Lido Advisors, LLC Portfolio Holdings

Lido Advisors, LLC

$31.4 Billion
Q3 2025

Lido Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $31.4 Billion distributed in 3223 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $2.22B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.27B, Apple Inc. with a value of $1.11B, Invesco Et Self Idxd Fd Tr Bul with a value of $1.03B, and Nvidia Corp with a value of $973M.

Examining the 13F form we can see an increase of $5.52B in the current position value, from $25.9B to 31.4B.

Lido Advisors, LLC is based out at Los Angeles, CA

Below you can find more details about Lido Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $31.4 Billion

ETFs: $20.4 Billion

Technology: $5.09 Billion

Financial Services: $1.22 Billion

Consumer Cyclical: $1.02 Billion

Communication Services: $977 Million

Healthcare: $842 Million

Industrials: $715 Million

Consumer Defensive: $446 Million

Other: $660 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SSO Proshares Ultra S&P 500 ETFs	$0	$8.37 Million 0.03% of portfolio	74,688	Q3 2025 Reduced 11.15%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$8.89 Million 0.03% of portfolio	337,546	Q3 2025 Added 61.04%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$9.47 Million 0.03% of portfolio	319,647	Q3 2025 Added 1,086.51%
XLE Energy Sector Spdr ETFs	$0	$9.04 Million 0.03% of portfolio	101,190	Q3 2025 Added 12.8%
XLI Industrial Sector Spdr ETFs	$0	$9.81 Million 0.03% of portfolio	63,604	Q3 2025 Reduced 19.38%
XLY Select Sector Spdr Consumer Di ETFs	$0	$10.9 Million 0.03% of portfolio	45,439	Q3 2025 Reduced 60.78%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$8.04 Million 0.03% of portfolio	17,336	Q3 2025 Added 28.83%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$10.7 Million 0.03% of portfolio	132,884	Q3 2025 Added 431.94%
XAR Spdr S&P Aerospace & Defense E ETFs	$0	$9.42 Million 0.03% of portfolio	40,073	Q3 2025 Reduced 0.44%

PSK Spdr Ser Tr Spdr Ice Pfd Sec E ETFs	$0	$9.29 Million 0.03% of portfolio	280,795	Q3 2025 Added 0.14%
VV Vanguard Large Cap ETF ETFs	$0	$8.17 Million 0.03% of portfolio	26,550	Q3 2025 Added 464.77%
GLDM World Gold Trust ETFs	$11.9B	$8.2 Million 0.03% of portfolio	107,195	Q3 2025 Added 103.13%
AMLP Alps ETF Tr Alerian Mlp ETF ETFs	$0	$5.8 Million 0.02% of portfolio	123,539	Q3 2025 Added 2.2%
XBB Bondbloxx ETF Tr Bb Rated Usd ETFs	$0	$7.75 Million 0.02% of portfolio	187,589	Q3 2025 Added 2.75%
FDLO Fidelity Covington Tr Low Vola ETFs	$0	$7.64 Million 0.02% of portfolio	115,914	Q3 2025 Added 0.01%
PDBC Invesco Act Mge Et Cmdt Fd Tr ETFs	$0	$6.56 Million 0.02% of portfolio	488,410	Q3 2025 New
DBC Invesco Db Commodity Index Tracking Fund ETFs	$3.62B	$6.84 Million 0.02% of portfolio	303,656	Q3 2025 Added 1,998.67%
BSJQ Invesco Etsf Fd Tr Bulletshare ETFs	$0	$6.84 Million 0.02% of portfolio	292,137	Q3 2025 Added 241.54%

PRF Invesco Exchange Traded Fd Tr ETFs	$0	$5.75 Million 0.02% of portfolio	127,198	Q3 2025 Added 7.99%
IAU Ishares Gold Trust ETFs	$65.3B	$7.44 Million 0.02% of portfolio	102,250	Q3 2025 Reduced 1.58%
EWG Ishares Msci Germany ETF ETFs	$0	$7.37 Million 0.02% of portfolio	177,056	Q3 2025 Added 247.05%
EWC Ishares Msci Canada ETF ETFs	$0	$7.35 Million 0.02% of portfolio	145,382	Q3 2025 Added 86.64%
EWT Ishares Inc Msci Taiwan ETF ETFs	$0	$6.4 Million 0.02% of portfolio	100,528	Q3 2025 Added 146.08%
EWQ Ishares Msci France ETF ETFs	$0	$7.63 Million 0.02% of portfolio	173,740	Q3 2025 Added 189.33%
EWL Ishares Inc Msci Switzerlnd ETFs	$0	$6.2 Million 0.02% of portfolio	112,169	Q3 2025 Added 155.18%
AOK Ishares Tr Core Conservative A ETFs	$0	$6.29 Million 0.02% of portfolio	156,719	Q3 2025 Reduced 5.67%
SLQD Ishares 0 5 Year Investment Gr ETFs	$0	$5.24 Million 0.02% of portfolio	103,160	Q3 2025 Added 4.45%
SOXX Ishares Semiconductor ETF ETFs	$0	$6.52 Million 0.02% of portfolio	24,066	Q3 2025 Added 33.13%
ITA Ishares Tr ETFs	$0	$4.78 Million 0.02% of portfolio	22,855	Q3 2025 Added 9.09%
IWN Ishares Russell2000 Val ETF ETFs	$0	$5.36 Million 0.02% of portfolio	30,301	Q3 2025 Added 12.83%
INDA Ishares Msci India Index Fund ETFs	$0	$7.64 Million 0.02% of portfolio	146,675	Q3 2025 Added 85.52%
IBMQ Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$5.23 Million 0.02% of portfolio	204,122	Q3 2025 Added 10.01%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$6.01 Million 0.02% of portfolio	190,227	Q3 2025 Added 8.47%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$5.65 Million 0.02% of portfolio	34,360	Q3 2025 Reduced 10.27%
IBTF Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$7.25 Million 0.02% of portfolio	310,325	Q3 2025 Reduced 1.4%
IBDV Ishares Tr Technology	$0	$6 Million 0.02% of portfolio	270,791	Q3 2025 Added 1.13%
IBTG Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$5.49 Million 0.02% of portfolio	239,414	Q3 2025 Reduced 1.0%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$6.41 Million 0.02% of portfolio	126,274	Q3 2025 Added 7.2%
XLC Select Sector Spdr Tr Communic ETFs	$0	$7.45 Million 0.02% of portfolio	62,900	Q3 2025 Reduced 75.41%
SPMB Spdr Ser Tr Spdr Portfolio Mor ETFs	$0	$4.91 Million 0.02% of portfolio	218,890	Q3 2025 New
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$5.8 Million 0.02% of portfolio	41,404	Q3 2025 Added 8.14%
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$5.35 Million 0.02% of portfolio	179,956	Q3 2025 Reduced 1.93%
VBR Vanguard Small Cap Value ETF ETFs	$0	$4.85 Million 0.02% of portfolio	23,220	Q3 2025 Added 45.21%
VDE Vanguard Energy ETF ETFs	$0	$6.12 Million 0.02% of portfolio	48,615	Q3 2025 Added 32.18%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$3.44 Million 0.01% of portfolio	89,078	Q3 2025 Added 17.75%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$2.57 Million 0.01% of portfolio	35,500	Q2 2025 Added 0.57%
SPXL Direxion Daily S&P 500 Bull 3 X ETFs	$0	$1.77 Million 0.01% of portfolio	8,349	Q3 2025 Reduced 0.24%
PFFA Etfis Ser Tr I ETFs	$0	$3.16 Million 0.01% of portfolio	145,745	Q3 2025 Added 8.79%
ONEQ Fidelity Nasdaq Composite Inde ETFs	$0	$2.92 Million 0.01% of portfolio	32,760	Q3 2025 Reduced 0.18%
FDRR Fidelity Covington Tr Divid Et ETFs	$0	$1.83 Million 0.01% of portfolio	31,186	Q3 2025 New

Summary

Portfolio
No. of Stocks 3,223
Current Value $31.4 Billion
Prior Value $25.9 Billion
Filing
Period Q3 2025
Filing Date November 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 206 stocks
Additional Purchases 933 stocks
Sold out of 0 stocks
Reduced holdings in 348 stocks

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Lido Advisors, LLC Portfolio Holdings