ITOTISHARES TR1.6M$268.4M0.7%
IVVISHARES TR356.1K$266.7M0.7%
VOOVANGUARD INDEX FDS383.1K$263.1M0.7%
AAPLAPPLE INC791.0K$228.9M0.6%
VGTVANGUARD WORLD FD1.7M$208.7M0.6%
FNCLFIDELITY COVINGTON TRUST2.5M$193.5M0.5%
JPMJPMORGAN CHASE & CO550.5K$180.2M0.5%
MUMICRON TECHNOLOGY INC152.5K$176.0M0.5%
FIDUFIDELITY COVINGTON TRUST1.7M$164.8M0.4%
NVDANVIDIA CORPORATION805.4K$161.2M0.4%
VTIVANGUARD INDEX FDS432.1K$159.9M0.4%
FHLCFIDELITY COVINGTON TRUST2.1M$159.9M0.4%
IWFISHARES TR1.3M$159.2M0.4%
MSFTMICROSOFT CORP404.7K$151.0M0.4%
FDISFIDELITY COVINGTON TRUST1.4M$146.2M0.4%
TSLATESLA INC342.8K$144.2M0.4%
BRK-BBERKSHIRE HATHAWAY INC DEL287.7K$144.0M0.4%
METAMETA PLATFORMS INC245.2K$138.1M0.4%
LLYELI LILLY & CO113.8K$136.4M0.4%
IEFAISHARES TR1.4M$135.5M0.4%
AMATAPPLIED MATLS INC186.6K$134.9M0.4%
FCOMFIDELITY COVINGTON TRUST1.9M$134.7M0.4%
BSCUINVESCO EXCH TRD SLF IDX FD7.8M$129.3M0.4%
JIREJ P MORGAN EXCHANGE TRADED F1.5M$127.0M0.3%
PNCPNC FINL SVCS GROUP INC505.7K$124.5M0.3%
IWYISHARES TR402.3K$116.9M0.3%
IWVISHARES TR268.9K$114.7M0.3%
COSTCOSTCO WHOLESALE CORPORATION122.5K$114.6M0.3%
ABBVABBVIE INC454.3K$114.3M0.3%
BAPRINNOVATOR ETFS TRUST2.1M$114.2M0.3%
SPYSTATE STR SPDR S&P 500 ETF T152.0K$113.5M0.3%
LRCXLAM RESEARCH CORP253.2K$109.8M0.3%
IBDTISHARES TR4.2M$106.7M0.3%
IBDRISHARES TR4.4M$106.2M0.3%
IBDSISHARES TR4.4M$105.8M0.3%
TSMTAIWAN SEMICONDUCTOR MANUFAC217.4K$104.0M0.3%
BSCTINVESCO EXCH TRD SLF IDX FD5.6M$103.3M0.3%
IWRISHARES TR923.7K$101.9M0.3%
IWXISHARES TR911.7K$95.9M0.3%
EXMOCEXXON MOBIL CORP699.8K$95.7M0.3%
GSGOLDMAN SACHS GROUP INC91.5K$92.6M0.3%
WMTWALMART INC815.1K$92.3M0.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}