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
TDIV First Trust Nasdaq Technology ETFs	$0	$4.12 Million 0.01% of portfolio	41,825	Q3 2025 New
SKYY First Trust Cloud Computing Et ETFs	$0	$1.7 Million 0.01% of portfolio	12,628	Q3 2025 Added 1.61%
SNSR Global X Fds Internet Of Thing ETFs	$0	$1.82 Million 0.01% of portfolio	46,641	Q3 2025 Reduced 6.38%
PAVE Global X Fds Us Infrastructure ETFs	$0	$1.92 Million 0.01% of portfolio	40,330	Q3 2025 Added 28.24%
AIQ Global X Funds Global X Artifi ETFs	$0	$2.32 Million 0.01% of portfolio	46,972	Q3 2025 Added 120.54%
GTO Invesco Actively Managed ETF T ETFs	$0	$1.76 Million 0.01% of portfolio	37,047	Q3 2025 Reduced 12.04%
BSJP Invesco Et Sf Idxd Fd Tr Bulle ETFs	$0	$2.51 Million 0.01% of portfolio	108,974	Q3 2025 Added 0.57%
BSMV Invesco ETF Self Indexed Fd Tr ETFs	$0	$3.72 Million 0.01% of portfolio	176,900	Q3 2025 Added 104.51%
BSMU Invesco Exchange Self Ind Tr ETFs	$0	$3.6 Million 0.01% of portfolio	164,400	Q3 2025 Added 100.0%

BSMT Invesco Bulletshares 2029 Muni ETFs	$0	$2.21 Million 0.01% of portfolio	95,600	Q3 2025 Added 62.31%
EWN Ishares Msci Netherlnds ETF ETFs	$0	$3.61 Million 0.01% of portfolio	62,249	Q3 2025 Added 219.42%
EWA Ishares Msci Australia ETF ETFs	$0	$4.27 Million 0.01% of portfolio	158,258	Q3 2025 Added 110.94%
EWY Ishares Inc Msci South Korea E ETFs	$0	$3.93 Million 0.01% of portfolio	49,106	Q3 2025 Added 125.07%
SLV I Shares Silver Trust ETFs	$24.1B	$1.96 Million 0.01% of portfolio	46,249	Q3 2025 Added 20.7%
IHAK Ishares Tr Cybersecurity & Tec ETFs	$0	$1.61 Million 0.01% of portfolio	30,755	Q3 2025 Reduced 6.71%
XT Ishares Tr Exponential Technol ETFs	$0	$2.31 Million 0.01% of portfolio	32,142	Q3 2025 New
SHV Ishares Tr ETFs	$0	$3.45 Million 0.01% of portfolio	31,269	Q3 2025 Added 2.51%
IBB Ishares Biotechnology ETF ETFs	$0	$4.69 Million 0.01% of portfolio	32,499	Q3 2025 Reduced 4.27%

IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$2.6 Million 0.01% of portfolio	55,761	Q3 2025 Added 67.07%
IEUR Ishares Tr Ishares Core Msci E ETFs	$0	$3.79 Million 0.01% of portfolio	55,569	Q3 2025 Reduced 0.32%
IBHI Ishares Tr Ibonds 2029 Term Hi ETFs	$0	$1.79 Million 0.01% of portfolio	74,894	Q3 2025 Reduced 0.25%
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$3.42 Million 0.01% of portfolio	10,684	Q3 2025 Added 13.47%
DSI Ishares Msci Kld 400 Social Et ETFs	$0	$3.62 Million 0.01% of portfolio	28,707	Q3 2025 Reduced 0.98%
IDEV Ishares Core Msci Intl Develop ETFs	$0	$1.64 Million 0.01% of portfolio	20,484	Q3 2025 Added 0.62%
IEF Ishares Barclays ETFs	$0	$2.92 Million 0.01% of portfolio	30,250	Q3 2025 Added 3.15%
SUB Ishares Short Term National Mu ETFs	$0	$2.83 Million 0.01% of portfolio	26,514	Q3 2025 Added 213.66%
IDV Ishares Tr ETFs	$0	$2.6 Million 0.01% of portfolio	71,265	Q3 2025 Reduced 2.2%
AOR Ishares Tr Core Growth Allocat ETFs	$0	$1.78 Million 0.01% of portfolio	27,596	Q3 2025 Added 1.13%
IBHE Ishares Ibonds 2025 Term High ETFs	$0	$3.25 Million 0.01% of portfolio	140,020	Q3 2025 Added 0.4%
IBHG Ishares Tr Ibonds 2027 Term Hi	$0	$2.09 Million 0.01% of portfolio	92,787	Q3 2025 Reduced 4.54%
IYH Ishares Tr ETFs	$0	$1.69 Million 0.01% of portfolio	28,711	Q3 2025 Reduced 2.51%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$1.64 Million 0.01% of portfolio	30,930	Q3 2025 Added 1.53%
OEF Ishares S&P 100 ETF ETFs	$0	$2.12 Million 0.01% of portfolio	7,971	Q3 2025 Added 19.74%
IBDX Ishares Tr Ibonds Dec 2032 Ter ETFs	$0	$4.28 Million 0.01% of portfolio	166,871	Q3 2025 Added 4.01%
IBHF Ishares Tr Ibonds 2026 Term Hi ETFs	$0	$4.08 Million 0.01% of portfolio	174,421	Q3 2025 Reduced 1.94%
IYY Ishares Tr ETFs	$0	$3.49 Million 0.01% of portfolio	21,455	Q1 2025 Added 175.77%
HYG Ishares Tr ETFs	$0	$3.89 Million 0.01% of portfolio	47,947	Q3 2025 Added 285.58%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$1.99 Million 0.01% of portfolio	34,585	Q3 2025 Reduced 0.01%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$4.14 Million 0.01% of portfolio	81,550	Q3 2025 Added 11.46%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$3.3 Million 0.01% of portfolio	32,743	Q3 2025 Added 9.21%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$3.31 Million 0.01% of portfolio	35,426	Q3 2025 Added 117.07%
UPRO Proshares Trust Proshares Ultr ETFs	$0	$2.09 Million 0.01% of portfolio	18,713	Q3 2025 Added 5.86%
TQQQ Proshares Ultrapro Qqq ETFs	$0	$2.18 Million 0.01% of portfolio	21,124	Q3 2025 Reduced 52.17%
FNDX Schwab Fundamental U S Large C ETFs	$0	$4.05 Million 0.01% of portfolio	153,964	Q3 2025 Added 11.17%
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$2.87 Million 0.01% of portfolio	98,449	Q3 2025 Added 7.0%
SCHH Schwab Strategic U.S. Reit ETF ETFs	$0	$1.76 Million 0.01% of portfolio	81,719	Q3 2025 New
FNDF Schwab Fundamental Intl Large ETFs	$0	$1.94 Million 0.01% of portfolio	45,258	Q3 2025 Reduced 8.91%
SCHK Schwab Strategic Tr 1000 Index ETFs	$0	$3.36 Million 0.01% of portfolio	104,596	Q3 2025 New
FNDA Schwab Fundamental U S Small C ETFs	$0	$2.55 Million 0.01% of portfolio	81,936	Q3 2025 Added 30.48%
SCHO Schwab Short Term Us Treasury ETFs	$0	$4.17 Million 0.01% of portfolio	171,068	Q3 2025 Added 122.13%

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