Lido Advisors, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,923 positions
State Street SPDR S&P 500 ETF | 5.7M | $3.9B | 11.7% | — | — | — | Increased — |
State Street SPDR S&P 500 ETF | 4.3M | $3B | 8.8% | — | — | — | Increased — |
State Street SPDR S&P 500 ETF | 3.4M | $2.3B | 6.9% | $517.99 | +30.63% | 29 qtrssince 2018-Q4 | Increased 64 |
INVESCO EXCH TRD SLF IDX FD | 66.8M | $1.3B | 3.9% | $18.52 | +2.93% | 14 qtrssince 2022-Q3 | Increased 61 |
Apple Inc. | 4.4M | $1.1B | 3.4% | $156.47 | +73.28% | 29 qtrssince 2018-Q4 | Increased 59 |
INVESCO EXCH TRD SLF IDX FD | 57.6M | $1.1B | 3.4% | $17.68 | +7.10% | 14 qtrssince 2022-Q3 | Increased 64 |
NVIDIA Corporation | 5.3M | $996.9M | 3.0% | $76.47 | +143.33% | 29 qtrssince 2018-Q4 | Increased 56 |
Microsoft Corporation | 1.9M | $948.7M | 2.8% | $365.64 | +31.43% | 29 qtrssince 2018-Q4 | Increased 55 |
FIDELITY COVINGTON TRUST | 2.1M | $466.7M | 1.4% | $102.78 | +117.89% | 29 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 3.8M | $459.6M | 1.4% | $82.69 | +48.66% | 29 qtrssince 2018-Q4 | Increased 51 |
Amazon.com, Inc. | 1.8M | $403.2M | 1.2% | $174.86 | +32.00% | 29 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 1.9M | $386.8M | 1.2% | $172.22 | +21.72% | 29 qtrssince 2018-Q4 | Increased 51 |
Vanguard S&P 500 ETF | 513,016 | $317.5M | 0.9% | $502.29 | +23.78% | 29 qtrssince 2018-Q4 | Increased 44 |
iShares Core S&P 500 ETF | 452,587 | $307.2M | 0.9% | $516.30 | +31.58% | 29 qtrssince 2018-Q4 | Increased 48 |
Alphabet Inc. | 1.2M | $305.7M | 0.9% | $162.12 | +92.69% | 29 qtrssince 2018-Q4 | Increased 44 |
iShares Core S&P Total U.S. Stock Market ETF | 1.8M | $264.7M | 0.8% | $119.93 | +23.04% | 29 qtrssince 2018-Q4 | Decreased 0 |
Broadcom Inc. | 743,703 | $247.6M | 0.7% | $154.59 | +122.66% | 29 qtrssince 2018-Q4 | Increased 44 |
Invesco QQQ Trust Series I | 389,894 | $235M | 0.7% | $459.02 | +33.38% | 29 qtrssince 2018-Q4 | Increased 44 |
Apple Inc. | 824,000 | $224M | 0.7% | — | — | — | Unchanged — |
FIDELITY COVINGTON TRUST | 2.7M | $206.8M | 0.6% | $46.88 | +63.57% | 29 qtrssince 2018-Q4 | Increased 43 |
Lido Advisors, LLC manages $33.5B across 1923 positions as of Q4 2025. Top holdings: SPY calls (11.7%), SPY puts (8.8%), SPY (6.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 120 new positions, 24 exits, 983 increased. Top move: SPY (INCREASED, conviction 64). Portfolio: $33.5B across 1923 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