Lido Advisors, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,923 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 5.7M | $3.9B | 11.7% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.3M | $3B | 8.8% | — | — | — | Increased — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.4M | $2.3B | 6.9% | $520.11 | +32.09% | 29 qtrssince 2018-Q4 | Increased 64 |
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 66.8M | $1.3B | 3.9% | $18.71 | +2.93% | 14 qtrssince 2022-Q3 | Increased 61 |
APPLE INC | 4.4M | $1.1B | 3.4% | $169.29 | +60.15% | 29 qtrssince 2018-Q4 | Increased 59 |
INVESCO EXCH TRD SLF IDX FD | 57.6M | $1.1B | 3.4% | $17.85 | +7.10% | 14 qtrssince 2022-Q3 | Increased 64 |
NVIDIA CORP | 5.3M | $996.9M | 3.0% | $126.20 | +48.60% | 29 qtrssince 2018-Q4 | Increased 56 |
MICROSOFT CORP | 1.9M | $948.7M | 2.8% | $367.74 | +32.56% | 29 qtrssince 2018-Q4 | Increased 55 |
FIDELITY MSCI INFO TECH ETF | 2.1M | $466.7M | 1.4% | $103.05 | +120.15% | 29 qtrssince 2018-Q4 | Increased 49 |
ISHARES S&P 500 GROWTH ETF | 3.8M | $459.6M | 1.4% | $84.34 | +47.22% | 29 qtrssince 2018-Q4 | Increased 51 |
AMAZON.COM INC | 1.8M | $403.2M | 1.2% | $171.11 | +35.90% | 29 qtrssince 2018-Q4 | Increased 50 |
ISHARES S&P 500/BARRA VALUE | 1.9M | $386.8M | 1.2% | $174.09 | +22.67% | 29 qtrssince 2018-Q4 | Increased 51 |
VANGUARD S&P 500 ETF | 513,016 | $317.5M | 0.9% | $503.90 | +25.37% | 29 qtrssince 2018-Q4 | Increased 44 |
ISHARES CORE S&P 500 ETF | 452,587 | $307.2M | 0.9% | $521.13 | +32.39% | 29 qtrssince 2018-Q4 | Increased 48 |
ALPHABET INC-CL A | 1.2M | $305.7M | 0.9% | $162.94 | +92.62% | 29 qtrssince 2018-Q4 | Increased 44 |
ISHARES CORE S&P TOTAL U.S. | 1.8M | $264.7M | 0.8% | $121.19 | +23.61% | 29 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 743,703 | $247.6M | 0.7% | $196.94 | +75.10% | 29 qtrssince 2018-Q4 | Increased 44 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 389,894 | $235M | 0.7% | $459.70 | +34.75% | 29 qtrssince 2018-Q4 | Increased 44 |
APPLE INC | 824,000 | $224M | 0.7% | — | — | — | Unchanged — |
FIDELITY FINANCIALS ETF | 2.7M | $206.8M | 0.6% | $47.52 | +64.90% | 29 qtrssince 2018-Q4 | Increased 43 |
Lido Advisors, LLC manages $33.5B across 1923 positions as of Q4 2025. Top holdings: SPY (11.7%), SPY (8.8%), SPY (6.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
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
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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