Lido Advisors, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings2,120 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF T | 4.8M | $3.6B | 9.7% | — | — | — | Decreased — |
STATE STR SPDR S&P 500 ETF T | 4.6M | $3.4B | 9.3% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 4.2M | $3.1B | 8.5% | $552.92 | +39.14% | 31 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 3.8M | $1.1B | 3.0% | $169.29 | +88.85% | 31 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 5.4M | $1.1B | 2.9% | $126.66 | +71.76% | 31 qtrssince 2018-Q4 | Increased 54 |
INVESCO EXCH TRD SLF IDX FD | 54.9M | $1.1B | 2.9% | $18.75 | +4.62% | 16 qtrssince 2022-Q3 | Decreased 0 |
INVESCO EXCH TRD SLF IDX FD | 48.1M | $938.9M | 2.5% | $17.85 | +9.37% | 16 qtrssince 2022-Q3 | Decreased 0 |
MICROSOFT CORP | 2M | $747.9M | 2.0% | $366.03 | +40.30% | 31 qtrssince 2018-Q4 | Increased 57 |
FIDELITY COVINGTON TRUST | 2M | $573.8M | 1.6% | $106.97 | +167.94% | 31 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET MY2028 CORPORATE BOND ETF | 22.3M | $555.4M | 1.5% | $24.62 | +0.93% | 3 qtrssince 2025-Q4 | Increased 76 |
ISHARES TR | 3.6M | $500.2M | 1.4% | $85.10 | +64.54% | 31 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.1M | $483.6M | 1.3% | $180.45 | +31.50% | 31 qtrssince 2018-Q4 | Increased 54 |
AMAZON COM INC | 1.8M | $426.3M | 1.2% | $171.17 | +55.65% | 31 qtrssince 2018-Q4 | Increased 49 |
INVESCO QQQ TR | 555,000 | $408.7M | 1.1% | — | — | — | Increased — |
ALPHABET INC | 1M | $373.8M | 1.0% | $164.45 | +110.76% | 31 qtrssince 2018-Q4 | Increased 49 |
INVESCO QQQ TR | 413,973 | $305M | 0.8% | $478.29 | +49.79% | 31 qtrssince 2018-Q4 | Decreased 0 |
MICRON TECHNOLOGY INC | 251,538 | $290.3M | 0.8% | $265.72 | +251.06% | 31 qtrssince 2018-Q4 | Increased 51 |
BROADCOM INC | 754,541 | $285M | 0.8% | $203.82 | +80.94% | 31 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 374,926 | $280.8M | 0.8% | $521.13 | +48.33% | 31 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 794,626 | $280.8M | 0.8% | $160.67 | +113.41% | 31 qtrssince 2018-Q4 | Increased 47 |
Lido Advisors, LLC manages $36.8B across 2120 positions as of Q2 2026. Top holdings: SPY (9.7%), SPY (9.3%), SPY (8.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 273 new positions, 167 exits, 832 increased. Top move: MYCH (INCREASED, conviction 76). Portfolio: $36.8B across 2120 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR