Lido Advisors, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,938 positions
State Street SPDR S&P 500 ETF | 4.8M | $3.1B | 9.6% | — | — | — | Increased — |
State Street SPDR S&P 500 ETF | 4.5M | $3B | 9.0% | — | — | — | Decreased — |
State Street SPDR S&P 500 ETF | 4.3M | $2.8B | 8.6% | $544.42 | +18.85% | 30 qtrssince 2018-Q4 | Increased 76 |
INVESCO EXCH TRD SLF IDX FD | 70.7M | $1.4B | 4.3% | $18.55 | +3.21% | 15 qtrssince 2022-Q3 | Increased 62 |
INVESCO EXCH TRD SLF IDX FD | 53.6M | $1B | 3.2% | $17.68 | +7.95% | 15 qtrssince 2022-Q3 | Decreased 0 |
Apple Inc. | 3.8M | $975.2M | 3.0% | $156.47 | +61.91% | 30 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA Corporation | 5.4M | $939.2M | 2.9% | $77.22 | +125.33% | 30 qtrssince 2018-Q4 | Increased 55 |
Microsoft Corporation | 1.9M | $709.6M | 2.2% | $365.74 | +0.80% | 30 qtrssince 2018-Q4 | Increased 56 |
FIDELITY COVINGTON TRUST | 2.2M | $452.7M | 1.4% | $106.43 | +95.06% | 30 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 3.9M | $438.2M | 1.3% | $83.36 | +35.44% | 30 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 1.9M | $410.5M | 1.3% | $173.77 | +20.55% | 30 qtrssince 2018-Q4 | Increased 51 |
Amazon.com, Inc. | 1.8M | $372.1M | 1.1% | $174.86 | +19.11% | 30 qtrssince 2018-Q4 | Decreased 0 |
Invesco QQQ Trust Series I | 541,400 | $312.5M | 1.0% | — | — | — | Increased — |
STATE STREET MY2028 CORPORATE BOND ETF | 12.3M | $306.7M | 0.9% | $24.52 | 0.00% | 2 qtrssince 2025-Q4 | Increased 70 |
Alphabet Inc. | 1M | $298.5M | 0.9% | $162.12 | +77.15% | 30 qtrssince 2018-Q4 | Decreased 0 |
iShares Core S&P 500 ETF | 420,398 | $274.6M | 0.8% | $516.30 | +25.82% | 30 qtrssince 2018-Q4 | Decreased 0 |
Invesco QQQ Trust Series I | 448,675 | $259M | 0.8% | $474.34 | +21.42% | 30 qtrssince 2018-Q4 | Increased 50 |
iShares Core S&P Total U.S. Stock Market ETF | 1.7M | $243.7M | 0.7% | $119.93 | +18.13% | 30 qtrssince 2018-Q4 | Decreased 0 |
Vanguard S&P 500 ETF | 401,695 | $240.1M | 0.7% | $502.29 | +18.31% | 30 qtrssince 2018-Q4 | Decreased 0 |
Broadcom Inc. | 725,801 | $224.6M | 0.7% | $154.59 | +99.54% | 30 qtrssince 2018-Q4 | Decreased 0 |
Lido Advisors, LLC manages $32.7B across 1938 positions as of Q1 2026. Top holdings: SPY puts (9.6%), SPY calls (9.0%), SPY (8.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 211 new positions, 137 exits, 690 increased. Top move: SPY (INCREASED, conviction 76). Portfolio: $32.7B across 1938 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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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