Lido Advisors, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,825 positions
SPDR SP 500 ETF Trust | 5.4M | $3.6B | 11.3% | — | — | — | Decreased — |
SPDR SP 500 ETF Trust | 4.1M | $2.7B | 8.6% | — | — | — | Decreased — |
SPDR SP 500 ETF Trust | 3.3M | $2.2B | 7.0% | $512.39 | +28.63% | 28 qtrssince 2018-Q4 | Increased 68 |
INVESCO EXCH TRD SLF IDX FD | 64.6M | $1.3B | 4.0% | $18.50 | +1.78% | 13 qtrssince 2022-Q3 | Increased 74 |
APPLE INC | 4.4M | $1.1B | 3.5% | $154.80 | +63.88% | 28 qtrssince 2018-Q4 | Increased 66 |
INVESCO EXCH TRD SLF IDX FD | 52.6M | $1B | 3.2% | $17.56 | +6.63% | 13 qtrssince 2022-Q3 | Decreased 0 |
NVIDIA CORPORATION | 5.2M | $973.1M | 3.0% | $73.77 | +152.31% | 28 qtrssince 2018-Q4 | Increased 66 |
MICROSOFT CORP | 1.8M | $953M | 3.0% | $364.84 | +40.81% | 28 qtrssince 2018-Q4 | Increased 68 |
INVESCO BULLETSHARES 2025 CO | 27.9M | $576.3M | 1.8% | — | — | 17 qtrssince 2021-Q3 | Increased 80 |
FIDELITY COVINGTON TRUST | 2.1M | $465.6M | 1.5% | $102.52 | +115.76% | 28 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 3.6M | $439.4M | 1.4% | $81.04 | +48.39% | 28 qtrssince 2018-Q4 | Increased 52 |
AMAZON COM INC | 1.8M | $392.2M | 1.2% | $173.92 | +26.25% | 28 qtrssince 2018-Q4 | Increased 60 |
ISHARES TR | 1.8M | $369.3M | 1.2% | $170.66 | +19.06% | 28 qtrssince 2018-Q4 | Increased 54 |
VANGUARD INDEX FDS | 506,725 | $311M | 1.0% | $500.81 | +20.88% | 28 qtrssince 2018-Q4 | Increased 68 |
ALPHABET INC | 1.2M | $281.3M | 0.9% | $161.66 | +49.99% | 28 qtrssince 2018-Q4 | Increased 57 |
ISHARES TR | 414,274 | $277.3M | 0.9% | $501.22 | +31.97% | 28 qtrssince 2018-Q4 | Increased 44 |
ISHARES TR | 1.8M | $267M | 0.8% | $119.93 | +20.13% | 28 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 726,878 | $239.8M | 0.8% | $150.20 | +118.03% | 28 qtrssince 2018-Q4 | Increased 49 |
INVESCO QQQ TR | 380,878 | $228.9M | 0.7% | $455.39 | +31.22% | 28 qtrssince 2018-Q4 | Increased 48 |
APPLE INC | 824,000 | $209.8M | 0.7% | — | — | — | Increased — |
Lido Advisors, LLC manages $31.9B across 1825 positions as of Q3 2025. Top holdings: SPY calls (11.3%), SPY puts (8.6%), SPY (7.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 206 new positions, 77 exits, 933 increased. Top move: BSCP (INCREASED, conviction 80). Portfolio: $31.9B across 1825 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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