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
FREL Fidelity Covington Tr Msci Rea ETFs	$0	$37.1 Million 0.12% of portfolio	1,334,794	Q3 2025 Added 9.28%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$37.7 Million 0.12% of portfolio	185,078	Q3 2025 Reduced 2.72%
MCD Mcdonalds Corp Consumer Cyclical	$226B	$36.5 Million 0.12% of portfolio	120,207	Q3 2025 Added 49.46%
MU Micron Technology Inc Technology	$268B	$36.2 Million 0.12% of portfolio	216,321	Q3 2025 Added 20.64%
PG Procter & Gamble CO Consumer Defensive	$350B	$38 Million 0.12% of portfolio	247,471	Q3 2025 Added 17.69%
VFH Vanguard Financial ETF ETFs	$0	$38.6 Million 0.12% of portfolio	294,498	Q3 2025 Added 68.99%
ABT Abbott Laboratories Healthcare	$229B	$34.3 Million 0.11% of portfolio	255,955	Q3 2025 Added 14.52%
AXP American Express CO Financial Services	$267B	$34.5 Million 0.11% of portfolio	103,999	Q3 2025 Added 44.88%
CVX Chevron Corp Energy	$309B	$34.3 Million 0.11% of portfolio	220,697	Q3 2025 Added 44.48%
FUTY Fidelity Covington Tr Msci Uti ETFs	$0	$33.7 Million 0.11% of portfolio	596,541	Q3 2025 Added 3.83%
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	$0	$33.1 Million 0.11% of portfolio	1,410,432	Q3 2025 Added 21.34%
LHX L3 Harris Technologies, Inc. Industrials	$55.4B	$33.8 Million 0.11% of portfolio	110,580	Q3 2025 Added 971.93%
PWR Quanta Services, Inc. Industrials	$61.4B	$34.9 Million 0.11% of portfolio	84,217	Q3 2025 Added 27.42%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$34 Million 0.11% of portfolio	57,069	Q3 2025 Added 49.85%
DE Deere & CO Industrials	$144B	$31.4 Million 0.1% of portfolio	68,759	Q3 2025 Added 27.67%
FMAT Fidelity Covington Tr Msci Mat ETFs	$0	$32.7 Million 0.1% of portfolio	623,248	Q3 2025 Added 8.66%
PFFD Global X Fds U S Pfd ETF (De) ETFs	$0	$30 Million 0.1% of portfolio	1,545,514	Q3 2025 Added 0.54%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$30.6 Million 0.1% of portfolio	214,572	Q3 2025 Added 2.44%
KLAC Kla Corp Technology	$161B	$32 Million 0.1% of portfolio	29,700	Q3 2025 Added 110.92%
MRK Merck & Co., Inc. Healthcare	$235B	$30.1 Million 0.1% of portfolio	358,879	Q3 2025 Added 53.14%
QCOM Qualcomm Inc Technology	$195B	$31.7 Million 0.1% of portfolio	190,748	Q3 2025 Added 26.75%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$32.3 Million 0.1% of portfolio	1,183,407	Q3 2025 New
VB Vanguard Small Cap ETF ETFs	$0	$31.1 Million 0.1% of portfolio	122,177	Q3 2025 Added 22.56%
VXF Vanguard Extended Market ETF ETFs	$0	$31.4 Million 0.1% of portfolio	149,821	Q3 2025 Reduced 1.23%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$30.6 Million 0.1% of portfolio	564,384	Q3 2025 Added 33.77%
VTWO Vanguard Russell 2000 ETF ETFs	$0	$31.5 Million 0.1% of portfolio	321,954	Q3 2025 Added 2.36%
VONV Vanguard Russell 1000 Value Et ETFs	$0	$30.7 Million 0.1% of portfolio	343,947	Q3 2025 Added 2.12%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$32.4 Million 0.1% of portfolio	229,990	Q3 2025 Added 0.22%
VCR Vanguard Consumer Discretionar ETFs	$0	$30.4 Million 0.1% of portfolio	76,776	Q3 2025 Added 76.51%
ZBH Zimmer Biomet Holdings, Inc. Healthcare	$18.9B	$31 Million 0.1% of portfolio	314,297	Q3 2025 Added 15.09%
AMT American Tower Corp Real Estate	$85.5B	$27.7 Million 0.09% of portfolio	143,896	Q3 2025 Added 9.87%
COP Conocophillips Energy	$116B	$29.6 Million 0.09% of portfolio	312,432	Q3 2025 Added 14.71%
DPZ Dominos Pizza Inc Consumer Cyclical	$14.5B	$28.2 Million 0.09% of portfolio	65,432	Q3 2025 Added 7.97%
GE General Electric CO Industrials	$333B	$27.9 Million 0.09% of portfolio	92,829	Q3 2025 Added 15.23%
GD General Dynamics Corp Industrials	$94.5B	$28.5 Million 0.09% of portfolio	83,587	Q3 2025 Added 18.6%
IBM International Business Machines Corp Technology	$274B	$27.1 Million 0.09% of portfolio	96,050	Q3 2025 Added 4.47%
ISRG Intuitive Surgical Inc Healthcare	$194B	$29.2 Million 0.09% of portfolio	65,196	Q3 2025 Added 3.86%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$27.4 Million 0.09% of portfolio	111,004	Q3 2025 Added 113.48%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$27.7 Million 0.09% of portfolio	296,324	Q3 2025 Added 35.01%
VIS Vanguard Industrial ETF ETFs	$0	$28.7 Million 0.09% of portfolio	96,995	Q3 2025 Added 67.24%
VHT Vanguard Health Care ETF ETFs	$0	$28.6 Million 0.09% of portfolio	110,074	Q3 2025 New
VOX Vanguard Communication Service ETFs	$0	$27.2 Million 0.09% of portfolio	144,864	Q3 2025 Added 73.81%
WTV Wisdomtree Tr Wisdomtree U.S. ETFs	$0	$28.5 Million 0.09% of portfolio	312,729	Q3 2025 Added 0.78%
DIS Walt Disney CO Communication Services	$193B	$24.3 Million 0.08% of portfolio	212,546	Q3 2025 Added 33.63%
EMR Emerson Electric CO Industrials	$75.4B	$23.7 Million 0.08% of portfolio	180,422	Q3 2025 Added 43.11%
HON Honeywell International Inc Industrials	$134B	$23.7 Million 0.08% of portfolio	112,440	Q3 2025 Added 87.7%
ICE Intercontinental Exchange, Inc. Financial Services	$84.9B	$25.8 Million 0.08% of portfolio	153,081	Q3 2025 Added 39.04%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$26 Million 0.08% of portfolio	137,049	Q3 2025 Added 5.22%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$25.5 Million 0.08% of portfolio	267,969	Q3 2025 Added 148.52%
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$26.4 Million 0.08% of portfolio	275,004	Q3 2025 Added 5.4%

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