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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.22 Billion 7.06% of portfolio
3,330,890
Q3 2025 Added 9.88%
$0
$1.27 Billion 4.05% of portfolio
64,627,104
Q3 2025 Added 30.41%
$4.38T
$1.11 Billion 3.53% of portfolio
4,360,204
Q3 2025 Added 12.26%
$0
$1.03 Billion 3.27% of portfolio
52,597,185
Q3 2025 Reduced 15.17%
$474B
$973 Million 3.09% of portfolio
5,215,092
Q3 2025 Added 12.66%
$3.8T
$953 Million 3.03% of portfolio
1,839,854
Q3 2025 Added 26.8%
$0
$576 Million 1.83% of portfolio
27,853,340
Q3 2025 Added 493.71%
$0
$466 Million 1.48% of portfolio
2,095,600
Q3 2025 Added 0.15%
$0
$439 Million 1.4% of portfolio
3,639,449
Q3 2025 Added 6.47%
$2.39T
$392 Million 1.25% of portfolio
1,786,268
Q3 2025 Added 23.39%
$0
$369 Million 1.17% of portfolio
1,788,336
Q3 2025 Added 9.17%
$0
$310 Million 0.99% of portfolio
506,725
Q3 2025 Added 89.12%
$1.65T
$281 Million 0.89% of portfolio
1,156,990
Q3 2025 Added 38.53%
$0
$277 Million 0.88% of portfolio
414,274
Q3 2025 Added 1.07%
$0
$267 Million 0.85% of portfolio
1,833,068
Q3 2025 Reduced 3.33%
$139B
$240 Million 0.76% of portfolio
726,878
Q3 2025 Added 13.24%
$0
$206 Million 0.66% of portfolio
2,704,058
Q3 2025 Added 7.82%
$1.37T
$199 Million 0.63% of portfolio
270,502
Q3 2025 Added 18.47%
$891B
$186 Million 0.59% of portfolio
588,367
Q3 2025 Added 26.21%
$1.69T
$184 Million 0.58% of portfolio
753,687
Q3 2025 Added 5.48%
$0
$176 Million 0.56% of portfolio
376,589
Q3 2025 Added 29.55%
$1.28T
$164 Million 0.52% of portfolio
369,599
Q3 2025 Added 16.02%
$662B
$160 Million 0.51% of portfolio
318,520
Q3 2025 Added 35.22%
$0
$156 Million 0.5% of portfolio
1,789,545
Q3 2025 Added 684.45%
$0
$152 Million 0.48% of portfolio
1,482,404
Q3 2025 Added 9.03%
$0
$146 Million 0.47% of portfolio
2,062,288
Q3 2025 Added 10.42%
$0
$147 Million 0.47% of portfolio
446,569
Q3 2025 Added 6.55%
$0
$142 Million 0.45% of portfolio
1,736,585
Q3 2025 Added 1.88%
$0
$136 Million 0.43% of portfolio
2,036,294
Q3 2025 Added 7.45%
$0
$129 Million 0.41% of portfolio
472,601
Q3 2025 Added 0.15%
$0
$120 Million 0.38% of portfolio
7,123,475
Q3 2025 Added 49.47%
$495B
$121 Million 0.38% of portfolio
100,693
Q3 2025 Added 10.52%
$0
$114 Million 0.36% of portfolio
6,084,063
Q3 2025 Added 0.87%
$0
$110 Million 0.35% of portfolio
290,399
Q3 2025 Reduced 3.45%
$409B
$105 Million 0.33% of portfolio
113,499
Q3 2025 Added 43.38%
$0
$104 Million 0.33% of portfolio
5,036,583
Q3 2025 Reduced 4.51%
$130B
$100 Million 0.32% of portfolio
282,236
Q3 2025 Added 13.51%
$411B
$96.6 Million 0.31% of portfolio
417,166
Q3 2025 Added 9.81%
$974B
$98.6 Million 0.31% of portfolio
129,222
Q3 2025 Added 28.23%
$278B
$98 Million 0.31% of portfolio
950,423
Q3 2025 Added 33.03%
$371B
$95.3 Million 0.3% of portfolio
235,196
Q3 2025 Added 22.08%
$0
$95.8 Million 0.3% of portfolio
128,329
Q3 2025 Added 45.2%
$0
$87.7 Million 0.28% of portfolio
3,481,802
Q3 2025 Added 17.03%
$0
$86.6 Million 0.28% of portfolio
3,557,504
Q3 2025 Added 13.7%
$0
$88.7 Million 0.28% of portfolio
918,943
Q3 2025 Reduced 0.74%
$0
$87.3 Million 0.28% of portfolio
993,446
Q3 2025 Reduced 0.61%
$270B
$84.9 Million 0.27% of portfolio
106,634
Q3 2025 Added 7.08%
$0
$85.3 Million 0.27% of portfolio
3,592,833
Q3 2025 Added 14.58%
$540B
$85.1 Million 0.27% of portfolio
249,222
Q3 2025 Added 20.25%

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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