Lido Advisors, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,938 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.8M | $3.1B | 9.6% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.5M | $3B | 9.0% | — | — | — | Decreased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.3M | $2.8B | 8.6% | $552.92 | +23.04% | 30 qtrssince 2018-Q4 | Increased 76 |
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 70.7M | $1.4B | 4.3% | $18.75 | +3.21% | 15 qtrssince 2022-Q3 | Increased 62 |
INVESCO EXCH TRD SLF IDX FD | 53.6M | $1B | 3.2% | $17.85 | +7.95% | 15 qtrssince 2022-Q3 | Decreased 0 |
APPLE INC | 3.8M | $975.2M | 3.0% | $169.29 | +49.65% | 30 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 5.4M | $939.2M | 2.9% | $126.62 | +42.20% | 30 qtrssince 2018-Q4 | Increased 55 |
MICROSOFT CORP | 1.9M | $709.6M | 2.2% | $368.96 | +9.48% | 30 qtrssince 2018-Q4 | Increased 56 |
FIDELITY MSCI INFO TECH ETF | 2.2M | $452.7M | 1.4% | $106.97 | +101.70% | 30 qtrssince 2018-Q4 | Increased 51 |
ISHARES S&P 500 GROWTH ETF | 3.9M | $438.2M | 1.3% | $85.10 | +39.45% | 30 qtrssince 2018-Q4 | Increased 50 |
ISHARES S&P 500/BARRA VALUE | 1.9M | $410.5M | 1.3% | $176.00 | +24.99% | 30 qtrssince 2018-Q4 | Increased 51 |
AMAZON.COM INC | 1.8M | $372.1M | 1.1% | $171.11 | +21.99% | 30 qtrssince 2018-Q4 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 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-CL A | 1M | $298.5M | 0.9% | $162.94 | +86.31% | 30 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 420,398 | $274.6M | 0.8% | $521.13 | +31.13% | 30 qtrssince 2018-Q4 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 448,675 | $259M | 0.8% | $478.29 | +25.78% | 30 qtrssince 2018-Q4 | Increased 50 |
ISHARES CORE S&P TOTAL U.S. | 1.7M | $243.7M | 0.7% | $121.19 | +22.81% | 30 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD S&P 500 ETF | 401,695 | $240.1M | 0.7% | $503.90 | +24.17% | 30 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 725,801 | $224.6M | 0.7% | $197.63 | +58.80% | 30 qtrssince 2018-Q4 | Decreased 0 |
Lido Advisors, LLC manages $32.7B across 1938 positions as of Q1 2026. Top holdings: SPY (9.6%), SPY (9.0%), SPY (8.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 211 new positions, 137 exits, 690 increased. Top move: SPY (INCREASED, conviction 76). Portfolio: $32.7B across 1938 positions.
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Behavioral investing profile
Position Outcomes
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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