Institutions / Lido Advisors, LLC

Lido Advisors, LLC

CIK 1650150 · Institution · as of Jun 30, 2026
Portfolio value
$28.01B
Positions
1,849
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$28.01B+10.3%
$28.01B$26.71B$25.40BQ4 '25Q2 '26

Positions

1,849+10.8%
1,8491,7591,669Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 1,849 →
CompanyClassValueShares% of portfolio
State Str SPDR S&P 500 ETF T—$3.13B4,174,93011.2%
Apple Inc.—$1.10B3,803,5883.9%
NVIDIA Corp—$1.08B5,387,7423.8%
Invesco Exch Trd Slf Idx Fd—$1.08B54,893,6983.8%
Invesco Exch Trd Slf Idx Fd—$938.89M48,086,5923.4%
Microsoft Corp—$747.89M2,004,9482.7%
Fidelity Covington Trust—$573.77M2,009,1212.0%
Ssga Active Tr—$555.43M22,302,0022.0%
iShares Tr—$500.22M3,637,1501.8%
iShares Tr—$483.56M2,129,6381.7%
Amazon.com Inc—$426.27M1,788,4851.5%
Alphabet Inc.—$373.80M1,045,9721.3%
Invesco Qqq Tr—$305.02M413,9731.1%
Micron Technology Inc—$290.35M251,5381.0%
Broadcom Inc.—$285.03M754,5411.0%
iShares Tr—$280.78M374,9261.0%
Alphabet Inc.—$280.77M794,6261.0%
iShares MSCI UAE ETF—$268.52M1,634,6281.0%
Vanguard Index Fds—$263.87M384,1430.9%
Vanguard World Fd—$208.79M1,746,8730.7%
Fidelity Covington Trust—$195.57M2,554,5110.7%
JPMorgan Chase & Co—$182.52M557,6080.7%
Fidelity Covington Trust—$166.55M1,672,0110.6%
Vanguard Index Fds—$161.99M437,7600.6%
Fidelity Covington Trust—$161.54M2,091,1120.6%

Activity

Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Add78470P796
Common stock
$549.96M+22.1M
+10043.54%
22,302,002
1.98% of portfolio
high
Q2 2026
as of
Add78462F103
Common stock
$543.80M+726K
+21.07%
4,174,930
11.16% of portfolio
high
Q2 2026
as of
Trim46138J783
Common stock
$-234.27M-11.9M
-17.87%
54,893,698
3.84% of portfolio
high
Q2 2026
as of
Trim46138J791
Common stock
$-185.35M-9.5M
-16.49%
48,086,592
3.35% of portfolio
high
Q2 2026
as of
Add92204A702
Common stock
$184.73M+1.5M
+767.76%
1,746,873
0.75% of portfolio
high
Q2 2026
as of
TrimApple Inc.
Common stock
$-179.42M-620K
-14.02%
3,803,588
3.93% of portfolio
high
Q2 2026
as of
TrimiShares MSCI UAE ETF
Common stock
$-178.28M-6.6M
-98.24%
118,520
0.01% of portfolio
high
Q2 2026
as of
Add46641Q134
Common stock
$125.26M+1.5M
+5616.11%
1,545,466
0.46% of portfolio
high
Q2 2026
as of
AddThe PNC Financial Services Group, Inc.
Common stock
$120.70M+490K
+3160.70%
505,735
0.44% of portfolio
high
Q2 2026
as of
Add464287614
Common stock
$113.40M+913K
+243.21%
1,288,697
0.57% of portfolio
high