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Lido Advisors, LLC

Lido Advisors, LLC is a Mutual Fund institutional filer with the SEC under CIK 1650150, reporting 1,849 portfolio positions, with 19 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-07

Top 10 portfolio positions

The largest reported holdings in Lido Advisors, LLC's most recent 13F filing, ranked by reported market value.

  1. STATE STR SPDR S&P 500 ETF T (SPY)
  2. APPLE INC (AAPL)
  3. NVIDIA CORPORATION (NVDA)
  4. INVESCO EXCH TRD SLF IDX FD (BSCR)
  5. INVESCO EXCH TRD SLF IDX FD (BSCQ)
  6. MICROSOFT CORP (MSFT)
  7. FIDELITY COVINGTON TRUST (FTEC)
  8. SSGA ACTIVE TR (MYCH)
  9. ISHARES TR (IVW)
  10. ISHARES TR (IVE)
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